As financial services industry specialists, Brightmark enables you to find, win, retain, and grow customers more effectively. Our expert team of certified Salesforce Consultants serves as your trusted partner, guiding you through technology planning and implementation to drive real business results. We also provide you with ongoing service and support to ensure your long-term success.
With extensive experience in regulatory requirements, PIPEDA, client portals, data security, and integration with back-office systems, we are experts in Financial Services Cloud applications. We know how to help you grow your book of business, increase client satisfaction, and streamline administrative work.

Here’s Why You Can
Count on Brightmark:
SEASONED EXPERTS IN BOTH SALESFORCE
AND FINANCIAL SERVICES
As Certified Salesforce Consultants, Brightmark has been working with Salesforce since 2006, completing over 100 implementations for financial services clients. We understand how financial firms are using the technology and how to leverage best practices to your advantage. Collectively, our team represents more than 150 years of Salesforce experience and over 40 Salesforce certifications, including professional expertise at Salesforce itself as well as leading consulting firms. We set the bar high: excellence is our standard in delivering better ways to use Salesforce.
AGILE AND PRICE COMPETITIVE
Brightmark is a specialized boutique agency. When you work with us, you are partnering directly with seasoned consultants who take the time to understand and advise you on what you uniquely need. Our experience in your sector ensures more accurate, efficient quotes and project management. Our size and agility assure you that our estimates will be more competitive than those of larger firms.
PASSIONATE ABOUT OPTIMIZING TECHNOLOGY AND YOUR SUCCESS
We make it our business to be on the pulse of what’s possible with Salesforce. We bring that passion and insight to your business to help you build short- and long-term roadmaps that get real results. Not only do we care about your business, we are also committed to collaborating with you as a vital extension of your team. We’re here to build ongoing partnerships that help unleash your business potential.