Your Growth
with Salesforce

Brightmark enables transformative
results for financial services


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.


If you are getting started with Salesforce or are already users, Brightmark will help you get the most out of the world’s #1 customer success platform.

Our experience includes customizing, implementing and supporting the
following Salesforce products:

  • Sales Cloud
  • Financial Services Cloud
  • Community Cloud
  • Service Cloud
  • Custom Apps with App Cloud
  • Heroku
  • Pardot and Marketing Cloud
  • Back Office to Salesforce Real-Time and Batch Integrations

Salesforce for
Financial Services

Brightmark understands the specialized needs and true potential of Salesforce for financial service firms, including wealth and asset management, fund wholesalers, mortgages and mortgage investment, lenders, insurance brokers, and MGAs.

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.


With Managed Services, you can leverage Brightmark’s consulting and development team to get the most out of your Salesforce investment. Services include road mapping sessions, issue tracking, enhancements, active Salesforce usage monitoring, and a team ready to execute on your expanding needs.

Salesforce Backup & Security

Brightmark helps you protect and secure internal and client data. As Certified Salesforce Consultants and specialists in financial services, we provide guidance informed by up-to-the minute industry intelligence and best practices.

Salesforce Training

To help you achieve optimal results, Brightmark offers live classroom Salesforce Administrator and Developer training. These training programs are for both organizations looking to develop in-house Salesforce resources and individuals who are looking to grow their careers. In all training sessions, participants learn from certified Salesforce Consulting veterans with experience implementing hundreds of projects. The result is enhanced programs that reach beyond basic features and ‘how-to’ skills. Our programs will empower learners to think critically and maximize what Salesforce can do for their organizations.

Here’s Why You Can
Count on Brightmark:


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.


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.


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.

What Clients
Say About

  • At Horizons ETFs we consider our work with Brightmark a true partnership. With their expertise we have been able to leverage our Salesforce client management system to its fullest potential.

    Horizons ETFs

    Tammy Cash,
    Executive Vice-President, Head of Marketing

  • The Brightmark team understands our business, our clients and our challenges, which allows them to implement quickly and cost-effectively. Brightmark’s deep bench of Salesforce experts working with us has been key to our continuous improvement.

    NEI Investments

    Steve Wylie
    Director, Digital Sales and Enablement

  • Stone engaged Brightmark in 2018 to help with our Salesforce and Pardot integrations and they have since become one of our most valuable business partners. They are subject matter experts who consistently provide advice and solutions that benefit our bottom line. Our projects are delivered on time and on budget, and my team is continually wowed by their service. I would recommend Brightmark to any organization looking to work with the best of the best.

    Stone Investment Group Limited

    Richard G. Stone
    Founder & CEO

Let’s have a
about your needs

Our experience includes customizing, implementing and supporting the following Salesforce products:

  1. Review your business goals: where you want to go.
  2. Review your business needs: current systems, processes and status.
  3. Outline potential solutions, including recommended products and license mix.
  4. Outline your Salesforce options, including cost and speed of deployment.
  5. Provide your customized business proposal, including goals, problems, and solutions, approaches to be taken, and deliverables.