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

STRATEGIES
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**Lifecycle Strategy:** We create lifecycle marketing and CRM systems that utilize customer data to drive ongoing growth. We begin by analyzing your customer lifecycle and then leverage email and marketing automation to activate it—ensuring your marketing functions as a cohesive system. Our goal is
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Saint-Jean-sur-Richelieu, Quebec, Ca
Services Provided
40% Email Marketing & Automation
10% Digital Strategy
50% CRM Consulting and SI
AI Summary
“Strategies specializes in lifecycle marketing and CRM systems, integrating customer data to optimize engagement, retention, and revenue across diverse platforms, industries, and customer journeys.”
Voiptime Cloud
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Enhance your customer service and boost your telesales threefold with the Voiptime Contact Center solution, which operates in the cloud and supports multiple channels! Benefit from smart call routing, Automatic Call Distribution (ACD), multi-tier IVR, as well as Progressive and Predictive dialers fe
Highlights
50-249
Employees
Services Provided
50% CRM Consulting and SI
40% Unified Communications Consulting & SI
10% Other IT Consulting and SI
AI Summary
“Voiptime Cloud provides cloud-based call center software integrating AI-driven automation, CRM consulting, and unified communications to optimize customer service, sales, and multi-channel interactions globally.”
Effebot
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Effebot is a service designed to provide efficient tools that simplify and save time on call-center operations. We offer intelligent voice messaging featuring IVR and speech recognition. You can access the service through a web interface or integrate it into your system using an API. It provides com
Highlights
50-249
Employees
Prague, Cz
Services Provided
25% SMS Marketing
8% Other Digital Marketing
17% Email Marketing & Automation
50% CRM Consulting and SI
AI Summary
“Effebot offers intelligent voice messaging with IVR and speech recognition, automating call-center tasks through web and API access, enabling efficient communication and real-time call analytics.”
MailSoar
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We assist in ensuring that your emails reach the primary inbox. 📩 Our team of specialists will evaluate your current situation, execute applicable recommendations, and offer ongoing support to maintain optimal deliverability over time. From a deliverability perspective, I can provide assistance wit
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Caluire-et-Cuire, Auvergne Rhone Alpes, Fr
Services Provided
15% Other Digital Marketing
35% Email Marketing & Automation
50% CRM Consulting and SI
AI Summary
“MailSoar specializes in enhancing email deliverability by auditing infrastructure, monitoring performance, optimizing content, and supporting cold email strategies to ensure inbox placement and campaign effectiveness.”
Velan Solutions, LLC
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We are a skilled group of software developers dedicated to keeping you aligned with the latest technologies and fulfilling all your custom software needs. From initial concept to commercialization, we act as your local digital partner, supporting you throughout your journey to success. Our specialty
Highlights
$10,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Schaumburg, Illinois, Us
Services Provided
15% Progressive Web App (PWA) Development
25% Mobile App Development (iOS & Android)
10% Custom Web Application Development
50% CRM Consulting and SI
AI Summary
“Velan Solutions, LLC specializes in custom software development, creating mobile apps, PWAs, web services, and UI/UX design, delivering tailored digital solutions with a focus on quality and timely delivery.”
Ultimate Solutions Egypt
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Ultimate Solutions has grown due to the trust its customers place in the market, as it addresses their needs with skill and professionalism. The company enhances the effectiveness of its administrative and institutional operations, thereby boosting business owners' confidence in their successes and
Highlights
$5,000+
Min Project Size
250-999
Employees
Dokki, Giza, Eg
Services Provided
70% ERP Consulting and SI
30% CRM Consulting and SI
AI Summary
“Ultimate Solutions Egypt builds customer trust by professionally enhancing administrative and institutional operations, empowering business owners to realize success and capitalize on emerging opportunities.”
Leaping Frog Solutions
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Your Reliable Ally for Microsoft Dynamics 365 F&O and Business Central. Is your outdated software stifling your growth? Are disconnected systems preventing you from obtaining a clear view of your inventory, finances, or customer information? At Leaping Frog Solutions, we address complex operational
Highlights
$10,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
50-249
Employees
Navi Mumbai, Maharashtra, In
Services Provided
40% CRM Consulting and SI
60% ERP Consulting and SI
AI Summary
“Leaping Frog Solutions partners with mid-market and enterprise companies to implement and support Microsoft Dynamics 365, delivering tailored ERP and business system optimizations across various industries.”
Growth Notion
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**Growth Notion - The Result-Driven B2B Online Marketing Agency** Growth Notion stands out from typical online marketing agencies. Our primary focus is on achieving tangible outcomes for B2B technology firms. Established in 2012, our mission has always been to support the online growth of businesse
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Szczecin, West Pomeranian, Pl
Services Provided+5 Services
10% Content Marketing Strategy
4% Pay Per Click
8% Search Engine Optimization (SEO)
4% Other Digital Marketing
AI Summary
“Growth Notion is a data-driven B2B marketing agency specializing in technology sectors, delivering comprehensive strategies focused on lead generation, sales, and measurable revenue growth.”
Anyity
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As a certified Salesforce Partner, we focus on providing customized Salesforce solutions that enable your business to succeed. With our knowledge and dedication to quality, we assist you in utilizing the Salesforce platform to enhance innovation, efficiency, and growth. Our main product, the ITAM Ap
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
50% Custom Web Application Development
50% CRM Consulting and SI
AI Summary
“Anyity, a certified Salesforce Partner, delivers tailored Salesforce solutions including the native ITAM App for comprehensive IT asset management, enhancing business innovation, efficiency, and growth.”
Marketing Practicality
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Marketing Practicality, LLC is a results-driven, proactive partner specializing in internet marketing and marketing strategy, dedicated to helping small businesses. We offer extensive marketing solutions designed to boost revenue through internet marketing, search engine optimization, paid search ad
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Kennett Square, Pennsylvania, Us
Services Provided+1 Services
10% Social Media Marketing
13% Digital Strategy
12% Pay Per Click
15% Search Engine Optimization (SEO)
AI Summary
“Marketing Practicality, LLC offers comprehensive internet marketing and strategic solutions, including SEO, paid advertising, WordPress development, and CRM services, to drive small business revenue growth.”

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