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 Team + our alert-centric Sponsor Vantage Point Salesforce template quickly levels the playing field for sponsors, distributors, and capital markets firms. Maximize your ROI with a fully integrated, managed and supported salesforce solution.

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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

Big data meets your data

CRD driven/click to broker check

Are you putting your data to work for you?

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2013 Alternative Investment Sponsor Innovation Award Winner

Innovating for your success with integrity, compliance, and excellence since 2006