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

Top Financial services CRM Consulting and SI Companies

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

    Network Velocity, located in San Diego, offers Professional IT Support and Google Apps Migration services to clients throughout the United States. Our team of Google Apps Certified Deployment Specialists, based in the US, assists businesses in enhancing their Messaging and Collaboration through migr


    Highlights

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    San Diego, California, Us

    Services Provided
    25% CRM Consulting and SI
    30% ECM Consulting and SI
    20% ERP Consulting and SI
    25% Unified Communications Consulting & SI
    AI Summary

    “Network Velocity provides professional IT support and Google Apps migration services across the U.S., enhancing business messaging and collaboration with certified expertise and cloud solutions.”

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

    Our journey began in San Jose, California, in 2007. Since then, we have become a reliable ally for software and application development for businesses across North America. Our office is located in Traverse City, Michigan, and we have a team of over 200 developers spread across various centers in La


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    50-249

    Employees

    Traverse City, Michigan, Us

    Services Provided+1 Services
    25% Custom Web Application Development
    20% Mobile App Development (iOS & Android)
    5% Blockchain & Web3 Development
    35% CRM Consulting and SI
    AI Summary

    “Founded in 2007, QS2 Point delivers innovative software and application development services with a skilled team across North America and Latin America, driving digital transformation for businesses.”

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

    At BizRupt, we challenge traditional business practices by assisting enterprises in phasing out outdated legacy systems and moving to modern technology solutions. Our consulting services support your organization in enhancing growth, reaching higher levels of maturity, and attaining operational exce


    Highlights

    $100,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    2-9

    Employees

    Austin, Texas, Us

    Services Provided
    15% Mobile App Development (iOS & Android)
    35% Custom Web Application Development
    20% IT Staff Augmentation
    30% CRM Consulting and SI
    AI Summary

    “BizRupt empowers enterprises to modernize legacy systems through consulting, enhancing growth, operational excellence, and business maturity by optimizing processes and implementing advanced technology solutions.”

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

    We are your primary source for on-demand Experience Design specialists, focusing on User Experience (UX), Customer Experience (CX), and Employee Experience (EX). Our strategy is comprehensive as we consider the entire experience in its entirety. Our solutions create substantial impact throughout the


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    50-249

    Employees

    Civitavecchia, It

    Services Provided+2 Services
    5% Market Research & Competitive Intelligence
    7% Go-to-Market Strategy
    22% Customer Experience (CX) Strategy
    18% UX Research & Usability Testing
    AI Summary

    “Then delivers expert on-demand Experience Design, Market Research, AI automation, and CRM consulting, enhancing UX, CX, and EX across diverse industries with agile, strategic solutions.”

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

    Bruce Ratner, Ph.D., the Founder and President of DM STAT-1 Consulting, has established the firm as a leading example in the field of Statistical Modeling and Analysis, as well as Data Mining and Machine Learning within the DM Space. DM STAT-1 focuses on a wide range of standard statistical techniqu


    Highlights

    $5,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    2-9

    Employees

    Services Provided
    70% BI & Big Data Consulting & SI
    30% CRM Consulting and SI
    AI Summary

    “DM STAT-1 Consulting, led by Bruce Ratner, Ph.D., specializes in advanced statistical modeling, machine learning, and data mining across diverse industries, delivering innovative solutions and expert consulting services.”

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

    At Kizzy Consulting, our goal is to deliver optimal solutions tailored to our clients' business requirements. We specialize in assisting customers in establishing or expanding their businesses by leveraging Salesforce best practices. Our team consists of Salesforce Certified Professionals with exten


    Highlights

    $5,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Services Provided
    30% CRM Consulting and SI
    15% Cloud Consulting & SI
    5% Other IT Consulting and SI
    50% Operational Process Consulting
    AI Summary

    “Kizzy Consulting delivers tailored Salesforce solutions through certified experts, supporting business growth across industries with development, customization, integration, and AppExchange application services.”

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

    MakeWebBetter serves as the central resource for expertise that your organization requires to thrive in the digital landscape. We are the sole eCommerce Marketing Agency and HubSpot Elite Solutions Partner that adopts a comprehensive approach to marketing, seamlessly blending all elements of eCommer


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    250-999

    Employees

    Lucknow, Uttar Pradesh, In

    Services Provided
    34% CRM Consulting and SI
    33% E-Commerce Development
    33% Ecommerce Marketing
    AI Summary

    “MakeWebBetter is a HubSpot Elite Solutions Partner and eCommerce Marketing Agency delivering data-driven inbound marketing, HubSpot development, web design, and brand growth strategies to empower businesses.”

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

    LeverUP is a skilled team of consultants and developers who possess the necessary certifications and expertise to give you a comprehensive understanding of your customers within Salesforce and Braze. Our aim is to simplify complex CRM issues into tangible business outcomes by offering both strategic


    Highlights

    $10,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Zagreb, Grad Zagreb, Hr

    Services Provided
    25% AI Strategy & Roadmap Consulting
    40% CRM Consulting and SI
    10% Generative AI
    25% Custom AI Chatbot Development
    AI Summary

    “LeverUP delivers tailored Salesforce consulting, implementation, development, and managed services, integrating technologies like Braze and Adobe to enhance customer experiences and business outcomes.”

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

    Perspective Unity is a company focused on product and software development that collaborates with businesses to enhance their operations, embrace digital solutions, reach a wider customer base, reduce costs, and scale effectively. We apply established frameworks and techniques to ensure that the pro


    Highlights

    $10,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Sofia, Sofia, Bg

    Services Provided
    19% Mobile App Development (iOS & Android)
    15% Custom Web Application Development
    33% CRM Consulting and SI
    33% Product UX Strategy
    AI Summary

    “Perspective Unity Ltd. specializes in comprehensive product and software development services, offering tailored solutions like web, mobile apps, CRM, and automation to optimize business performance and growth.”

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