At Plative, we're committed to contributing valuable content for the ecosystems that we participate in.
Blogs are collaboratively authored by our own people, sometimes in partnership with our alliance partners and clients. Feel free to subscribe to stay up to date on our latest content!
Keep in touch
At Plative, we partner with our clients and alliance partners to bring new and valuable ideas to our communities through interactive webinars. We make all of our webinars available on-demand through the archive below.
Plative Pod features our team, clients, and partners covering topics from industry trends to innovative solutions. Check out our episodes below!
Anchor.fmAppleSpotify
We collaborate with our partners and team highlighting our industry and solution expertise. Check out our whitepapers below!
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…
