The Power of Business Consultancy Services in Financial Services
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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:

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.