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.

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1,725 Companies

Top Financial services CRM Consulting and SI Companies

MindValley Solutions
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At Mindvalley Solutions, we aim to help businesses thrive by leveraging advanced technology and innovative strategies. Our outstanding team, composed of former engineers from top tech companies, possesses unparalleled expertise and a proven track record of implementing transformative projects for Fo
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
2-9
Employees
Glenview, Illinois, Us
Services Provided+6 Services
15% Generative AI
15% BI & Big Data Consulting & SI
20% Cloud Consulting & SI
10% IT Staff Augmentation
AI Summary
“MindValley Solutions delivers innovative technological strategies and transformative projects, leveraging top engineering expertise to drive measurable, lasting value for Fortune 500 companies.”
WolfCode
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WolfCode is a premier software development firm that specializes in delivering innovative tech solutions tailored for businesses of all sizes. Whether you are a vibrant startup or a large corporation, we provide both short- and long-term partnership options to meet your specific needs. Our dedicated
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Rishon LeTsiyon, Central, Il
Services Provided+4 Services
5% CRM Consulting and SI
5% ERP Consulting and SI
16% IT Staff Augmentation
7% Other IT Consulting and SI
AI Summary
“WolfCode is a software development firm offering tailored tech solutions, expert outsourcing, and collaborative partnerships for businesses, leveraging diverse backend, frontend, and database technologies.”
Code Creators
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Code Creators Inc. is a proud partner of Microsoft, functioning as a software development company and digital transformation consultancy located in Canada. Our global team of over 100 IT professionals excels in various Microsoft solutions, including Custom Software Development, SharePoint Solutions,
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Mississauga, Ontario, Ca
Services Provided+10 Services
10% Custom Web Application Development
4% Mobile App Development (iOS & Android)
3% E-Commerce Development
9% API Development & Integration
AI Summary
“Code Creators is a Canadian Microsoft Gold Partner specializing in software development and digital transformation, delivering AI, chatbot, data insights, and custom solutions globally.”
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UNITZERO
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UNITZERObuilds AI solutions that streamline operations for teams in legal, finance, and healthcare by eliminating repetitive tasks. We provide Document AI for managing contracts, invoices, claims, and KYC; chat and voice agents for intake, support, and scheduling; finance automation for tasks such a
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Services Provided+3 Services
10% AI Strategy & Roadmap Consulting
15% LLM Integration & Prompt Engineering
20% Custom AI Chatbot Development
15% AI Agent & Multi-Agent System Development
AI Summary
“UNITZERO delivers AI-powered automation solutions across legal, finance, and healthcare sectors, streamlining operations by automating tasks, integrating with diverse platforms, and enhancing efficiency.”
upwise pro
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Upwise Professionals, LLC is a Zoho Authorized Partner located in New York, specializing in ERP system implementations and digital transformation services. We help small to mid-sized businesses transition to professional ERP systems, having customized and deployed Zoho’s One Suite of applications. W
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Menands, New York, Us
Services Provided+4 Services
10% CRM Consulting and SI
13% ERP Consulting and SI
3% Other IT Consulting and SI
25% Change Management Consulting
AI Summary
“Upwise Professionals, LLC is a New York-based Zoho Authorized Partner specializing in ERP implementations, digital transformation, automation, and tailored user experiences for small to mid-sized businesses.”
IFORTIS WORLDWIDE
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IFORTIS WORDWIDE has established itself as a leading force in the technology sector, celebrated for its innovative approaches and strong dedication to sustainability. Initially specializing in custom software, the company has transformed into a trailblazer, advocating for green business practices lo
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
1000-9999
Employees
Bengaluru, Karnataka, In
Services Provided+4 Services
17% Other IT Consulting and SI
7% ECM Consulting and SI
10% CRM Consulting and SI
13% IT Helpdesk & Support Services
AI Summary
“IFORTIS WORLDWIDE is a technology leader specializing in innovative, sustainable solutions and management services, aiming to foster global green business practices and position India as a sustainability leader.”
LXW LLC
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LXW LLC offers a comprehensive digital solution to accelerate your business growth. We provide a full range of services including custom software development, data analytics and visualization, machine learning, and algorithmic trading systems. Our track record demonstrates our success in assisting b
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
New York, New York, Us
Services Provided+12 Services
4% ERP & CRM Development
4% Frontend Development
3% Mobile App Development (iOS & Android)
5% Backend Development
AI Summary
“LXW LLC delivers comprehensive digital solutions including software development, data analytics, machine learning, and trading systems, serving diverse sectors with a highly skilled international team since 2017.”
SOLTECH
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At SOLTECH, we incorporate artificial intelligence into our approach to designing, building, and delivering technology solutions for our clients. Located in Atlanta and proudly women-owned, we assist organizations across the country in developing technology that fosters innovation, enhances operatio
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Atlanta, Georgia, Us
Services Provided+5 Services
20% Mobile App Development (iOS & Android)
30% Custom Web Application Development
10% IT Staff Augmentation
3% CRM Consulting and SI
AI Summary
“SOLTECH is a women-owned Atlanta-based technology firm specializing in AI-driven software solutions, IT staffing, consulting, and data engineering to enhance innovation, efficiency, and digital transformation.”
The One Technologies
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We are an IT outsourcing company located in India, providing affordable and high-quality services to clients around the globe. As a Microsoft Gold Partner, we specialize in not only modern applications for small businesses but also in developing secure, enterprise-level solutions. For a free consult
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
50-249
Employees
Ahmedabad, Gujarat, In
Services Provided+7 Services
20% Mobile App Development (iOS & Android)
15% AR/VR & Mixed Reality Services
14% Low-Code MVP Development
10% Software Development Services
AI Summary
“The One Technologies is an India-based IT outsourcing firm delivering diverse, high-quality software solutions including web, mobile, eCommerce, and IoT development, supported by expert teams and advanced technologies.”
DevsUnity
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We are a team of proficient developers dedicated to delivering top-tier products. Our expertise lies in creating web and mobile applications across a variety of domains, including IoT, CRM/ERP systems, streaming services, big data, artificial intelligence, computer vision, and both virtual (VR) and
Highlights
$25,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Berlin, Berlin, De
Services Provided+2 Services
33% Mobile App Development (iOS & Android)
17% BI & Big Data Consulting & SI
5% IT Staff Augmentation
7% CRM Consulting and SI
AI Summary
“DevsUnity is an outsourcing software development company specializing in web and mobile applications across diverse domains, leveraging modern technologies to deliver high-quality, client-focused solutions.”

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Top Financial services CRM Consulting and SI Companies

Top Financial services CRM Consulting and SI Companies

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Latest insights & expert perspectives

Questions to Ask a Software Development Agency: Six With Proof

How to Compare Software Development Quotes Priced 5x Apart

AI Agent Development Cost: Build, Tokens, Reliability

One Platform. One Promise. One Trust.