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Kapmark

Capital Market Cloud Solutions

Overview

Our certified Salesforce consultants improve the way firm’s market, brand, and sell products and services within the Financial Services Industry by leveraging Financial Services Cloud (50 + Satisfied Clients | 75,000 + Salesforce Consulting Hours)

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  • Mutual Funds - Modern marketing tools to improved lead quality. Raise brand awareness with sales and marketing activity that will create more conversations with advisors

  • Hedge Funds - Optimize raising capital, manage research processes, follow compliance policies, integrate with fund administrators, and improve investor relationships

  • Private Equity - Reduce administrative time and complexity of Investor relations, intermediary tracking, deal pipeline, portfolio asset benchmarking, and fund management

Kapmark offers Deal Acceleration Industry Specific Solutions designed to get you quickly obtaining value from your investment in Salesforce. Managed Packages and Turnkey Salesforce Builds that Leverage Salesforce Financial Services Cloud, Sales Cloud, Experience Cloud and Marketing Cloud to help you meet your business objectives according to your schedule. We combine our skilled consulting resources with industry specific capability maps and system architecture blueprints to fuel the Agile process, providing the highest quality and delivery of technical solutions.

Categories

Product Competencies
Agentforce Sales
Platform
Small Business
Geographic Focus
Shows the regions where the provider operates or has done business
United States
Argentina
Supported Languages
English

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