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, Calyx, Fiserv, and similar loan origination platforms, being lean & nimble is more important than ever. Understanding how to best…
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…
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…
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…
