Insights

Managing SPVs and FoFs as a wealth manager often requires reevaluating whether your current CRM truly supports your workflow. To help teams working closely with investment bankers and wealth managers, we’ve put together a brief

Salesforce and DealCloud are both leading customer relationship management (CRM) platforms widely used by private equity firms, venture capitalists, and investment bankers. At Platinum Cubed, we bring deep expertise in CRM strategy and implementation to

For individuals in commercial real estate who are weighing the pros and cons of Salesforce vs Zoho, we’ve developed this guide to help go below the surface of both companies and see what they have

Registered Investment Advisors (RIAs) and wealth managers often face decision fatigue when comparing Customer Relationship Management (CRM) systems. The looming shortage of wealth advisors in the US – the industry faces a shortage of roughly

Are you in financial services and debating between Salesforce and HubSpot CRM systems? Our streamlined guide, built on years of experience with Salesforce and HubSpot, outlines the advantages and drawbacks of each platform. Knowing when

After overcoming challenges in the financial sector, your business is poised to simplify operations by consolidating multiple software applications into a single, streamlined Customer Relationship Management (CRM) system. Both companies are similar in that they