RMB Capital is an investment management and financial advisory firm offering comprehensive wealth management, family office services, asset management, and retirement plan solutions. With a focus on seeing the full picture, RMB helps clients make informed decisions and live freely.

Business Case

RMB Capital needed to upgrade from their legacy Sales Cloud system that lacked customization for financial services. They wanted a single platform to streamline processes across business units as their client base and services grew, replacing siloed data systems and vendor lock-in constraints.


Plative implemented Salesforce Financial Services Cloud for RMB Capital, migrating their data and customizing the platform to support optimized processes across wealth management, asset management, and retirement planning services. This provided a unified, independently controlled system tailored for financial services to address scalability and meet evolving business needs.


RMB Capital achieved their goals with the Salesforce Financial Services Cloud solution from Plative. It streamlined processes, integrated data across lines of business, supported growth through improved scalability and customization. Employees embraced the intuitive system, and RMB gained independence from any single vendor with a platform optimized for financial services.


  • Salesforce Financial Services Cloud
  • Salesforce automation
  • Black Diamond and Addepar  
  • Pardot
  • DocuSign
  • Salesforce reporting and dashboards
  • Salesforce data migration f- Microsoft SQL Server
  • SSIS for ETL

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