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

App IT
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Located in Sarajevo, Bosnia and Herzegovina, APP IT has been operating for seven years. We provide a diverse array of software services tailored to meet the evolving needs of contemporary businesses. Our expertise covers multiple industries, offering specialized solutions to tackle specific challeng
Highlights
$10,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Sarajevo, Federation Of Bosnia And Herzegovina, Ba
Services Provided+5 Services
5% E-Commerce Development
8% Mobile App Development (iOS & Android)
14% Custom Web Application Development
7% ERP & CRM Development
AI Summary
“APP IT, based in Sarajevo, offers seven years of expertise delivering user-focused software solutions across accounting, inventory, sales, CRM, and ERP, using latest technologies to support diverse industries.”
Appscrip
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Appscrip is a leading boutique in mobile product development. Unlike a typical service company, Appscrip functions as a product development engine, currently supporting various firms such as Rapdio, Baxi Taxi, PQ, Foretees, and Mober, all of which have successfully raised substantial funding. Our pa
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
50-249
Employees
Services Provided+2 Services
27% Mobile App Development (iOS & Android)
7% API Development & Integration
13% Product UX Strategy
12% Mobile App UI Design
AI Summary
“Appscrip is a mobile product development boutique offering innovative solutions and pre-built IP modules that accelerate software creation, supporting clients in advancing their platforms efficiently and successfully.”
OscilloSoft Pty Ltd
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OscilloSoft is an IT consulting company that focuses on the Zoho platform, servicing small to mid-sized businesses and government entities. Since our establishment in 2008, we have accumulated over ten years of experience and assembled a rapidly growing team of skilled consultants. Our innovative ap
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Glendenning, New South Wales, Au
Services Provided
35% CRM Consulting and SI
15% Workflow Automation (Zapier / Make / n8n)
30% Operational Process Consulting
20% Customer Experience (CX) Strategy
AI Summary
“OscilloSoft Pty Ltd is a Zoho-focused IT consulting firm delivering customized solutions, integrations, and support to small and mid-sized businesses and governments globally since 2008.”
SM Innovations
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Established by former IBMx employees, our goal is to significantly enhance our clients' performance. We are a comprehensive software consulting company that transforms innovative ideas from initial stages to final execution. Our success stems from our engineering and design teams, which include some
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Santa Monica, California, Us
Services Provided+1 Services
33% Mobile App Development (iOS & Android)
17% ERP & CRM Development
25% CRM Consulting and SI
20% Cloud Consulting & SI
AI Summary
“SM Innovations, founded by ex-IBMx professionals, offers comprehensive software consulting with expert teams, partnering with Salesforce and AWS to deliver innovative, tailored technology solutions enhancing client performance.”
Velvetech LLC
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Velvetech LLC is a renowned custom software development and consulting firm located in Florida, with additional offices in Sunny Isles Beach and Chicago. We foster innovation and growth in the mid-sized market by equipping our clients and partners with cutting-edge information technologies. Through
Highlights
$25,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Sunny Isles Beach, Florida, Us
Services Provided+1 Services
20% Backend Development
10% Mobile App Development (iOS & Android)
20% Custom Web Application Development
30% CRM Consulting and SI
AI Summary
“Velvetech LLC is a Florida-based custom software development and consulting firm delivering innovative IT solutions across healthcare, manufacturing, finance, and more to drive business growth.”
CodeSeek
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CodeSeek is a startup agency dedicated to providing web solutions for businesses. Our team is made up of passionate and committed coders. We continuously evolve and strive to acquire expertise in emerging industries.
Highlights
$10,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Lviv, Ua
Services Provided+2 Services
10% E-Commerce Development
25% Custom Web Application Development
13% Mobile App Development (iOS & Android)
2% Legacy System Modernization
AI Summary
“CodeSeek is a dynamic startup agency delivering innovative web solutions, boasting a passionate team committed to evolving expertise across emerging industries to support diverse business needs.”
OBT
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OBT, recognized as Microsoft Hosting Partner of the Year in both 2011 and 2012, is a pioneering provider of Private Cloud services, offering hosted solutions to small and medium-sized enterprises (SMEs) as well as large enterprises since its establishment in 1999. The company is at the forefront of
Highlights
$100-149/hr
Avg Hourly Rate
10-49
Employees
Sydney, New South Wales, Au
Services Provided
30% CRM Consulting and SI
30% ERP Consulting and SI
40% Other IT Consulting and SI
AI Summary
“OBT is a global Microsoft Gold Hosting Partner delivering secure, private cloud services and customizable hosted solutions that streamline operations for SMEs and large enterprises.”
ItUa
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For the past 16 years, we have been developing, managing, and supporting online business projects, liberating entrepreneurs from operational constraints. During this period, approximately 1,500 clients have entrusted us to complete over 1,900 projects, including notable names like Glovo, Borjomi, Br
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Kyiv, Ua
Services Provided+1 Services
29% CRM Consulting and SI
5% Cloud Consulting & SI
33% Custom Web Application Development
23% Search Engine Optimization (SEO)
AI Summary
“ItUa specializes in CRM implementation, website development, digital marketing, and IT infrastructure support, delivering comprehensive online business solutions to over 1,500 clients since 2008.”
Intralys Inc.
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Intralys est une agence spécialisée en marketing et technologie située au Québec, focalisée sur la génération de leads et le développement numérique pour les professionnels de l'immobilier et des services financiers. Notre objectif est clair : transformer le marketing d'une charge en un investisseme
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Rosemere, Quebec, Ca
Services Provided+1 Services
29% CRM Consulting and SI
5% ERP Consulting and SI
23% Search Engine Optimization (SEO)
10% Digital Strategy
AI Summary
“Intralys Inc. is a Quebec-based marketing and technology agency specializing in integrated lead generation and digital development for real estate and financial service professionals through branding, optimized websites, advertising, SEO, CRM automation, and AI.”
Cloudespacio Software Pvt Ltd
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Cloudespacio Private Limited is a reliable Salesforce Consulting Partner focused on revolutionizing businesses with innovative Salesforce solutions. With a history of excellence, we specialize in the design, implementation, and optimization of Salesforce Clouds tailored to the distinct requirements
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Singapore, Sg
Services Provided+1 Services
35% CRM Consulting and SI
10% Cloud Consulting & SI
5% Other IT Consulting and SI
35% Business Model Design & Validation
AI Summary
“Cloudespacio Software Pvt Ltd is a trusted Salesforce Consulting Partner delivering tailored solutions across industries like retail, healthcare, and finance to enhance efficiency, customer experience, and growth.”

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