in Financial Services
We know you’re ready to scale but don’t have the time for the heavy lifting. Plative is here to guide you through the technology so you can focus on the business. It’s why so many of the world’s most recognizable financial institutions have trusted Plative to develop, execute on, and manage their ongoing technology roadmaps.
Our Sub-Industry Focus
Crypto and Blockchain
Private Equity and
Solutions and Business Outcomes That Matter
Models and Pipeline
Unlock a deeper understanding of your pipeline and forecasting by partnering with a team of industry experts who understands the immense differences between a wealth manager’s wallet share opportunity, an LP commitment at a hedge fund and a confidential investment memo at a private equity firm.
Clients, intermediaries, referral sources, sponsors, co-investors, insurance carriers – the list goes on based on your industry. We understand the complex relationships that are common in your business and will build solutions that mirror the way you work.
Have you noticed that most enterprise software is not quite “user-friendly” in nature? We understand that if the technology doesn’t behave as users expect it to, it won’t be adopted. We’ll design a human-focused solution that works how your team expects it to and make logging their activities and updates a proactive and simple motion rather than a recurring chore.
Automate due diligence, conflict checks, investment committee approvals, and other steps that are required for your firm’s governance requirements so your team can focus on what they do best.
Check Out Our Insights
In this session, our industry expert George Shalhoub will reveal the top ways financial services firms are using Affinity for Salesforce’s AI and automation to drive more deals. We are joined by Affinity’s Director of Product Management Brook Lane to talk about how their features will be able solve many of the industry struggles.
A Summary of our Fireside Chat with Gemdale USA’s Managing Director, Josh Goldman.
Economic uncertainty is keeping the real estate industry up at night. Gemdale USA is doubling down with Salesforce to stay nimble and come out on top. Learn how Josh Goldman, Managing Director of Development, is embracing a digital future.
Over the last decade, the transition to the cloud has become a catalyst for many security and data breaches for companies of all sizes. This risk compounds when an organization’s data becomes in transit across multiple systems that are implemented in parallel. The question remains: how do we build a safe and efficient data integration…
Nobody can deny that 2021 was a banner year for crypto. As the global crypto market cap skyrocketed past $3 trillion, banner currencies like Bitcoin and Etherium notched brand new all-time-highs while newer, more volatile currencies like DOGE and SHIB have made more risk-tolerant retail investors overnight multi-millionaires. These factors rewarded long-term holders handsomely and…
George Shalhoub, RVP at Plative is back and joined by Plative Senior Salesforce Consultant, Michael Konon to deep dive into how Financial Services organizations can use BI tools to understand their data and turn it into actionable insights.
Click here to get the webinar on-demand to view any time! Learn how the world’s top private equity firms, hedge funds, and investment banks use Salesforce to limit downtime, integrate data, and execute at the highest level. On this webinar, we cover: Technology trends in private equity and hedge funds Salesforce for investor relations Salesforce…
Our capital markets advisory implements Salesforce for hedge funds and private equity firms, sell-side investment banks, and boutique M&A outfits. When we implement Salesforce for hedge funds or other alternative investment managers, a common and reasonable first topic is investor relations where the bulk of relationship management, reporting, and fundraising occurs. This is a common…
Many of our clients ask us how Salesforce loan origination works. Implementing a CRM is one of the most critical decisions any retail mortgage brokerage can make. In the digital world of Ellie Mae Encompass, Nortridge, Calyx, Fiserv, and similar loan origination platforms, being lean & nimble is more important than ever. Understanding how to…
Our Core Operating Principle: Salesforce should improve your firm’s data intelligence, not complicate it. Our capital markets practice routinely receives calls from our partners and clients asking us for Salesforce Preqin integration, or Pitchbook, CapIQ, Equilar, and other data providers. What’s more important is how their peers in the industry are leveraging Salesforce as an…
Introduction Financial markets like certainty. It allows Wealth Managers to operate in a long-term time horizon; planning for retail goals such as college savings and retirement. With no clear end date for shelter in place as part of the nation’s response to COVID-19, financial markets are reacting with extreme volatility. While many professionals are staying…
Introduction The world as we know it is changing. How we all react will have far-reaching implications on ourselves, our families, our businesses, and our communities. The way that private and public market companies conduct business is evolving out of necessity, for now, and will continue this evolution well into the future. Normally, highly capitalized…