Salesforce has proven its application and value across a broad range of industries, and the launch of their Financial Services Cloud solution is enabling modern financial services institutions to deepen customer relationships with a custom, unified experience.

Preferred Capital Securities (PCS) is an investment banking firm focused on the wholesale distribution of real estate based investment offerings to Broker-Dealers and Registered Investment Advisors across the United States and Puerto Rico. With current operations in over 20 nationwide markets, PCS affiliated industries include a full service investment management firm, a full service acquisition, asset management and disposition firm and a full service property level management firm.

With such a unique business model and complex array of offerings, they chose to build their business on the Salesforce platform as part of their commitment to delivering trust, transparency and a seamless experience to their stakeholders, partners and clients. Greg Mausz, EVP of Operations & Due Diligence for PCS recently shared how they use Salesforce to drive successful sales, service, marketing and business operations, and the power of having a 360-degree view of their business.

VIDEO: Financial Services Success on Salesforce

By partnering with Configero to evolve and optimize their use of Salesforce, they can manage all of their relationships and interactions with firms, financial advisors, and investors and make intelligent, data-driven decisions about how to move their business forward.

This is just one example of how Salesforce is modernizing the financial services landscape - Configero has helped several leading financial services organizations tap into the power of CRM to drive growth and build trust. Click here to find out more about our financial services experience on Salesforce.