Salesforce Implementation Experts

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INVISR’s leadership team is lead by veterans of the Salesforce ecosystem for product, services and sales with a particular focus in the Financial Services Industry. With over two-hundred successful Salesforce implementation projects, you can rely on the INVISR team to ensure your Salesforce instance aligns to best practices.


IMPLEMENTING SALESFORCE WITH POLYSTACK

In addition to INVISR’s Salesforce services practice, our team can also leverage Polystack. Polystack is a comprehensive, low-code, component based, application built to extend the power of the Salesforce platform to support certain historically complex use cases. With Polystack, INVISR Services can lower the net implementation cost and timeline of projects with applicable projects.

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FINANCIAL SERVICES EXPERTISE

RESIDENTIAL LENDING

As Salesforce for Mortgage experts, INVISR has built a number of solutions and templates are built to extend the power of existing enterprise applications to support the full end-to-end mortgage lead to fulfillment process for lenders, borrowers, and brokers, along with supporting functions for the operations and HR functions of a mortgage bank.

WEALTH MANAGEMENT

Salesforce for Wealth Management expertise including the processes that inform KYC, marketing, document management and distribution, and transaction management.

RETAIL BANKING

Salesforce for Banks and Credit Unions, with a particularly strong background in both mortgage and commercial lending.  INVISR has expertise integrating with a number of core providers and loan origination systems to get a full picture of the customer/member. 

ASSET MANAGEMENT

INVISR has expertise in implementing Salesforce for both Institutional and Retail/Wholesale constituents, across marketing and investor relationships including portals for investors and/or partners.

INVESTMENT BANKING

Vast experience implementing Salesforce to track and manage operating companies, capital providers, services providers, and associated contacts, with workflow to support deal management, conflict checking, and much more.

INSURANCE

Years of experience implementing Salesforce for Carriers and Brokers, including integration with claims and/or agency management systems, customer/broker portals, and client lifecycle & renewal management.

PRIVATE EQUITY

Deep industry expertise on both the fundraising and deal sides, including the implementation of full deal tracking in Salesforce including deal team management, due diligence tracking, deal room integration, and much more.