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22 Oct 2026, 10:05 UTC · 1 question · ID 95269dfefdac
Who asked
Persona
Head of Business Development
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
  1. /platformQuestion 1 asked here
Question 1

“Can we connect our account and trading systems?”

Answer
Partly answered

The site says Data Hub runs two-way syncs with warehouses, ERPs, billing and support tools, and covers custom objects and field-level permissions. It never says whether account, core banking or trading systems can be connected, which systems are supported, or how a system without a ready-made sync would connect.

Section on the siteStatusTicket
/platformBring every source into one record (card)Partly answers it
Name supported financial system types in the sources card on /platform

Ticket

Paste this into your ticketing tool.

Name supported financial system types in the sources card on /platform

Who needs it: Financial services (banks, brokerages, credit unions and insurers)
Section: /platform › Bring every source into one record (card)

What is missing:
- No mention of whether account, core banking or brokerage systems can be synced.
- No mention of whether trading or transaction systems can be synced.
- No list of the systems with ready-made syncs, or how unlisted systems connect.

Where: Update this section: add to the list under "Bring every source into one record" beside "Two-way syncs with the systems you run".
  Related sections: The tools in Data Hub · Two-way syncs, without custom code

What to do:
1. Confirm with engineering and product which account, core banking and trading systems Hourglass can sync with, and how other systems connect.
2. Add the confirmed system types and the route for unlisted systems to the card's list.

Done when: /platform states which account and trading system types can sync into the Smart CRM and how other systems connect.

From: conversation 95269dfefdac, question 1: "Can we connect our account and trading systems?"
Who needs it: Financial services (banks, brokerages, credit unions and insurers)
What is missing
  • No mention of whether account, core banking or brokerage systems can be synced.
  • No mention of whether trading or transaction systems can be synced.
  • No list of the systems with ready-made syncs, or how unlisted systems connect.
Where
Update this section: add to the list under "Bring every source into one record" beside "Two-way syncs with the systems you run".
Related sections
The tools in Data Hub · Two-way syncs, without custom code
What to do
  1. Confirm with engineering and product which account, core banking and trading systems Hourglass can sync with, and how other systems connect.
  2. Add the confirmed system types and the route for unlisted systems to the card's list.
Done when: /platform states which account and trading system types can sync into the Smart CRM and how other systems connect.
/products/dataTwo-way syncs, without custom code (card)Partly answers it
List the ready-made syncs on /products/data

Ticket

Paste this into your ticketing tool.

List the ready-made syncs on /products/data

Who needs it: IT and data teams setting up syncs
Section: /products/data › Two-way syncs, without custom code (card)

What is missing:
- The ready-made syncs are described only as warehouses, ERPs and billing tools, with no named systems.
- No mention of syncs for account or trading systems.
- No mention of how to connect a system without a ready-made sync.

Where: Update this section: add to the list under "Two-way syncs, without custom code" after "Ready-made syncs for warehouses, ERPs and billing".
  Related sections: Data syncs

What to do:
1. Confirm with engineering the list of ready-made syncs and the supported route for other systems.
2. Add the named systems and the route for other systems to the card.

Done when: /products/data names the ready-made syncs and explains how a system without one is connected.
Depends on: Name supported financial system types in the sources card on /platform

From: conversation 95269dfefdac, question 1: "Can we connect our account and trading systems?"
Who needs it: IT and data teams setting up syncs
What is missing
  • The ready-made syncs are described only as warehouses, ERPs and billing tools, with no named systems.
  • No mention of syncs for account or trading systems.
  • No mention of how to connect a system without a ready-made sync.
Where
Update this section: add to the list under "Two-way syncs, without custom code" after "Ready-made syncs for warehouses, ERPs and billing".
Related sections
Data syncs
What to do
  1. Confirm with engineering the list of ready-made syncs and the supported route for other systems.
  2. Add the named systems and the route for other systems to the card.
Done when: /products/data names the ready-made syncs and explains how a system without one is connected.
Depends on: “Name supported financial system types in the sources card on /platform”
/solutions/financial-servicesBuilt for regulated teamsMissing here
Add a connecting-your-systems section to /solutions/financial-services

Ticket

Paste this into your ticketing tool.

Add a connecting-your-systems section to /solutions/financial-services

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

What is missing:
- No mention of connecting account, core banking or brokerage systems.
- No mention of bringing trading or transaction activity onto the client record.
- No mention of how permissions apply to synced financial data.

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
  Main topics: account and core systems supported · trading and transaction activity on the client record · field-level permissions on synced financial data · link to Data Hub

What to do:
1. Confirm with product and engineering which financial account and trading systems can be connected and what data arrives on the record.
2. Build the section with the confirmed systems and a link to Data Hub.

Done when: /solutions/financial-services has a section explaining which account and trading systems connect and what appears on the client record.
Depends on: Name supported financial system types in the sources card on /platform

From: conversation 95269dfefdac, question 1: "Can we connect our account and trading systems?"
Who needs it: Financial services (banks, brokerages, credit unions and insurers)
What is missing
  • No mention of connecting account, core banking or brokerage systems.
  • No mention of bringing trading or transaction activity onto the client record.
  • No mention of how permissions apply to synced financial data.
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
Main topics
account and core systems supported · trading and transaction activity on the client record · field-level permissions on synced financial data · link to Data Hub
What to do
  1. Confirm with product and engineering which financial account and trading systems can be connected and what data arrives on the record.
  2. Build the section with the confirmed systems and a link to Data Hub.
Done when: /solutions/financial-services has a section explaining which account and trading systems connect and what appears on the client record.
Depends on: “Name supported financial system types in the sources card on /platform”
Answer full page
Yes. Data Hub syncs the systems you already run into the Smart CRM, so each client's accounts and activity sit on one record, with field-level permissions and a history of every change. This page shows how the syncs work and how to bring every source together.
Open the answer page ↗
Sections in the answer pageStatus
/platformBring every source into one record (card)Partly answers it
/products/dataTwo-way syncs, without custom code (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.