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.

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Your One-Stop Shop for Financial Services Cloud

Salesforce for Retail and Commercial Banking and Lending

Salesforce Financial Services for Banking helps lenders and banks deliver connected digital experiences for personal and business customers by reimagining the contact center, simplifying banking experiences on mobile and web, and building loyalty and trust with businesses and customers. Connect Salesforce Financial Services Cloud with your loan origination and core banking systems to create a truly connected experience for all of your employees as well.

Salesforce for Wealth Management

Your best asset as an RIA is the strength of your client relationships as an unprecedented transition of wealth will threaten your walletshare. With Salesforce Financial Services Cloud, RIAs can empower and connect their advisors with KYC data and reports, and mobile solutions to connect with clients where they expect to interact and connect with your firm’s portfolio management or custodian system of choice.

Salesforce for Asset Management and Mutual Fund Wholesale

Mutual fund wholesalers can rely on Financial Services Cloud to empower their distribution teams with powerful data feeds that carry RIA databases as well as flow-of-fund information. Internal and external fund wholesalers can manage the territories and hierarchies of their accounts to manage their sell-through. For asset management firms with private client management, combine use cases of Salesforce Financial Services Cloud to serve institutional, retail, and private customers alike.

Salesforce for Hedge Funds

Salesforce for alternative asset managers means better connections with LPs, greater fundraising campaign management, and streamlined recurring reporting. Aside from investor relations, Salesforce can fit many use cases that hedge funds require such as portfolio manager recruiting, vendor relationship management, and contract management all from within one platform.

Salesforce for Private Equity and Venture Capital Firms

Salesforce Financial Services Cloud is the perfect choice for deal makers and GPs looking to streamline their deal team’s pipeline management process by keeping track of multi-dimensional relationships with consultants, lawyers, accounting firms, and of course potential portfolio companies. Investor relations teams love Salesforce for its robust fundraising workflows as well. Lastly, portfolio operations teams can benefit from Salesforce process optimization for new company onboarding and use cases for portfolio company portals, approved vendor lists, and KPI tracking powered by Tableau.

Salesforce for Insurance

Reduce operational overhead and costs by developing purpose-built insurance solutions for life and annuity providers, agencies and brokerages, P&C, and group benefits administrators with Salesforce Financial Services Cloud for Insurance. Join the world’s best and largest carriers and brokerages by digitizing your customers’ experience.

“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

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.

Our Salesforce Expertise Runs Deep




Projects and
Programs Completed

Top tier partner

Summit-Tier Partner
(highest tier)
Premium-Tier .org Partner
(highest tier)

Our Services for Every Step in Your Transformation Journey


Strategy and Advisory

Partner 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.


Consulting and Implementation

Whether 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.


Managed Services

Plative 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.


Zero to Cloud in 60 Days

Ready 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. 

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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