Find Us on the AppExchange
We help wealth managers, banks, insurers, and PE firms implement Salesforce. The result: deeper client relationships, streamlined compliance, transformative growth, and integrations that deliver the synergies the deal model promised.
Let's find where your firm is leaving revenue on the table.
Financial services firms face unique obstacles that generic CRM implementations simply can't solve.
Information scattered across systems makes it impossible to deliver personalized service at the scale your clients expect.
Skyrocketing compliance costs, manual evidence collection, and fragmented reporting burn millions of dollars in labor and increase audit risk.
Acquired firms arrive with duplicate platforms, mismatched data models, and integrations no one fully documented. Every month the stacks stay separate is a month of deferred deal value.
Fragmented data makes it impossible to deploy AI safely, leading to inaccurate outcomes, security gaps.
We work across clouds to customize your Salesforce org for your specific needs.
Purpose-built CRM with household views, action plans, financial account tracking, and advisor productivity tools.
Compliant, personalized client communications across email, mobile, and digital channels with automated journeys.
Built-in audit trails, data encryption, and regulatory compliance tools for SEC, FINRA, and state requirements.
A dedicated integration layer, clean data model, and zero-downtime cutovers that turn multiple tech stacks into one operating platform. Built to absorb the next acquisition, not just survive this one.
We weren't looking for a vendor, we needed strategic partners who could hit the ground running. Digital Mass learned our business fast and multiplied what our internal team could accomplish.
Deep understanding of wealth management, banking, and insurance workflows and regulations.
Built with SEC, FINRA, and regulatory requirements from day one.
Structured LeanSF methodology refined over 150+ implementations.
We're your long-term partner for optimization, training, and growth. Not just implementers.
Whether you're modernizing your firm's CRM or integrating a new acquisition, we’re with you in the trenches from day one until done.