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CPBLTY
Salesforce expertise built for financial services
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 1
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 4
CPBLTY is a Salesforce-focused technology consulting and CTO-as-a-Service firm built specifically for financial services. We help RIAs, independent advisors, wealth managers, Lenders, Banks, etc. get more out of Salesforce.
Description
CPBLTY is a Salesforce-focused technology consulting and CTO-as-a-Service firm built specifically for financial services. We help RIAs, independent advisors, wealth managers, lenders, and banks get more out of Salesforce — from initial implementation to full-scale optimization. Our team brings deep expertise across Financial Services Cloud, Sales Cloud, Service Cloud, Marketing Cloud, Omnistudio, Apex, and the broader Salesforce ecosystem, with a hands-on approach that maps your business processes, implements best of class, and keeps you focused on what's next. We don't just configure software — we help you run a smarter firm.
Highlights
We work exclusively in financial services — RIAs, wealth managers, and advisory firms. That means no ramp-up time, no generic playbooks. Just deep Salesforce expertise applied directly to the way your firm runs.
CPBLTY functions as your on-demand technology leader — helping you make smart decisions about your Salesforce stack, integrations, and roadmap without the cost of a full-time hire.
We don't hand off a config document and disappear. We map your processes, implement with precision, and stay engaged to make sure your Salesforce org keeps pace with your business.
Provider Details
CPBLTY is a Salesforce-focused technology consulting and CTO-as-a-Service firm built specifically for financial services. We help RIAs, independent advisors, wealth managers, Lenders, Banks, etc. to get more out of Salesforce — from initial implementation to full-scale optimization. Our team brings deep expertise across Financial Services Cloud, Sales Cloud, Service Cloud, Marketing Cloud, Omnistudio, Apex, and the broader Salesforce ecosystem, with a hands-on approach that maps your business processes, cleans up what's broken, and builds what's next. We don't just configure software — we help you run a smarter firm.
Geographic Focus
United States
Languages
English