CONGA AND FINEMARK NATIONAL BANK & TRUST The Skinny: FineMark National Bank & Trust is a full-service bank and trust company with $1.5 billion in bank assets and $2.6 billion in assets under management and administration. In addition to banking services, FineMark offers comprehensive investment, trust, and estate planning services to high net-worth families. Kimberly Wargo is the Salesforce admin at the company, managing the platform and any AppExchange apps brought onto the platform. The Challenge: The biggest challenge FineMark faced, according to Wargo, was time management. The bank is a lean organization, and associates perform multiple jobs. For FineMark associates, a good portion of their day was spent generating documents through Microsoft Word, manually inputting information. “It was really important to us to free up our associates so they could spend more time developing relationships,” said Wargo. “It was equally important to eliminate errors caused by manual data entry. When you’re dealing with multi-million dollar accounts, you can’t make an error.” 18