Targeted Salesforce Expertise
for Financial Services & Real Estate

Partner with the Salesforce experts who truly understand your business’ needs
Call: (949) 390-9380

Attuned to the
Needs of Financial
Services Providers

As a financial services business, you face unique challenges that are inherently different from businesses in other sectors. Those challenges need to be reflected in the architecture and functionality of your Salesforce system.

By supporting key integrations, leveraging automation, and optimizing your Salesforce architecture to meet the specific needs and goals of your business, Platinum Cubed will help you achieve a higher level of efficiency and value in your customer interactions.

Industries Served

Platinum Cubed provides comprehensive Salesforce implementation, integration, and management services for the following sectors.
Real Estate
  • REITS
  • Commercial RE
  • Property Management
  • Brokerages
  • Vacation Rentals
  • Key Integrations: Yardi and Quickbooks
Lending
Wealth Management
Insurance
Banking
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Connect with Platinum Cubed

Contact us today to learn why Platinum Cubed is the right choice for financial services providers.
Let's Talk