Top Financial services CRM Consulting and SI Companies

Discover CRM Consulting and SI companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

How this list is built

We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

Top Financial services CRM Consulting and SI Companies

  1. Is this your business? Become an Edverise partner & Claim Now

    Explore the details of the various components of our Microsoft Dynamics D365 F&O and AX Upgrade Services. At AXImprove, we offer Microsoft Dynamics AX upgrade and data migration services for clients seeking a superior business experience with the latest technological advancements. Our team comprises


    Highlights

    $10,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Coventry, England, Gb

    Services Provided+1 Services
    10% BI & Big Data Consulting & SI
    10% CRM Consulting and SI
    15% Cloud Consulting & SI
    15% ERP Consulting and SI
    AI Summary

    “AXImprove Ltd. specializes in Microsoft Dynamics AX and D365 F&O upgrades and data migration, delivering expert solutions with advanced technology to ensure seamless business transformation.”

  2. Is this your business? Become an Edverise partner & Claim Now

    LinksZenIT Software Company, based in Dubai, UAE, is a prominent provider of software development and ERP systems. Our Hisaab-ERP is recognized as one of the top ERP software solutions in the UAE. Hisaab is a cloud-based enterprise resource planning (ERP) system offered in Dubai. Our team is known f


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Dubai, Dubayy, Ae

    Services Provided+1 Services
    10% CRM Consulting and SI
    15% ERP Consulting and SI
    25% E-Commerce Development
    25% Brand Identity Design
    AI Summary

    “LinksZenIT Software Company in Dubai delivers expert ERP solutions, CRM consulting, branding, and digital marketing services, enabling businesses to optimize operations and strengthen their digital presence.”

  3. Is this your business? Become an Edverise partner & Claim Now

    TechWize is an IT consulting firm established in 2000, offering a diverse array of services such as IT consultancy, ERP and CRM consulting, integration, implementation and automation, AI/ML consultation and implementation, as well as custom IT and technology solutions, among other offerings. Key Inf


    Highlights

    $5,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    250-999

    Employees

    New York, New York, Us

    Services Provided+5 Services
    20% AI Strategy & Roadmap Consulting
    8% BI & Big Data Consulting & SI
    10% CRM Consulting and SI
    10% ERP Consulting and SI
    AI Summary

    “TechWize, founded in 2000, provides comprehensive IT consulting including ERP, CRM, AI/ML solutions, integration, automation, and custom technology services to diverse clients.”

  4. Is this your business? Become an Edverise partner & Claim Now

    We are Near Partner, a specialized software development company that emphasizes collaboration to create customized digital solutions. Our philosophy is that software should serve your needs, not the other way around. We develop personalized tech tools, including software, applications, and systems,


    Highlights

    $10,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Services Provided+1 Services
    13% CRM Consulting and SI
    13% IT Staff Augmentation
    12% Cloud Consulting & SI
    12% Other IT Consulting and SI
    AI Summary

    “Near Partner specializes in collaborative software development, delivering customized digital solutions and innovative tools designed to enhance operational efficiency and empower clients effectively.”

  5. Is this your business? Become an Edverise partner & Claim Now

    We are Aegis Softwares, boasting over 15 years of experience in understanding client requirements. We also have dedicated developers specializing in Offshore Software Development, Dynamics CRM, ASP.Net, Big Data solutions, and Java development.


    Highlights

    $1,000+

    Min Project Size

    < $25/hr

    Avg Hourly Rate

    10-49

    Employees

    Rajkot, Gujarat, In

    Services Provided+3 Services
    20% Custom Web Application Development
    18% Backend Development
    13% API Development & Integration
    13% BI & Big Data Consulting & SI
    AI Summary

    “Aegis Softwares offers over 15 years of expertise in offshore software development, specializing in Dynamics CRM, ASP.Net, Big Data, and Java solutions to meet diverse client needs.”

  6. Is this your business? Become an Edverise partner & Claim Now

    Traust is a consulting firm specializing in Oracle ERP and enterprise application development, catering to IT managers and directors in search of a reliable Oracle partner to address execution challenges, enhance functionality, and increase capacity. Established in 2001, Traust provides specialized


    Highlights

    $25,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Minneapolis, Minnesota, Us

    Services Provided+4 Services
    2% ECM Consulting and SI
    4% Cloud Consulting & SI
    4% Other IT Consulting and SI
    18% ERP Consulting and SI
    AI Summary

    “Traust is a consulting firm specializing in Oracle ERP and enterprise applications, providing skilled consultants and project management to enhance IT efficiency, functionality, and business outcomes.”

  7. Is this your business? Become an Edverise partner & Claim Now

    Integrated Access Solutions (IAS) offers comprehensive unified communications and contact center services. In situations where communication is crucial—making every call, message, mention, and collaboration significant—IAS will assist you in planning, implementing, and managing all your communicatio


    Highlights

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Irvine, California, Us

    Services Provided
    60% Unified Communications Consulting & SI
    10% CRM Consulting and SI
    20% Cloud Consulting & SI
    10% Other IT Consulting and SI
    AI Summary

    “Integrated Access Solutions delivers unified communications and contact center services, enabling seamless multi-channel interactions through expert planning, implementation, and tailored solutions for diverse businesses.”

  8. Is this your business? Become an Edverise partner & Claim Now

    Info-Sys, a premier Microsoft Dynamics Gold Partner located in Beirut and Riyadh, specializes in senior-level ERP implementation and business consultancy across the MENA region. With a decade of experience and extensive product knowledge, we excel in driving and supporting effective implementations


    Highlights

    $25,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    50-249

    Employees

    Services Provided+2 Services
    13% CRM Consulting and SI
    8% Cloud Consulting & SI
    15% BI & Big Data Consulting & SI
    12% ERP Consulting and SI
    AI Summary

    “Info-Sys, a Microsoft Dynamics Gold Partner in MENA, delivers expert ERP, CRM, BI, cloud consulting, mobile app development, and AI-driven solutions to optimize business productivity and innovation.”

  9. Is this your business? Become an Edverise partner & Claim Now

    Since 2022, we have been creating web applications, bots, mobile apps, and decentralized applications (dApps) using the latest technologies. Our offices are situated in Poland and the UK, while our development team operates around the globe, allowing us to find the best solutions for each project an


    Highlights

    $10,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Services Provided+5 Services
    35% Custom Web Application Development
    15% Mobile App Development (iOS & Android)
    5% Unified Communications Consulting & SI
    5% ERP Consulting and SI
    AI Summary

    “SagTech develops innovative web, mobile, bot, and decentralized applications, emphasizing business understanding, quality, long-term partnerships, and user-friendly solutions from Poland and the UK.”

  10. Is this your business? Become an Edverise partner & Claim Now

    Established in 2007 with the aim of enhancing and supporting company information systems, Captivea has achieved recognition as an Odoo Gold Partner in the USA. Collaborating with Odoo, Captivea provides clients with robust software solutions that are adaptable, easy to implement, and user-friendly.


    Highlights

    10-49

    Employees

    Orlando, Florida, Us

    Services Provided+2 Services
    20% ERP Consulting and SI
    10% CRM Consulting and SI
    4% Cloud Consulting & SI
    33% Search Engine Optimization (SEO)
    AI Summary

    “Founded in 2007, Captivea USA is an Odoo Gold Partner delivering customizable ERP software solutions and services to diverse industries, enhancing business management and client relationships.”

One Platform. One Promise. One Trust.

Edverise is building the trusted way to find tech vendors. List your company early, or talk to us about backing the platform.