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About Us

Built on partnership, driven by results.

Comprehensive Salesforce Solutions

We’re not just another consultancy. Platinum River Innovations was built from the ground up to truly partner with you — aligning industry expertise, measurable outcomes, and ongoing innovation to help you achieve your business goals and strengthen your competitive position over time.

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Industry Focused

Our lead consultants have years of experience in insurance, wealth, and financial services industries, as both clients and consultants.  This experience will minimize our clients training our consultants on common industry-specific problems. We want to partner with you, providing our industry expertise to your unique business processes, to generate strong business outcomes. 

Insurance

Innovative Salesforce solutions built for the insurance industry.

 

Wealth Management

Empowering wealth firms to deliver smarter, connected experiences.

Banking

Transforming banking operations with data-driven Salesforce insights.

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Value Centered

Implementation efforts can be difficult to quantify success. Most frequently the implementation team can agree the implementation is either done or not done, however, no one starts an implementation for the sole sake of completing the implementation.  Rather, implementations exist for an outcome and most implementations don’t exist within a measurement framework that can establish a baseline, measure toward intended outcomes, and adjust over time to maximize the implementation’s impact.

 

At the start of every implementation, we take a Success Measurement of how you will determine the value of the implementation. Usually, the success measurement is a KPI, a savings of time and money, or efficiency driver. At the end of the implementation, we do a Success Readout to celebrate the tangible results and outcomes. 

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Innovation Driven

It is common for consultants to become order takers and not proactively think about the client’s business outcomes.  At Platinum River Innovations, we’ve rebuilt the delivery model to bring industry best practices, design and adoption patterns, as well as accelerators to deliver more value to our clients through innovation in both the delivery methodology as well as the solutions.

What Our Clients Are Saying

From the very first discovery session, the Platinum River team demonstrated an exceptional level of professionalism and care. They took the time to truly understand our business, asked insightful questions, and surfaced needs we didn’t even realize existed. Their approach was thoughtful, patient, and consultative—never rushed or transactional. It’s clear they’re invested in our success, and it’s refreshing to work with a partner who makes you feel like more than just another client. Based on that experience, moving forward with signing and purchasing their services was an easy decision, and we’re confident they’ll continue to deliver the same level of excellence throughout the implementation

Insurance Director of Operations

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Ready to Begin Your Salesforce Journey?

Let’s talk about how Platinum River Innovations can help you achieve measurable outcomes and lasting success through Salesforce.

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