SOURCE: Bluewolf

Bluewolf

July 13, 2010 09:05 ET

Fieldpoint Private Bank & Trust Taps Bluewolf and Salesforce for Cloud Computing CRM Solution and Implementation

NEW YORK, NY and GREENWICH, CT--(Marketwire - July 13, 2010) - Bluewolf (www.bluewolf.com) announced today that it was selected by Fieldpoint Private Bank & Trust (www.fieldpointprivate.com) to rollout a Cloud-based Salesforce CRM solution, with a focus on delivering a 360 degree customer view. A leading agile business transformation consulting firm, Bluewolf has a decade of success in Cloud computing and SaaS solutions, including Salesforce CRM.

Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial services firm offering private banking, business banking, wealth management & trust services, and family office services. Founded in 2008, Fieldpoint Private prides itself on offering innovative and secure banking and wealth management solutions to the high-net-worth community of Greenwich, Connecticut, and surrounding areas. The bank's "Member-centric" approach to service treats its clients as if they were Members of the bank, rather than simply a client or customer. 

"We selected Bluewolf and Salesforce because of their forward-thinking and flexible approach to Cloud-based CRM," said Joe Larizza, Chief Administrative Officer (CAO) of Fieldpoint Private Bank & Trust. "Importantly, we try to work with firms who share our commitment to impeccable service and flawless execution. Bluewolf has the standard of service and the understanding of our client-driven business needed to partner with us on this project. This, combined with their exemplary expertise in Salesforce and cloud-based solutions, will help customize a CRM solution that fits perfectly with our business model and IT direction."

A cornerstone of Fieldpoint Private's success is its superior client service and its high power team of Founders. Their vision and differentiating service approach is based on managing relationships with a 360 degree view. Fieldpoint Private looked to Bluewolf as the partner who could customize, implement and support the Salesforce CRM solution. Through its Bluewolf Beyond program, a managed service for sustainable innovation with cloud computing solutions including Salesforce CRM, Fieldpoint Private can continue to grow the database's functionality while continually improving service to their Members.

Larizza explained that a goal of Fieldpoint Private's IT department is to closely align costs to revenue and minimize fixed expenses. Therefore, it made sense to also employ Bluewolf's Bluewolf Beyond service program to support future database development and management rather than adding IT headcount in-house. "Bluewolf Beyond was a big plus for us in selecting Bluewolf as our CRM partner," added Larizza.

"Bluewolf's agile business methodology is a great fit for Fieldpoint Private Bank & Trust as it embraces innovation. With our approach, we provide an ability to quickly evolve a business and sustain iterative innovation -- a major competitive advantage," said Eric Berridge, cofounder and principal, Bluewolf.

About Fieldpoint Private Bank & Trust

Fieldpoint Private (www.fieldpointprivate.com) offers private banking, business banking, wealth management & trust services, and family office services. Founded in 2008, Fieldpoint Private opened its doors amid a volatile financial environment, offering an innovative and secure solution to the high-net-worth community of Greenwich, Connecticut, and surrounding areas. The bank's "Member-centric" approach to service treats its clients as if they were Members of the bank, rather than simply a client or customer. In this approach, the bank seeks to best emphasize what is best for each Member, in consultation with them, helping to assure for them a sense of success in their banking and wealth management decisions. By focusing on select relationships, Fieldpoint Private aims to ensure a true commitment to impeccable service and consistently flawless execution. "You do more than bank with us, you join."

About Bluewolf

Bluewolf is a global pack of experts committed to partnering with clients to achieve agile business transformation. Only Bluewolf can bring 10 years of best practices to every project and guarantee its success. Bluewolf is distinctly positioned between classic management consultants and breakthrough technical designers. Its world-class portfolio proves the company's ability to match its agile methodology with unparalleled vision. From demand generation to close, from channel effectiveness to customer care, to IT staffing and remote managed services, the company helps clients attain efficient, responsible business performance gaining the label of tomorrow's business standard.

Bluewolf clients include Marquis Jets, QlikTech, Time Warner Cable, ADP, Chevron and more. For more information, visit http://www.bluewolf.com/. To view client success stories, visit http://www.bluewolf.com/tv/. Join the conversation on Bluewolf Twitter and Bluewolf Facebook.