public relations

Cloud Peritus and FactSet collaborate to slingshot deal management in Financial Services through Salesforce

March 29, 2023
Cloud Peritus
Cloud Peritus and FactSet collaborate to slingshot deal management in Financial Services through Salesforce

Cloud Peritus, a leading Salesforce boutique consulting firm, is pleased to announce its strategic collaboration with FactSet, a global financial digital platform and enterprise solutions provider, to accelerate deal management on Salesforce for private equity, investment banks, and wealth management services. 

FactSet has been an industry-leading market data provider for more than 40 years, with over 180K investment professionals worldwide benefitting from its services and solutions.

Key Highlights: 

  1. FactSet data feeds into Cloud Peritus potential matching algorithms in surfacing relevant companies and in making an informed decision about the flowing of funds, activism signals/financial drivers of an entity, and intraday market performance that are highly beneficial to investment banking, private equity and wealth management firms.
  2. With Cloud Peritus' Subscribable Summary Notifications, key account managers can stay ahead of the others in winning deals with access to the latest news and key financial information through timely notifications about companies in their watchlist. 
  3. With real-time data updates from FactSet and Cloud Peritus' deep industry expertise, wealth advisors and key account managers can maximize their client's ROI with quick decision-making power, with access to real-time market data, news, and insights on companies in their client portfolio. 

*Extensive Solution/Feature Highlights provided upon request. For questions, please contact

About Cloud Peritus

Cloud Peritus is a boutique consulting firm focused on transforming businesses through the power of Salesforce fueled by its passionate, committed, and high-achieving practitioners. Cloud Peritus deliver world-class and innovative solutions to some of the most complex business problems, which is reflected in the perfect record of 5-star ratings on the AppExchange.

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to over 7,000 global clients, including over 180,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P500, we are committed to sustainable growth and have repeatedly scored 100 on the Human Rights Campaign® Corporate Equality Index and been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at and follow us on Twitter and LinkedIn.