FinServ Consulting

Unlocking the Power of Salesforce for Asset Managers & Banks

Highlights With PE & Hedge Fund skins, we jumpstart your implementation with a set of preconfigured screen layouts, tools and reports made for your business. We work with your Sales, Marketing and IR teams ensuring every part of your fund is covered.

Asset Managers have large sales teams often separated between retail and institutional, or geographical or branch hierarchies. FinServ has the expertise and specific technical skills to ensure your implementation is done right the first time.

FinServ provides a cost-effective outsourced support solution so you can keep taking advantage of the 3 major Salesforce releases each year. We will make sure any user issues or questions are addressed ensuring strong user adoption of Salesforce.

Description FinServ is focused exclusively on Financial Services with a team of management consultants who are experts in the industry.Our experience spans fifteen years, forty-two of the one hundred top hedge and private equity funds, one trillion in assets under management, and nearly six hundred projects successfully completed on time and on budget.FinServ delivers customized world-class business and IT consulting services for the front, middle and back office, providing managers with optimal and first-class operating environments to support all investment styles and future asset growth.With our development capabilities we can bring your Salesforce implementation to the next level by taking any business process in your business and automating it with the world’s leading software platform. We have extensive experience integrating systems and we leverage that expertise to build interfaces to any of your firm’s systems, creating the most efficient systems and architectures for our clients.

  • Certified Professionals

  • Salesforce Certifications

  • Appexchange Reviews

  • Appexchange Rating


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    (646) 603-3799
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# Focus

# Salesforce Expertise


# Certifications (5)

Pardot Specialist

2 x Pardot Specialist

Salesforce Certified Administrator

2 x Salesforce Certified Administrator

Sales Cloud Consultant

1 x Sales Cloud Consultant

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States

United States: New Jersey, New York

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Salesforce Value Delivered

CloudMasonry is a full-service and the leading provider of Salesforce consulting services for organizations both large and small across the US. The consulting company leverages its experience with cloud-based systems to help companies discover more significant value in their Salesforce investments. With their extensive experience across major industries, they have combined deep enterprise consulting experience with their collaborative approach to project delivery.

Client feedback from AppexChange:
“CloudMasonry was extremely easy to work with and very knowledgeable. They worked within our budget restrictions and offered as much follow-up support as we needed. I would highly recommend them.”

Certified Professionals: 39

AppExhange Reviews: 16

AppExhange Rating: 4.9

International: 2 Countries

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