Salesforce Finance Cloud Experts

North American Team with
Flexible Delivery Model

What I enjoy most about working with the team at MAC is that they understand our business and feel like a part of the team. They discuss the scenario, best practices and various alternatives, all the while educating us on the platform.

Salesforce for Financial Services & Wealth Management

Salesforce Finance Cloud is the ultimate platform for financial institutions looking to streamline their operations, enhance customer experience, and grow their business. Our certified experts are equipped to consult on Finance Cloud features and tools, helping you stay compliant with industry regulations and data privacy laws, so you can operate with confidence and peace of mind.

Unified view of customer account data

Compliance and risk management

Customized investment portfolio creation

Financial goal tracking

Comprehensive wealth management

Marketing Automation Corp. provides expert, certified MA and Salesforce consulting — from strategy, to development and beyond. With over 16 years in the industry, and 1400+ clients served, MAC is the #1 leader in Marketing Automation & CRM Consulting.

What Sets Us Apart

Flexible Billing

Choose between set scope, by-the-hour, or longer-term monthly retainer contracts—whichever suits you best!

Collaborative Approach

We’re here to support you in your goals, whatever they may be. From strategy to execution, we fit seamlessly into your flow.

No Middleman

Work directly with a dedicated team of certified experts. After all, your team knows you best.
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End-To-End Support

Collaborate with our design team, web development team, or CRM team. We have you covered, whatever your needs are.

Deep Industry Expertise

Established in 2008, we have deep industry knowledge with clients across all verticals, from start-ups to enterprises, local and global.

Trusted by 1400+ Happy Clients

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