Brightmark Understands Financial Services
We are quick to adapt to changes in your industry. We understand the issues you face on a daily basis and help your business implement strategies faster. Let’s hit the ground running with Salesforce.
The Industry Knowledge Advantage
Wealth and Asset Management
Simplify and organize your daily operations.
Track your communications with potential investors, centers of influence, and referrals.
Fund Wholesale
Energize your sales and fulfillment process with Salesforce.
Automate Communications: Contact representatives about purchases, redemptions, activity, or triggered alerts.
Grow Sales: Track open orders to collaborate with sales associates and find opportunities for growth.
Private Equity
Track and follow-up with important deadlines and documentation.
NDAs and RFPs, compliance and due diligence processes.
Insurance
All client and product information in one place.
Centralized visibility of client policies and claim management. Automate new product suggestions and renewal reminders.
Mortgage and Lending
Salesforce for Brokers: Submit Filogix applications, track new borrowers, and automate renewals
Salesforce for Lenders: Receive Filogix applications, automate underwriting, and streamline refinancing and renewal process.
Financial Technology
Have all the right information at the right place and on time.
Across your system platforms, use Salesforce to automatically update client and business information. We develop portals, mobile apps, data models, and APIs to make this happen.
We Can Help You
- Target your digital marketing for effective audience engagement
- Develop and implement sales processes
- Streamline and automate Client Onboarding
- Create one-screen snapshots of customer profiles
- Understand and manage your client’s sphere of influence
- Automate common compliance tasks, e.g. KYC updates
- Automate key document generation, including NDAs and RFPs
- Design and develop customer portals to drive engagement and business
- Streamline data migration and transition to Salesforce
- Cross-integrate tech stack for seamless digital ecosystem