FSC for Wealth Management/ria firms
This video demonstrates the enhanced functionality I've built on top of Salesforce Financial Services Cloud, specifically tailored for Wealth Management and RIA firms. In addition to showcasing standard FSC features, it walks through streamlined household creation, activity rollups, synced account roles, interaction summaries, and action plan automation—designed to reflect real-world use cases and improve day-to-day efficiency based on years of client feedback.
Private Equity
This video demonstrates a template that private equity and venture capital firms use to manage their fundraising pipeline, funds, and deals. This application was developed using the Sales Cloud platform offered by Salesforce. If you are a PE/VC firm that can't easily see all the activity across all of your team members, this video is for you.
Investment Banking
This video demonstrates functionality that was developed on Sales Cloud and offers pre-built functionality that Investment Banking firms can utilize to effectively manage their pitch pipeline, projects, and deals. If you are an investment banking firm that can't easily see all the activity across all of your team members, this video is for you.
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