Salesforce Finance Cloud Experts
Available by the hour, with
no minimums or retainers.
Salesforce for Financial Services & Wealth Manangement
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
MAC is a one-stop shop for customer relationship management (CRM) needs, offering SalesForce Cloud support, training, and strategic support. We provide expert, certified CRM services, both executional and architectural design.
what sets us apart
Flexible Billing
Collaborative Approach
No Middleman
End-To-End Support
Deep Industry Expertise
Trusted by 1250+ Happy Clients
Knowledgeable, Great Service!
The MAC team came to the rescue! We didn’t have an in-house Marketo expert, and I was definitely in over my head with a Marketo migration. Post-migration, we continue to leverage the team for day-to-day operations, CRM integration, marketing design/strategy, campaign development (build/test/deploy), and analyzing campaign performance. Highly recommend!
Tracy H
Sr. Content Strategist
Small-Business (50 or fewer emp.)
Lifesaver for my team
Not only is MAC responsive, but best in class with their advice and best practices for set up. However, they 100% work with clients to meet individual company needs and workflow. They listened to our needs, drafted a very detailed project management timeline and communicated with many moving parts/departments internally. And we had fun while we completed the project.
Manager/Operations in Information Technology and Services
Mid-Market(51-200 employees)
Excellent Marketo Support Partners
Very responsive, great attention to detail, easy to work with, excellent Marketo knowledge, caught other vendors errors before project was released to the public which was big, very reasonably priced and no retainer required.
Marlaine H
Mid-Market(51-200 employees)
Responsive and highly qualified consulting
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.
Emma C
General Manager Marketing
Tailored Marketing …tailored for me
Loved the fact that I could connect with a consultant on a personal level, where they were able to understand my needs and intentions. This made the entire process much easier and effective.
Alex B
Digital Marketing Specialist
Marketing & Advertising
Excellent support and dependable expertise from Marketing…
Marketing Automation Canada helped us expand our usage of Marketo, building custom landing pages, a preference center, custom reports, data clean-up and more. They were also available to answer a plethora of questions as I worked to develop other aspects of the program.
Bailey D
Senior Marketing Coordinator
Higher Education
MAC team is an integral part of our automation strategy
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.
Samantha P.
Marketing Manager
Medical Devices
