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Evercore Selects Salesforce to Transform Client Engagement

Evercore will utilize Salesforce as a key component of its global digital transformation strategy to streamline data and enhance client relationships

SAN FRANCISCO—March 26, 2019—Salesforce (NYSE: CRM), the global leader in CRM, announced that Evercore (NYSE: EVR)—the leading global independent investment banking advisory firm—is deploying Salesforce to optimize client relationships by consolidating existing client data into a single global platform.

Evercore was ranked in 2018 among Fortune’s 100 Fastest-Growing Companies. To keep up with its growth and the demands for greater speed and efficiency, Evercore decided to invest in a technology platform that builds upon its current processes and is scalable. Evercore selected Salesforce as its technology partner to leverage the platform’s latest advancements, specifically around integration, mobile and artificial intelligence.

“Our bankers are among the best and brightest in the industry and we want to equip them with the best technology to provide them with the most accurate and relevant client information the moment they need it,” said Tim LaLonde, Chief Operating Officer of Investment Banking at Evercore. "We envision Salesforce as becoming central to our teams’ everyday workflows, enabling our bankers to efficiently expand and enhance their client relationships.”

Evercore will use Salesforce Financial Services Cloud, MuleSoft, Einstein Analytics and Pardot to provide its bankers with a unified platform to manage client interactions from anywhere in the world and across devices. MuleSoft will enable Evercore to easily connect data into Salesforce, ensuring every banker gets a 360-degree view of their clients. Einstein Analytics, powered by artificial intelligence, will surface insights to help Evercore’s team continue to make smarter, data-driven decisions. Pardot will allow Evercore bankers to maintain client engagement at scale with the ability to send personalized email updates on the latest and most relevant industry news and trends.

“With Salesforce, Evercore is laying the foundation to build smarter, more proactive and personalized relationships with each and every client, centered on trust and transparency,” said Rohit Mahna, SVP of Financial Services at Salesforce. “They have an incredible vision to use innovative technologies including AI to elevate the game of every banker—we are thrilled to be a trusted partner to them on this journey.”

About Evercore

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards ofdirectors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, South America, the Middle East and Asia. For more information, please visit

About Salesforce

Salesforce, the global CRM leader, empowers companies of every size and industry to digitally transform and create a 360° view of their customers. For more information about Salesforce (NYSE: CRM), visit:

Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase Salesforce applications should make their purchase decisions based upon features that are currently available. Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol "CRM." For more information please visit, or call 1-800-NO-SOFTWARE.


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