Skip To Content
Get In Touch

Search...

BlueMatrix

BlueMatrix Salesforce Integration

Drive engagement and readership by using Mphasis Silverline to integrate Salesforce with your research publishing and content distribution processes.

BlueMatrix helps financial institutions author and distribute research to grow reach, showcase market insights, deepen prospect engagement, and grow client portfolios.

Why integrate BlueMatrix with Salesforce?

Many financial services 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 Mphasis Silverline helps investment banks and research firms realize, but how can firms bring together their publishing and operational processes for deeper client insights?

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

  • 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.

  • 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.

  • 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 investment banking continues to change, a few key trends are coming into focus that we’re seeing across the industry and from our clients. In this eBook, we walk through each of the top five investment banking trends and beyond so your team can manage the next decade of deal-making.

Read more

Why choose Mphasis Silverline?

Mphasis 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.

Learn more
Partner

Ready to see results?

Get in touch