Scale Your Capital Markets Business with Expert Salesforce Implementation

Platinum Cubed will Build and Manage a Salesforce System that Allows you to Organize, Manage, Secure, and Scale Your Capital Markets Business.
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Common Capital Market Needs

Your business is constantly looking for the right investment opportunities while simultaneously having to manage compliance and market volatility. A few needs we often find when meeting initially with clients are:

Common Capital Market Needs

Your business is constantly looking for the right investment opportunities while simultaneously having to manage compliance and market volatility. A few needs we often find when meeting initially with clients are:

Market Volatility

Regulatory Compliance

Technological Disruption

Market Volatility

Navigating the uncertainties of geopolitical tensions, economic indicators, and market sentiment requires timely market analysis and adaptive investment approaches to protect capital and maximize returns for investors.

Regulatory Compliance

Your business must stay abreast of regulatory developments, implement compliance measures, and invest in regulatory technology (RegTech) solutions to ensure adherence to regulatory standards and avoid regulatory sanctions.

Technological Disruption

Your business must adapt to rising technological changes by investing in digital transformation initiatives, enhancing cybersecurity measures, and leveraging data analytics and automation tools to remain competitive and compliant in a rapidly evolving digital ecosystem.

Platinum Cubed is the Best Salesforce Solution for Capital Markets

That's where Platinum Cubed comes in - we're here to help you build and manage a Salesforce system that allows you to automate organization, manage regulatory requirements, and invest in future success.

Easy-to-Use CRM Software

Platinum Cubed will provide a centralized Salesforce platform to manage client interactions, preferences, and transactions. It allows firms to track client communications, maintain comprehensive profiles, and analyze historical data to better understand and serve client needs.

Client Generation and Management

Platinum Cubed will implement a Salesforce platform that streamlines lead generation processes by capturing leads from various sources and tracking them through customizable workflows. It enables lead scoring, automated follow-ups, and personalized nurturing to efficiently convert leads into opportunities.

Pipeline Visibility and Forecasting

Platinum Cubed will help you gain real-time visibility into the pipeline of deals and opportunities. It enables firms to track progress, identify potential bottlenecks, and forecast revenue based on historical data and current trends, empowering better resource allocation and decision-making.

Compliance and Regulatory Reporting

Salesforce can be customized to capture and monitor compliance requirements and activities. It helps firms ensure adherence to regulatory standards by automating compliance workflows, generating audit trails, and facilitating regulatory reporting. Platinum Cubed experts will optimize this for your company.

Reporting Excellence

Platinum Cubed will provide your company with robust analytics and reporting capabilities to analyze client behavior, market trends, and performance metrics. It offers pre-built dashboards, customizable reports, and data visualization tools to derive actionable insights and drive strategic decision-making.

Integration with External Systems

Platinum Cubed will optimize your Salesforce presence to seamlessly integrate with other systems and data sources used in capital markets, such as trading platforms and market data providers. This integration allows firms to access a unified view of information, streamline processes, and improve data accuracy and consistency.

What Platinum Cubed Clients Have to Say

Valuable Partnership
Platinum Cubed LLC has been a very valuable partner to our organization providing superior Salesforce knowledge and solutions to our matters. All projects are handles to our ongoing satisfaction, resolved in timely manner and manage efficiently. I would highly recommend Platinum Cubed Partners to any client!
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The Best of the Best
Our project had many moving parts and unique requirements that demanded attention to detail, solid and effective communication, and creative thinking. P3 nailed all of those! I wholeheartedly recommend them. Five out of five stars!
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Easy Transitions
Platinum Cubed was invaluable in our transition to Salesforce. They assisted our group every step of the way. From development and decisions through training, they were always available and willing to help. We couldn't have had such a successful implementation without partnering with them.
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Learn why Platinum Cubed is the right choice for Capital Markets with a no-hassle, no-cost consultation.
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