Salesforce Finance Cloud Experts

Enterprise-Calibre Expertise,
Without The Enterprise Markup

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 through development and beyond. Founded in 2008, with 1,400+ clients served, MAC is a leading name in Marketing Automation and CRM consulting.

Six Reasons Clients Choose Us.

Enterprise Quality,
Without the Markup

Certified experts, a 4.8 star G2 rating, and 17 years of results, delivering enterprise-caliber work without the enterprise markup.

Full Funnel Service

Web Experience, Marketing Automation, and Salesforce expertise, under one roof. So, your buyer journey stays seamless from first click to closed deal.

Deep Trust, Fast Answers

Your dedicated consultant knows your business inside and out, and responds like an in-house team member in your tools, on your timeline.

Build Capability,
Not Dependency

Our consultants take the time to teach, not just execute so your team walks away understanding the process, not just the output.

MAC's Framework,
Tailored Delivery

Our proven framework, your way. Your pace, your priorities, inside the communication tools your team already uses.

Flexible Billing Model

Our confidence in the work speaks for itself. Choose retainer, SOW, or by-the-hour, and stay because you want to, not because you’re locked in.

Trusted by 1400+ Happy Clients