Platinum Cubed - Salesforce Partner for Real Estate & Financial Services - Platinum Cubed - AppExchange
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Platinum Cubed - Salesforce Partner for Real Estate & Financial Services

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 52
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 23
  • Year this company was founded Founded 2019
Kickstart growth & build for the future with Platinum Cubed + Salesforce

We're a full-service Salesforce Implementation Partner offering implementation, advisory, integration, and managed admin solutions to real estate and financial services businesses. We go above and beyond to help you achieve the outcomes you want.


  • Platinum Cubed is focused exclusively on Salesforce for Financial Services. ##We understand the challenges you’re facing, and we know how to use Salesforce to transform your business and unlock value.
  • We make technology work for you. ##We build solutions designed to solve your unique challenges and deliver the results that are most important to you. Our team works closely with you to make sure your technology investment leads to the outcomes you want.
  • Platinum Cubed is woman-owned and client-obsessed. ##You could say we came for the tech and stayed for the relationships we’ve built with our clients. We love Salesforce, but what drives our team is seeing our work's impact on our clients’ success.


We know Salesforce and Financial Services, which means we have the experience and the technical skills to solve your most pressing business challenges.####Whether you’re looking to implement Salesforce for the first time or need help optimizing an existing implementation, we can help. ####And we don’t expect you to know everything ahead of time. Our team specializes in translating your business requirements into custom Salesforce solutions tailored to fit your needs.####We’ve helped our clients achieve quick ROI, unlock the value of data, automate manual processes, boost sales, improve customer relationships, transform due diligence, foster collaboration, scale operations, build future-proof integrated technology foundations, and more. ####We'd love to do the same for you.####INDUSTRY EXPERTISE: Real Estate Sales, Real Estate Investment, Asset Management, Mortgage Lending, FinTech, Insurance, Decentralized Finance & NFTs, Banking, Wealth Management####TECHNOLOGY EXPERTISE: Salesforce Financial Services Cloud, myTrailhead, Pardot, Salesforce Sales, Service, Experience & Marketing Clouds, Tableau, Encompass, Optimal Blue, Nintex, RingCentral, Data Warehouse, Docusign, ARGUS, Yardi

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About Platinum Cubed