Consultancy
Salesforce is the leading platform for Customer Relationship Management (CRM) and we are a trusted and expert partner. Our domain expertise is what makes us different.
We are selective, only partnering with financial services clients, which means we have a deep understanding of their world. Clients include fund, asset, and wealth managers, IFAs, PE/VC, placement agencies, trust and fiduciary providers, and insurance brokers.
We offer:
- Innovative, robust, and agile solutions for greater value
- An understanding of APIs; we have a 'cloud first' mentality
- Experience of managing and integrating diverse and disparate systems
- An unwavering commitment to innovation and progress
100+
Salesforce
customers
300+
Successful
projects
25+
Salesforce
certifications
Our vision for a core e-money
platform
We are developing a core IT infrastructure with a vision to build our e-money platform in the future.
