Salesforce for Capital Markets: Scale & Automate at Ease

Drive fundraising, investor reporting, communications with stakeholders and deal workflows with Salesforce for capital markets.

We, like nobody else, know how sophisticated dealmaking in capital markets can be. From strict data governance and data hygiene to multifaceted sales cycles with many noughts, there are no second chances. Well, not when you’ve got a powerful Customer Relationship Management system.

A purpose-built CRM platform like Salesforce for capital markets can help you drill into each opportunity and learn what deal is most likely to close, who is best performing from your team, and what figures in ROI you should expect. The only challenge left is to choose a trustworthy partner who will breathe life into your Salesforce capital markets initiative.

Ascendix brings 10+ years of partnership with Salesforce coupled with our understanding of the challenges investors, traders, and bankers face, and this experience uniquely positions us to implement, migrate, customize, and develop the right apps and tools for capital markets rivals, like JLL and Colliers, to drive fundraising, track deals, and manage investor reporting.

They Trust Our Salesforce Capital Markets Experts

Wes Snow and Todd Terry, co-founders of Ascendix Technologies

Why Choose Ascendix

Stop Chasing Down Data – Let Salesforce Do the Work

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We Know Mortgage Banking

The competition in mortgage banking brings forward new challenges like the need for perfect record keeping and centralized customer profiling. While the former is key to eliminating repeat requests, the latter is required for a complete picture of the customer. And both are unachievable with amateur tools like Excel.

For over 26 years in the CRM market, we’ve got smart about mortgage banking pain points and developed a one-of-a-kind Salesforce-based CRM for CRE capital markets. We can also tune your existing CRM or develop a whole new system to let you gain maximum returns on your deals.

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We Know Private Equity

For private equity firms, managing relationships with general and limited partners is critical. And this goes much further than simply pulling deals into one pipeline. It requires AI-powered intelligence to maintain healthy and efficient partnerships throughout the whole investment and fundraising process.

That is why our clients within the private equity space choose Salesforce, the world’s best CRM for investors. As a Salesforce Ridge Partner, we have been helping private equity firms leverage the unlimited power of Salesforce to multiply their returns and scale their business.

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We Know Venture Capital

With longer deal cycles, venture capital is even more reliant on relationships than private equity. From the initial due diligence to the long-awaited deal closure, investors need to spend years if not decades nurturing their partnerships and thus future returns.

We know how to address the complex dead cycles with Salesforce for venture capital. For 26 years, Ascendix has been helping global clients like Colliers and ABP Capital automate tasks, source better opportunities, and get better returns with Salesforce venture capital.

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We Make Sure You Hit Your Targets with Salesforce Services for Capital Markets

Capital markets firms want interoperability, flexibility, and compatibility with existing processes. We deliver this at scale, from Salesforce implementations and integrations to training and support, making sure you act with confidence while both sourcing and executing deals.

Task Automation

We will automate daily and mundane tasks like sending email notifications, assigning follow-up tasks, data updates, and scheduling calls with Workflow rules, Process Builder, and Apex triggers to reduce time spent on manual duties.

Salesforce Einstein AI

Our team will complement your Salesforce instance with Einstein AI which will help you to achieve better insights into your dealmaking, marketing and service activities while also predicting their success.

CRM Strategizing & Roadmapping

We will assess your CRM performance and maintainability based on your business needs. Then we'll craft a detailed plan for your CRM optimization, customization, and CRM adoption.

User Training

With 3 major upgrades in a year, Salesforce’s functionality and interface change fast. And we can help you keep up with the new features by educating your users, consulting you on the best change management approaches, and providing clear communication plans.

Task Automation

We will automate daily and mundane tasks like sending email notifications, assigning follow-up tasks, data updates, and scheduling calls with Workflow rules, Process Builder, and Apex triggers to reduce time spent on manual duties.

Salesforce Einstein AI

Our team will complement your Salesforce instance with Einstein AI which will help you to achieve better insights into your dealmaking, marketing and service activities while also predicting their success.

CRM Strategizing & Roadmapping

We will assess your CRM performance and maintainability based on your business needs. Then we'll craft a detailed plan for your CRM optimization, customization, and CRM adoption.

User Training

With 3 major upgrades in a year, Salesforce’s functionality and interface change fast. And we can help you keep up with the new features by educating your users, consulting you on the best change management approaches, and providing clear communication plans.

Download Our Portfolio of Consulting Projects

Looking for a solution to your capital markets challenge? You don't need to reinvent the wheel - just look at what we have already delivered to our clients. Maybe you'll find your answer there.

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Customize Your Salesforce to Reflect Your Business Processes

Even such a proven leader as Salesforce may not always cater to your needs with out-of-the-box functionality. This is where we step in: we can tune your Salesforce for capital markets platform to address your unique challenges, whether you are operating in equity/debt capital, investment banking, or asset management.

Salesforce Products We Can Customize & Configure

Ascendix experts can optimize the Salesforce solutions like Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud (aka Experience Cloud), Financial Services Cloud, App Cloud, Health Cloud, Revenue (aka Billing & CPQ) Cloud , Pardot (aka Marketing Cloud Account Engagement), and Einstein Analytics (aka Tableau CRM) to address your key business challenges.

We needed immediate help with developing a major functionality for our core Salesforce solution. Ascendix developed a custom application within Salesforce managed package using Apex, Flows, and metadata configuration. Despite the urgency and multiple challenges, the team was able to understand the current solution and adjust it in time and within the planned budget.

Roel Waals, Founder and Head of Product, M |ployee

Our Technology Stack

Since 2001, we've been successfully using multiple Salesforce technologies like Apex code, Lightning Components, Visualforce, Heroku, and Lightning Web Components as well as technologies like Xamarin, ElasticSearch, JavaScript, Java, etc.

Maximize Salesforce Functuonality for Capital Markets with Ascendix

Cut Your Bill with a Ready-Made Solutions for Capital Markets

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Ascendix Search app interface laptop

Ascendix Search for Salesforce

Ascendix Search is one of our AppExchange apps. We built it to simplify and enhance the general Salesforce search. With Ascendix Search you can create targeted lists of prospects or other objects without the help of a Salesforce admin and save lots of hours every week. Additional features include Export to Excel, mass record editing, and using maps and charts for searching your data.

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AscendixRE for Capital Markets

AscendixRE: Salesforce-Based CRM for Capital Markets

AscendixRE is a Salesforce-based CRM for commercial mortgage bankers and capital markets professionals. It is a one-stop-shop tool that has all the necessary fields, objects, and workflows for capital markets. What’s more, our partnership with Salesforce makes it possible to offer AscendixRE with an embedded Salesforce license for a cost lower than if you bought a generic Salesforce license.

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AscendixRE for Capital Markets

AscendixRE for Capital Markets upgrade gave us the ability to store information on the criteria of various capital sources using fields that could then be indexed or queried to facilitate the procurement of capital for our debt/equity projects. Qualitatively the upgrade has absolutely met our expectations in organizing our capital source information in a dynamic way that is collaborative and accessible to everyone.

BlackBear Capital Partners

See How Salesforce-powered AscendixRE for Capital Markets can Accelerate Your Deal Flow

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Salesforce Capital Markets FAQ

Is Salesforce Good for Capital Markets?

Yes! With Salesforce capital markets bankers can manage the entire deal lifecycle and automate the capital raising, execution of sensitive M&A deals, and corporate restructuring with 100% visibility into client interactions from anywhere.

What System Challenges Can I Overcome with Salesforce Capital Markets Services?

The most frequent CRM-related issues that can be addressed with our Salesforce capital markets services are:

  • Modification of clunky and non-user-friendly UI
  • Enhanced data and system security
  • Automation of manual repetitive tasks
  • Optimization of data processing and importation
  • Consolidation of multiple disintegrated systems
  • Improvement of data analysis and activity tracking

How Much Do Salesforce Capital Markets Services Cost?

At Ascendix, we will help you select the most optimal service cost option due to the several engagement models we serve our clients: onshore, offshore, and blended team structures to ensure the best quality of our services for the best price.

Want to Leverage Salesforce to Its Fullest?

Choose Ascendix as your Salesforce capital markets consultant and initiate your business evolution with the world's best CRM.

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