Plative Tech Stack

Salesforce and NetSuite implementation partner for financial services

Software Development New York, NY 51–200 employees Founded 2014 Privately Held

Plative is a consulting firm focused on Salesforce and Oracle NetSuite deployments, with deep specialization in financial services (banking, private equity, hedge funds). The stack reveals a heavy focus on platform customization and data integration—Conga, Nintex, DocuSign for document automation; Oracle Integration Cloud, Workato, Celigo for middleware; nCino for banking workflows. Notably, they're actively adopting Agentforce (Salesforce's AI agent platform), signaling a pivot toward AI-assisted implementations. The hiring mix is engineering-heavy (11 roles) with senior-level demand concentrated there, and they're scaling a dedicated banking practice while standardizing delivery frameworks.

Tech Stack 22 technologies

Core StackSalesforce NetSuite DocuSign Jira Smartsheet Workato nCino Oracle NetSuite Salesforce Flow Conga Nintex Salesforce Experience Cloud Salesforce Sales Cloud Service Cloud Oracle EPM Hyperion Agentforce Google Workspace Oracle Integration Cloud Celigo

AdoptingSalesforce Salesforce Service Cloud Salesforce Sales Cloud Agentforce

What Plative Is Building

◆Challenges

Expanding salesforce banking practice
Winning complex deals
Scaling delivery patterns
Adopting new technology
Data migration strategy
Complex salesforce implementations
Data migration and integration
Customizing core products
Legacy process transition
Implementing netsuite epm

▲Active Projects

Data migration and integration strategy
Agentforce solutions
Netsuite epm implementation
Defining standard banking plays
Defining hiring plan for banking team
Leading executive workshops
Salesforce core product customization
Pmo toolkit development
Delivery framework standardization
Data-driven insights dashboard

Hiring Activity

Accelerating15 roles · 10 in 30d

Department

Engineering

Sales

Ops

Seniority

Senior

Director

Manager

Mid

Notable leadership hires: PMO Director

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About Plative

Plative helps mid-market and enterprise companies implement Salesforce and Oracle NetSuite, with particular expertise in financial services verticals. Founded in 2014 and headquartered in New York, the firm operates across implementation, data strategy, and custom development. They hold Salesforce Summit Partner and Top-10 Oracle NetSuite Alliance Partner status in North America. Current project focus spans core product customization, data migration and integration planning, nCino banking workflows, and emerging Agentforce solutions.

HeadquartersNew York, NY

Company Size51–200 employees

Founded2014

Hiring MarketsUnited States, India, Canada

Frequently Asked Questions

What tech stack does Plative use?

Salesforce (Sales Cloud, Service Cloud, Experience Cloud, Flow), Oracle NetSuite, nCino, Conga, Nintex, DocuSign, Oracle Integration Cloud, Workato, Celigo, Jira, Smartsheet, and Google Workspace.

Does Plative use Agentforce?

Yes. Agentforce (Salesforce's AI agent platform) is listed in both active adoption and current projects as a core solution area.