Industries

Real Estate

P3 supports real estate firms across the asset lifecycle by centralizing data and workflows to enable faster, more transparent, data-driven decisions—streamlining investor onboarding, operations, and fundraising.

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Financial Services

P3 supports financial services firms across banking, capital markets, insurance, and fintech by unifying data, compliance, and operations to improve efficiency, strengthen relationships, and drive growth.

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Health & Life Sciences

P3 helps Health & Life Sciences organizations streamline operations, strengthen compliance, and improve decision-making across commercial, clinical, and regulatory functions to drive better patient outcomes.

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Real Estate

How P3 Supports Real Estate

P3 supports real estate organizations across the entire real estate asset lifecycle — from sourcing and acquiring real estate investments to optimizing real estate operations and strengthening real estate investor relationships. By centralizing real estate data, workflows, and reporting, P3 enables real estate teams to operate with greater speed, transparency, and control.

Our real estate solutions streamline real estate financial modeling, real estate investor onboarding, regulatory compliance, and ESG reporting while integrating real estate PropTech systems to improve operational efficiency. With P3, real estate firms can make faster, data-driven real estate decisions while aligning capital strategy, sustainability goals, and evolving real estate market dynamics.

Measurable Impact for Real Estate Firms

  • Up to 50% faster real estate investor onboarding through automated intake and approval workflows

  • $125M average annual real estate fundraising supported through improved real estate data organization and investor visibility

  • 20% faster real estate investor lead conversion driven by optimized real estate pipelines and engagement strategies

Functional Coverage

  • Asset Management
  • Development & Construction
  • ESG & Sustainability
  • Finance & Capital Markets
  • Investment & Acquisitions
  • Legal & Compliance
  • Leasing & Sales
  • Marketing & Investor Relations
  • Property & Facilities Management
  • Technology & PropTech

Financial Services

How P3 Supports Financial Services

P3 helps financial services organizations modernize financial services operations, strengthen financial services client relationships, and scale securely in today’s highly regulated financial services environment. By unifying financial services client data, compliance workflows, and reporting within a single platform, P3 enables financial services institutions to deliver consistent, high-value client experiences.

Our financial services solutions are designed to eliminate operational inefficiencies, accelerate financial services client onboarding, and improve visibility across financial services front, middle, and back-office functions. The result is greater agility, stronger financial services compliance, improved risk management, and sustainable financial services growth.

Measurable Impact for Financial Services Institutions

  • Up to 40% faster financial services client onboarding
    Automated financial services KYC, compliance, and approval workflows significantly reduce time from first client interaction to account activation.

  • 25–30% increase in financial services advisor productivity
    Centralized financial services client data and automated workflow management allow advisors to focus on high-value financial services client engagement.

  • 15–20% improvement in financial services client retention and cross-sell rates
    Personalized, data-driven financial services engagement and enhanced visibility into client needs drive stronger financial services relationships and long-term growth.

Functional Coverage

  • Capital Markets
  • Insurance
  • Investment Banking
  • Lending & Credit
  • Payments & Fintech
  • Private Banking
  • Wealth & Asset Management

Health & Life Sciences

How P3 Supports Health & Life Sciences

P3 enables health & life sciences, insurance, and health services organizations to operate more efficiently while meeting strict regulatory, healthcare compliance, and insurance governance requirements. By unifying commercial, clinical, regulatory, insurance, and health services functions on Salesforce, P3 helps organizations improve coordination, visibility, and data-driven decision-making across the entire healthcare and insurance value chain.

Pharmaceutical and biotechnology companies benefit from streamlined product launches, personalized HCP engagement, and stronger alignment between medical, marketing, and field teams. Medical device and diagnostics organizations improve commercial performance through more agile sales operations and integrated health services delivery models.

Healthcare providers, health services organizations, insurance companies, and health insurance payers achieve more coordinated care, automated insurance workflows, streamlined claims and member services processes, and improved patient and policyholder experiences.

Measurable Impact Across Health Services & Insurance Organizations

  • 30–45% faster commercial execution and product launches
    Improved coordination across sales, medical, marketing, insurance, and health services teams accelerates go-to-market readiness.

  • 20–30% improvement in field and health services team productivity
    Smarter territory planning, automated health services workflows, and unified CRM and insurance data reduce administrative overhead for commercial, clinical, and insurance teams.

  • 15–25% reduction in operational and administrative costs
    Automation, insurance process optimization, system consolidation, and enhanced health services data visibility lower manual effort while maintaining healthcare and insurance compliance.

Functional Coverage

  • Biotechnology
  • Contract Development & Manufacturing Organizations (CDMOs)
  • Contract Research Organizations (CROs)
  • Diagnostics & Laboratory Services
  • Health Insurance & Payers
  • Health IT & Digital Health
  • Healthcare Providers
  • Medical Devices
  • Pharmaceuticals
  • Public Health & Government Health Agencies