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22 Oct 2026, 10:04 UTC · 1 question · ID 8da7de71ba21
Who asked
Persona
Head of Business Development
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
  1. /products/crmQuestion 1 asked here
Question 1

“Can brokerage and banking accounts sit on the same record as the client?”

Answer
Partly answered

The site says the CRM supports custom objects, and that financial services firms bring accounts onto one record for each client. It never shows how brokerage and banking accounts are modeled and linked to the same client record.

Section on the siteStatusTicket
/products/crmShaped around how your business works (card)Partly answers it
Add a financial accounts example to the custom objects card on /products/crm

Ticket

Paste this into your ticketing tool.

Add a financial accounts example to the custom objects card on /products/crm

Who needs it: Financial services (banks, brokerages and wealth managers)
Section: /products/crm › Shaped around how your business works (card)

What is missing:
- No example shows several financial accounts, such as brokerage and banking accounts, linked to one client record.
- It doesn't say whether one client can hold several account objects of different types.

Where: Update this section: add a bullet under "Custom properties, objects and stages" in the card "Shaped around how your business works".
  Related sections: The tools in Data Hub · Built for regulated teams

What to do:
1. Confirm with product how brokerage, banking and other financial accounts are modeled as custom objects and associated with a client record.
2. Add a bullet with a financial services example of several account types on one client record.

Done when: /products/crm shows an example of different financial account types linked to one client record.

From: conversation 8da7de71ba21, question 1: "Can brokerage and banking accounts sit on the same record as the client?"
Who needs it: Financial services (banks, brokerages and wealth managers)
What is missing
  • No example shows several financial accounts, such as brokerage and banking accounts, linked to one client record.
  • It doesn't say whether one client can hold several account objects of different types.
Where
Update this section: add a bullet under "Custom properties, objects and stages" in the card "Shaped around how your business works".
Related sections
The tools in Data Hub · Built for regulated teams
What to do
  1. Confirm with product how brokerage, banking and other financial accounts are modeled as custom objects and associated with a client record.
  2. Add a bullet with a financial services example of several account types on one client record.
Done when: /products/crm shows an example of different financial account types linked to one client record.
/solutions/financial-servicesBuilt for regulated teamsMissing here
Add a client record and linked accounts section to /solutions/financial-services

Ticket

Paste this into your ticketing tool.

Add a client record and linked accounts section to /solutions/financial-services

Who needs it: Financial services (banks, brokerages and wealth managers)
Section: /solutions/financial-services › Built for regulated teams

What is missing:
- The page never explains how brokerage, deposit and lending accounts sit on the same client record.
- It doesn't say which systems those accounts sync from.
- It doesn't say how access is controlled by account type.

Where: New section on /solutions/financial-services, placed after "Built for regulated teams".
  Related sections: Built for regulated teams · How banks, credit unions and insurers grow with Hourglass · The tools in Data Hub
  Main topics: One client record with linked financial accounts · brokerage, banking and lending accounts as custom objects · syncing accounts from core banking and custody systems · households and related clients · field-level permissions by account type

What to do:
1. Confirm with product and engineering how financial account types are modeled, which source systems they sync from and how households are handled.
2. Build the section with a visual of one client and their linked accounts, and link it to Data Hub.

Done when: /solutions/financial-services has a section showing brokerage and banking accounts on one client record and where that data comes from.

From: conversation 8da7de71ba21, question 1: "Can brokerage and banking accounts sit on the same record as the client?"
Who needs it: Financial services (banks, brokerages and wealth managers)
What is missing
  • The page never explains how brokerage, deposit and lending accounts sit on the same client record.
  • It doesn't say which systems those accounts sync from.
  • It doesn't say how access is controlled by account type.
Where
New section on /solutions/financial-services, placed after "Built for regulated teams".
Related sections
Built for regulated teams · How banks, credit unions and insurers grow with Hourglass · The tools in Data Hub
Main topics
One client record with linked financial accounts · brokerage, banking and lending accounts as custom objects · syncing accounts from core banking and custody systems · households and related clients · field-level permissions by account type
What to do
  1. Confirm with product and engineering how financial account types are modeled, which source systems they sync from and how households are handled.
  2. Build the section with a visual of one client and their linked accounts, and link it to Data Hub.
Done when: /solutions/financial-services has a section showing brokerage and banking accounts on one client record and where that data comes from.
Answer full page
Hourglass brings accounts, conversations and campaigns onto one record for each member or client, and Data Hub lets you model what matters with custom objects synced from the systems you already run. The site doesn't say specifically how brokerage and banking accounts are modeled, so the team can walk through your setup with you.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/financial-servicesKnow every member and client, and keep every message compliantAnswers it
/products/dataCustom objects (card)Answers it
/products/crmShaped around how your business works (card)Partly answers it
/solutions/financial-servicesBuilt for regulated teamsMissing here

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.