Salesforce Financial Services Cloud Implementation
Our Financial Services Consultants will help your firm reimagine the future of personalized services, powered by Salesforce Financial Services Cloud. Whether you’re evaluating Salesforce for banking, wealth and asset management, insurance, or financial technology, we’re a great fit for your next innovation.
Trusted By
“The industry expertise of the Plative team is second to none. They provided solutions specific to our business model and communicated our implementation plan effectively. We look forward to continuing our partnership with Plative.”
Jon Mariano
Director of Project Management, Republic Capital
Business Outcomes for Financial Services Firms
Unlock Forecasting
Models and Pipeline
Visibility
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
Relationships
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.
Consumer-Grade
Experiences
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
Governance
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.
Our Salesforce Expertise Runs Deep
600+
Certifications
2,000+
Projects andPrograms Completed
Top tier partner
Summit-Tier Partner(highest tier)
Premium-Tier .org Partner
(highest tier)
Our Services for Every Step in Your Transformation Journey
Inspire
Strategy and AdvisoryPartner with Plative to design a roadmap to the future state of your company– then let us make it real by advising on implementation methodology, change management, and user adoption strategies. By putting strategy and process before technology, we’ll help you prevent technical debt and mitigate risk.
Transform
Consulting and ImplementationWhether your project requires implementation, optimization, migration, integration, or all the above, Plative will build a project blueprint to help you achieve the future state of your business then get to work on implementing it. Our industry specialists speak your language and will help you bridge the gap between your industry-specific needs and Salesforce and Oracle NetSuite.
Innovate
Managed ServicesPlative isn’t your average managed services provider. We staff a dedicated group of cross-cloud technologists who will act as a strategic extension of your team on a part-or-full time basis to plan, design, and implement change in an agile format.
Launch
Zero to Cloud in 60 DaysReady to go from zero to cloud in sixty days? Plative will implement Salesforce, Oracle NetSuite, or both, and replace the systems you’ve outgrown to prepare your company for the next phase of growth with our accelerated paths to implementation.
Financial Services Insights by Plative
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.
How Real Estate Investment Firms Can Best Leverage Salesforce
A Summary of our Fireside Chat with Gemdale USA’s Managing Director, Josh Goldman.
What Real Estate Investment Firms Can Do to Win in a Volatile Market
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.
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…
What’s Brewin’ | E4 | Financial Services Spotlight: Turning Your Data into a Competitive Asset
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.
On Demand Webinar: Empowering Alternative Investment Professionals to Execute at The Highest Level
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…
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…
