Our Expertise
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.

Trusted By

Our Sub-Industry Focus

Institutional Asset

Crypto and Blockchain



Private Equity and
Venture Capital

Investment Banking
and Advisory

Solutions and Business Outcomes That Matter


Unlock Forecasting
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.


Manage Complex

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.


Security and

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.

We’ll Guide You Through Every Stage of Your Technology Journey

Strategy and Advisory

Strategy first, technology second. That’s the mindset we challenge our clients to adopt, particularly when they need help with a vision. We bring our industry-specific guidance and similar project experience to the table in order to develop a roadmap that aligns with your business priorities.

Industry-Specific CRM and ERP

The problem with most technology solutions is that they’re generic and don’t quite fit with the customer relationship model needed for someone like an investment bank or an asset manager. That’s where our team of industry experts comes in to advise and deploy a solution that re-imagines what CRM and ERP should be from the ground up.

Data Integration and Analytics

Our portfolio of clients spans hedge funds, wealth managers, private equity firms, investment banks, insurance brokerages, and many industries in between. One similarity between all of them is that they have multiple streams of data that are piling in from different sources that need to be seamlessly accessible.

Ongoing Innovation

The real innovation happens after your solution goes live. That’s why Plative has developed a proprietary delivery methodology built to act as a strategic extension of your team that proactively creates and modifies a long-term enhancements backlog and executes along with your team in an agile format.

Check Out Our Insights

Driving Dealmaking in Salesforce with A.I. Hosted by Affinity and Plative

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. 

Planning Your Data Integrations with Salesforce

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…

Crypto Philanthropy: Powered by Salesforce and NetSuite

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…

Salesforce for Hedge Funds and Private Equity Investor Relations

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…

Salesforce Loan Origination

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…

Capital Markets and Real Estate Data Intelligence, Powered By Salesforce

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…

COVID-19 | Trends In Wealth and Asset Management Industry

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…

COVID-19 | The Impact on Private Markets

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…

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