• 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…

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  • 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…

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  • 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…

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  • 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…

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