Cloudbanc LLC Information

World-class freelance Salesforce Administration and other services. Cloudbanc specializes in financial services companies – specifically independent investment advisors, institutional broker-dealers, and insurance companies – who need to gain greater value from their mission-critical data, which is often locked up in disparate back-office or CRM platforms. We help firms navigate and better utilize data warehouse platforms in the cloud, system integration, and Salesforce.com automation services to maximize the functionality and use of their CRM and back-office systems. Brian Schwartz is a Salesforce Certified Advanced Administrator with over 20 years’ financial services experience – including sales, operations, compliance, technology, and business analytics. Brian has several financial services licenses (Series 4, 7, 24, 53, 63, 66, VA, VL, & Life Insurance), so he understands the unique challenges financial services professionals face. Chris Schwartz is a Junior Salesforce Administrator with 20+ years of experience in research science and associated technologies. Chris is experienced at tailoring systems to fit business needs, while providing clear documentation and training in order to maximize user adoption. Ask Brian and Chris how to run your business on the Salesforce Platform.