Financial Services

Salesforce for your Industry.

Financial Industry Knowledge Advantage

We are Salesforce and financial services experts who specialize in helping customers in the financial industries across North America.

Industry Knowledge

We understand the issues you face on a daily basis and help your business implement strategies faster and help your organization adapt to changes in the industry.

Personalized Experience

Through personalized consultation, we craft tailored solutions that address your specific goals and objectives.

Best Practice

We understand compliance and operational requirements, data security, and integration with back office systems, and execute best practices to fit your needs.

A Complete Focus on Financial Services

We have had repeated long-term success in the following sectors within Financial Services:

Wealth and Asset Management
Build and deepen client relationships. Streamline and automate your client service operations. Grow your book of business with intelligent insights.
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

Build your lead funnel of buy-side and sell-side companies.
Track and follow-up with important deadlines and documentation.

Auto-generate NDAs and RFPs, enforce compliance and due diligence processes.

Financial Services with Brightmark

We Can

  1. Target your digital marketing for effective audience engagement
  2. Implement and optimize sales processes
  3. Streamline and automate Client Onboarding
  4. Create one-screen snapshots of your client profiles
  5. Understand and manage your client’s sphere of influence
  6. Automate common compliance tasks, e.g. KYC updates
  7. Automate key document generation, including onboarding forms, NDAs and RFPs
  8. Design and develop portals to drive client and partner engagement
  9. Streamline data migration and transition to Salesforce
  10. Cross-integrate tech stack for a seamless digital ecosystem.

Reach Your Goals with Brightmark

Schedule a call to talk about Financial Services: