Skip To Content

BlueMatrix Salesforce Integration

Integrate Salesforce with your research publishing and content distribution processes to drive engagement, readership, and better client experiences

As the world’s largest publisher of investment research, BlueMatrix helps financial institutions author and distribute research to grow reach, showcase market insights, deepen prospect engagement, and ultimately grow client portfolios through great investment advice.

Many of these organizations also leverage Salesforce to drive operations: prospecting and pipeline management; KYC and client onboarding; research, sales, and trading; and client servicing. These are just a few of the business cases Silverline helps investment banks and research firms realize, but how can firms bring together their publishing and operational processes for deeper client insights? How can they reimagine the client experience to develop apps and portals clients love?

With a BlueMatrix Salesforce integration, financial institutions can bring together all of these insights into a single pane of glass.

bluematrix salesforce integration

Benefits of integrating BlueMatrix with Salesforce

The 5 Trends Shaping the Future of Investment Banking

As the world continues to change, a few key trends have come into focus in the investment banking industry. Learn how investment banks are aggregating first-party, second-party, and third-party data, and using martech to capitalize on this data to build relationships and accelerate deals.

Grab the investment banking trends ebook.
The 5 Trends Shaping the Future of Investment Banking

Rethinking Your Event Strategy: Digital Conferences & Client Engagement

Check out this webinar with corporate access and research experts from Fidelity Investments, Tier1, and BlueMatrix to learn key insights about how investment banks, private equity firms, and other capital markets organizations are shifting their thought leadership online, driving attendance to digital events, and using smart tools to measure client engagement and interest.

Watch the webinar
person using a laptop

Why choose Silverline?

Silverline is a Salesforce consulting partner with over a decade of experience serving financial services organizations, including banking and lending, insurance, wealth management, and capital markets firms. Our consultants specialize in these verticals and often come with first-hand experience in these industries.

We’ve integrated BlueMatrix and Salesforce before and would love to integrate it for you, too. With our combined industry and technical expertise, we can deliver a solution that fits industry best practices and meets your unique needs.

digital tablet in hand in a meeting

We’re ready to help

Learn more about how Silverline can help you integrate BlueMatrix and Salesforce.

Let’s talk

We don't support Internet Explorer

Please use Chrome, Safari, Firefox, or Edge to view this site.