Capital Markets Technology Solutions
Alternative Investment Sponsor, Distributor, and Capital Markets technology solution architects specializing in salesforce, business intelligence, workflow automation, transfer agent custom integration, straight through processing, and segmentation/targeting tactics.
Data, your wholesalers most valuable asset— It has become vital to operationalize data into actionable insights. These insights can meaningfully impact multiple functions, processes, teams, and the entire ecosystem of the Capital Markets Business Value Chain.
The Centersky DevOps team quickly levels the playing field for sponsors, distributors, and capital markets firms. Maximize your ROI with a fully integrated, managed and day to day supported salesforce solution.
Alert centric environment for your wholesalers
Conference ROI - Tracking campaigns and attendees activity and sales prior and post campaign
E-marketing with hot lead alerts
Blind Spot Detection
Salesforce Marketing Cloud/Pardot & Marketo
AI driven/pre-loaded focus based on automated real time database segmentation
Advisor Intelligence/Big data meets “your data”
CRD driven/click to broker check
Are you putting your data to work for you?
2013 Alternative Investment Sponsor Innovation Award Winner
Innovating for your success with integrity, compliance, and excellence since 2006