BlueMatrix Salesforce Integration
Drive engagement and readership by using Silverline to integrate Salesforce with your research publishing and content distribution processes.
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.
Benefits of integrating BlueMatrix with Salesforce
Manage BlueMatrix entitlements and subscriptions
Without leaving Salesforce, users can add, remove, and request research on behalf of clients to help them stay up to date with the latest BlueMatrix research: by industry, by ticker, by author, or by particular topics.
Analyze and report on readership
Get updates in Salesforce on readership and consumption so that research, sales, and trading can know when their market insights are hitting the mark and take action. Integrate readership data inline with other marketing and demand generation tools to understand the full picture of how your clients are engaging.
Drive differentiated client experiences
Once BlueMatrix data is integrated with Salesforce, a whole new set of client engagement options opens! Deliver personalized campaign experiences triggered by reader actions through Pardot or Marketing Cloud. Build client portals and mobile apps to attract new readership and grow subscription models. Offer premium and paid events and experiences to deepen relationships.
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.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
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.
We’re ready to help
Learn more about how Silverline can help you integrate BlueMatrix and Salesforce.