Our Story

At Brightmark, we believe that there
is always a better way.


We Believe That There is Always a Better Way

We started our company implementing Salesforce for several clients in the financial services industry. With time, we noticed the solutions that delivered the biggest business impact for our clients and how to get them a quick return on their Salesforce investment. The potential we saw inspired us to turn Brightmark into a boutique Salesforce consulting firm, focusing solely on the Financial Services Industry.

Committed to
Salesforce Solutions
That Make an Impact

Today, we are a team built with alumni from both Salesforce and leading consulting services companies, with expertise in financial services. We truly understand our clients’ needs and partner with them to implement Salesforce solutions that make a significant impact on their business.

Bringing Clients New
and Better Ways to
Use Salesforce

With over 100 implementations in the financial services industry, we have honed our Salesforce and industry knowledge to efficiently customize the right solution for each client. Our focus is to stay on top of the latest developments and applications, so we continually bring our clients new and better ways to get the most out of Salesforce. To empower Salesforce users, we’ve developed a suite of training programs to share best practices and help individuals with their career growth.

We Strive to Unleash Potential

Every day, we strive to unleash potential for our clients, employees, training clients, and community. We also want to make a positive impact – to bring a bright mark to all that we touch.

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.