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Financial Services

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 for private equity deal teams
  • Salesforce for intermediary tracking
  • Integrating your datasets like Preqin, Pitchbook, S&P Market Intelligence, Reonomy, and more!
  • Full demonstration of Salesforce for private equity and hedge funds

Resources that are referenced in this presentation can be found below: 

  1. Salesforce for alternative investment professionals overview
  2. Salesforce for investor relations teams 
  3. Integrate your capital markets data with Salesforce 
  4. Protect your sensitive data with Salesforce Shield

If you’d like to set up a call to discuss how Plative can put our expertise to work for your firm, get in touch with us today by emailing Greg DelGenio at greg@plative.com.

Financial Services

On Demand Webinar: Empowering Alternative Investment Professionals to Execute at The Highest Level

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