“Salesforce is a key component of our technology stack, and SideDrawer’s native integration enhances security without compromising advisor productivity and client experience,” she added.
Ali Qureshi, Co-Founder of SideDrawer, commented: “We’re honored to be selected as [Carte’s] Exclusive Recommended Partner for their Carte Core technology stack, addressing a key productivity and security concern for financial advisors.”
“In today’s world, data breaches are a growing business risk. We’re thrilled to offer a unique solution that elevates a firm’s cyber security levels, enhances their productivity, and maintains a superior client experience,” he said.
As Salesforce’s footprint the financial services sector continues to expand, external collaboration for document management is still a critical requirement for many businesses.
“SideDrawer is the best option Brightmark has seen for a document management platform that isn’t dependent on expensive development costs,” said Matthew Maingot, the CEO of the firm that specializes in helping clients with their Salesforce implementation. “We’re excited to work with SideDrawer in implementing their native Lightning Web Component app for Carte’s advisors.”
