Miami at a glance
We work with companies across Miami-Dade, Broward and Palm Beach counties, including wealth managers, trading and logistics firms, and professional services. Our senior-only team implements Salesforce, HubSpot and AI with remote delivery from Dallas.
The Miami economy
The Miami-Fort Lauderdale-West Palm Beach metro covers Miami-Dade, Broward and Palm Beach counties and had about 6.4 million residents in 2025. Professional services lead its output, with wholesale trade a close second, ahead of retail and health care. Trade explains the wholesale weight: the Miami-Dade Beacon Council says roughly a third of US exports to Latin America move through Miami, and Broward's Port Everglades adds a second seaport.
Finance has grown fast. The Beacon Council counts more than 60 international banks in Brickell, the largest such concentration in the US outside New York, plus 500-plus fintech companies, and lists Point72, Apollo and Blackstone among the firms that have set up Miami operations. Citadel bought a Brickell site in 2022, announced its move from Chicago, and plans a 54-story headquarters at 1201 Brickell Bay Drive. The pattern is wealth, trading and cross-border relationships, which puts a premium on clean client records.
Figures cover the Miami-Fort Lauderdale-West Palm Beach, FL metro area as the Census Bureau defines it.
Where CRM and AI fit in Miami
The largest private sectors by share of 2024 metro GDP, and what Salesforce, HubSpot and AI work usually looks like in each.
| Sector | Share of 2024 GDP | Where CRM and AI fit |
|---|---|---|
| Professional, scientific, and technical services | 9.2% | Law, accounting and consulting firms serving international clients need a shared pipeline and referral tracking. HubSpot Sales Hub or Salesforce Sales Cloud fits, depending on size. Professional services |
| Wholesale trade | 9.0% | Importers and distributors run on repeat orders and customer accounts across borders. Sales Cloud with an Experience Cloud portal gives customers self-service and reps full history. Experience Cloud |
| Retail trade | 7.5% | Retailers and hospitality-adjacent brands need a single customer view for lifecycle marketing. HubSpot Marketing Hub, Marketing Cloud or Braze can run it from one record. HubSpot Marketing Hub |
| Health care and social assistance | 7.1% | Provider groups and practices need clean intake, permissions and patient communication. Service Cloud and HubSpot Service Hub handle requests with audit trails. Healthcare |
Source: U.S. Bureau of Economic Analysis, GDP by county (CAGDP2), 2024, summed to the metro area. Private sectors only, excluding real estate. "At least" marks sectors where BEA suppresses some county figures.
Salesforce, HubSpot and AI in Miami
Salesforce
Miami's wealth managers, trading firms and family-office advisors manage relationships that cross borders and entities. We build that structure in Financial Services Cloud with households, related accounts and custodial feeds from Pershing or Fidelity Wealthscape, and move legacy data from Redtail or Junxure. Salesforce implementations typically run 10-16 weeks, 8-16 for Financial Services Cloud.
Salesforce in MiamiHubSpot
Smaller advisory, trade and services firms in South Florida often need marketing, sales and referral tracking in one platform without a long build. We implement HubSpot Marketing Hub and Sales Hub, with approval steps where compliance requires them. HubSpot implementations typically run 4-8 weeks, or 6-10 for complex data.
HubSpot in MiamiAI
Where relationships span entities and countries, preparation is the bottleneck. Claude can summarize prior meetings and documents and prepare advisors before client calls, OpenAI models can draft research briefs, and Agentforce or Breeze AI can handle routine service requests. A human reviews every customer-facing output. AI only works on clean data and tight permissions, which is especially true for cross-border client records.
AI consulting in MiamiWhere AI usually earns its place first
- Client meeting prep from CRM history
- Document summaries for human review
- Research briefs for advisors
- Routine service request triage
Take the 3-minute AI readiness quiz
Common CRM challenges in Miami
Relationships that span entities
Clients often hold assets through trusts, companies and family members. We model those links in the CRM so advisors see the whole relationship.
Rapid growth after relocation
Firms that opened a Miami presence quickly often run on mismatched tools from the home office. We consolidate on one platform and clean the data.
Cross-border compliance review
Marketing and outreach to international clients need approval steps and records. We build them into the workflow.
Miami, service by service
What each kind of engagement looks like for Miami firms.
Industries we serve in Miami
Wealth Management
CRM, marketing automation and AI for wealth management firms in Miami.
IndustryAsset Management
CRM, marketing automation and AI for asset management firms in Miami.
IndustryPrivate Equity
CRM, marketing automation and AI for private equity firms in Miami.
IndustryFintech
CRM, marketing automation and AI for fintech firms in Miami.
Our work in these industries
Client names are anonymized and these projects are not specific to Miami. All case studies
Across the Miami metro
Principal cities
- Boca Raton
- Deerfield Beach
- Delray Beach
- Doral
- Fort Lauderdale
- Jupiter
- Kendall
- Miami
- Miami Beach
- Palm Beach Gardens
- Pompano Beach
- Sunrise
- West Palm Beach
Counties
- Broward, FL
- Miami-Dade, FL
- Palm Beach, FL
Miami questions, answered
We are a new Miami office of a larger firm. Do we need our own CRM instance?
Usually not. We would connect your team to the parent firm's Salesforce or HubSpot with the right roles, territories and data permissions, then add local fields only where needed. If the parent system is outdated, we can plan a shared rebuild instead. We start by mapping who needs to see what, because that decides the design more than the platform does. That keeps reporting consistent for the parent firm and local leaders alike.
How do you model clients who hold assets through several entities?
In Financial Services Cloud we use households, accounts and relationship records to connect individuals, trusts and companies, then set permissions so advisors see the right pieces. Custodial feeds from Pershing or Fidelity Wealthscape keep balances current. The key work is agreeing the structure and ownership rules before data loads, which typically takes the first few weeks of an 8-16 week project.
Can AI help with international client communication?
It can draft and summarize, but a human has to review anything that goes to a client. We use Claude for meeting prep and document summaries on clean, permissioned data, and we do not automate advice. Start with an AI readiness assessment so your compliance team can review where data goes and who can see outputs. We document what the AI sees, what it produces and who signs off on it.
Nearby markets
Sources
- U.S. Census Bureau, Population Estimates Program, Vintage 2025 metro totals (July 1, 2025)
- U.S. Bureau of Economic Analysis, CAGDP2 GDP by county and industry, 2024, summed to the metro area
- U.S. Census Bureau, County Business Patterns 2023, metro file
- U.S. Census Bureau, metro area delineation files, July 2023