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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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

1,725 Companies

Top Financial services CRM Consulting and SI Companies

Aristral
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Aristral is a prominent AI agency located in Bristol, assisting businesses in Bristol and Bath to automate, expand, and thrive through innovative artificial intelligence technologies. We focus on AI chatbots, workflow automation, generative AI integrations, and SEO-focused digital strategies that en
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Bristol, England, Gb
Services Provided+8 Services
4% AI Agent & Multi-Agent System Development
3% AI Strategy & Roadmap Consulting
8% Custom AI Chatbot Development
7% Generative AI
AI Summary
“Aristral is a Bristol-based AI agency specializing in customized AI chatbots, workflow automation, generative AI, and SEO strategies that boost operational efficiency and business growth across South West UK.”
CEI
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Established in 1992, CEI is a partner in AI engineering and transformation that develops, implements, and manages production-grade AI systems across various enterprise infrastructures. We assist organizations in transitioning from ambitions to actionable results by integrating AI into critical platf
Highlights
$50,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
1000-9999
Employees
Pittsburgh, Pennsylvania, Us
Services Provided+4 Services
10% Custom AI Chatbot Development
12% Machine Learning Model Development
3% CRM Consulting and SI
8% AI Strategy & Roadmap Consulting
AI Summary
“Founded in 1992, CEI partners with enterprises to design and implement scalable, secure AI systems, enabling operational modernization and measurable performance improvements globally.”
Online24x7
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Online24x7 is a premium provider of enterprise resource planning (ERP) solutions and platforms that facilitate business transformation in specific industries. We consistently offer global Infrastructure Technology Outsourcing and Applications Services Outsourcing by leveraging our technical expertis
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
50-249
Employees
Gurugram, Haryana, In
Services Provided+4 Services
33% ERP & CRM Development
9% Cloud Consulting & SI
8% CRM Consulting and SI
8% Unified Communications Consulting & SI
AI Summary
“Online24x7 delivers enterprise ERP solutions and global IT outsourcing services, enabling business transformation across diverse industries with expert leadership and innovative delivery models.”
BI Solusi
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Based in Jakarta, BI Solusi is a prominent IT consulting and services firm that focuses on Business Intelligence (BI), Big Data, and Data Science. Our team consists of highly trained and certified professionals who provide a wide array of services to support clients in their data-driven initiatives.
Highlights
10-49
Employees
Services Provided+4 Services
5% ECM Consulting and SI
5% Generative AI
15% Cloud Consulting & SI
5% Other IT Consulting and SI
AI Summary
“BI Solusi, based in Jakarta, offers expert IT consulting focused on Business Intelligence, Big Data, Data Science, cloud analytics, data governance, and customized BI training for enterprises.”
Hexagon IT Solutions
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Hexagon IT Solutions (HITS) is a software development firm that focuses on creating custom software solutions. With over 15 years of experience, HITS is recognized for delivering dependable, scalable, and secure software that functions effectively across various platforms. The company leverages a we
Highlights
$25,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
50-249
Employees
Draper, Utah, Us
Services Provided+7 Services
8% Mobile App Development (iOS & Android)
6% E-Commerce Development
7% Custom Web Application Development
4% API Development & Integration
AI Summary
“Hexagon IT Solutions delivers custom, scalable software and IT services worldwide, specializing in diverse sectors with expertise in CRM platforms, analytics, cybersecurity, and development solutions.”
Aegis Softtech
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Aegis Softtech is a certified IT consulting and software development firm in India with more than 20 years of experience serving clients worldwide, including those in the USA, UK, Canada, Singapore, Australia, and the Middle East. Our main services include software development, software testing, Dyn
Highlights
$5,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Rajkot, Gujarat, In
Services Provided+16 Services
3% Mobile App Development (iOS & Android)
9% Backend Development
6% ERP & CRM Development
5% QA & Software Testing
AI Summary
“Aegis Softtech is an Indian IT consulting and software development firm with 20+ years’ experience, offering diverse services including software development, AI, data warehousing, cybersecurity, and digital transformation globally.”
Potter Analytics Group
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Potter Analytics Group, located in Las Vegas, is a consulting firm that assists small and mid-sized businesses in transitioning from manual operations to efficient, scalable systems. Our expertise includes setting up and automating CRM systems, enhancing workflows, leveraging AI for business process
Highlights
$1,000+
Min Project Size
2-9
Employees
Services Provided+8 Services
7% AI Strategy & Roadmap Consulting
2% Generative AI
8% CRM Consulting and SI
3% ECM Consulting and SI
AI Summary
“Potter Analytics Group offers tailored consulting and automation services to transform small and mid-sized businesses through CRM, workflow, AI, and local SEO optimization, enhancing operational efficiency.”
Monday-Expert.com
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We focus on tailoring workflows and integrating Monday.com with your systems to boost productivity and improve your work environment. Our specialties encompass CRM, PMO, and related processes.
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided+5 Services
13% Digital Strategy
4% Social Media Marketing
9% Content Marketing Strategy
7% Generative AI
AI Summary
“Monday-Expert.com specializes in customizing Monday.com workflows and integrations to enhance productivity across CRM, project management, and operational processes for improved business efficiency.”
AIClouds
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AIClouds is a worldwide software engineering firm that fosters innovation through advanced product development, performance support, and safeguarding the entire IT infrastructure while automating all company processes. The company revolutionizes industries by developing technologies that improve eff
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
50-249
Employees
Services Provided+4 Services
14% E-Commerce Development
20% Custom Web Application Development
23% Cybersecurity Assessments & Hardening
10% DevOps Engineering
AI Summary
“AIClouds is a global software engineering firm delivering innovative, end-to-end IT solutions that enhance efficiency, security, and automation, supporting complex business growth worldwide.”
RevoTech PRO
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RevoTech Pro is a global software development firm that focuses on IT outstaffing and the provision of dedicated teams. We assist businesses in scaling effectively by offering highly skilled software engineers, project managers, and technical experts tailored to your specific requirements. **Our S
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Warszawa, Masovian, Pl
Services Provided+25 Services
8% Custom Web Application Development
7% Mobile App Development (iOS & Android)
7% Backend Development
5% Frontend Development
AI Summary
“RevoTech Pro is a global IT firm offering tailored software development, dedicated teams, cloud services, AI, IoT, and DevOps solutions to drive business scalability and innovation.”

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