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

Salween Group
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Salween Group is a specialized B2B content marketing agency that employs strategic and creative content to enhance brand visibility. With years of regional expertise, we help global brands penetrate the Southeast Asian market and promote regional brands internationally. Our storytelling incorporates
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Sg
Services Provided+4 Services
25% Script Writing (Video & Podcast)
10% Explainer Video Production
10% Brand Film & Corporate Video
5% Video Scripting & Storyboarding
AI Summary
“Salween Group is a B2B content marketing agency leveraging strategic storytelling, creative media, and advanced technology to boost brand visibility and facilitate market expansion across Southeast Asia and beyond.”
Red Sky Digital Ventures Ltd
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At Red Sky Digital, we create and develop cutting-edge technology solutions for the cloud, primarily within the Amazon Cloud ecosystem. Our offerings encompass web development projects powered by CMS for businesses of all sizes, custom enterprise software development, and integration with well-known
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Bangkok, Krung Thep Maha Nakhon, Th
Services Provided+1 Services
23% Custom Web Application Development
10% E-Commerce Development
33% CRM Consulting and SI
14% Cybersecurity Assessments & Hardening
AI Summary
“Red Sky Digital Ventures Ltd. delivers innovative cloud technology solutions, specializing in AWS and HubSpot integrations, web and enterprise software development, and scalable hosted infrastructure management.”
ForTrevo
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We merge creativity with a strong dedication to quality, providing customized solutions that cater to the specific requirements of every project.
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Cruz Quebrada, Pt
Services Provided+2 Services
14% Mobile App Development (iOS & Android)
20% Custom Web Application Development
33% CRM Consulting and SI
10% Landing Page Design
AI Summary
“ForTrevo combines creativity and quality to deliver tailored solutions, addressing diverse project needs with professionalism and commitment across various sectors.”
Lonlogic
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Lonlogic is a web design and B2B marketing and sales consulting firm based in London, specializing in WordPress development. They offer custom WordPress websites, HubSpot CMS design, CMS migration, integration with third-party systems, e-commerce solutions, B2B commerce, and eLearning LMS platforms.
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
London, England, Gb
Services Provided+3 Services
27% Custom Web Application Development
7% ERP & CRM Development
13% Content Marketing Strategy
10% Search Engine Optimization (SEO)
AI Summary
“Lonlogic, a London-based firm, specializes in custom WordPress development, B2B marketing and sales consulting, offering CMS design, integration, e-commerce, and eLearning solutions with ongoing support.”
Andrews Wharton
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Whether you're a direct marketing agency seeking to boost client contacts, a business like an insurance company aiming to avoid wasting time and resources on generic email strategies, or in search of new customer acquisition opportunities in Retail, FinTech, Travel, Auto, or any other industry, we h
Highlights
$1,000+
Min Project Size
10-49
Employees
Hauppauge, New York, Us
Services Provided
30% Email Marketing & Automation
4% Conversion Rate Optimization (CRO)
33% Media Planning & Budget Allocation
33% CRM Consulting and SI
AI Summary
“Andrews Wharton delivers tailored digital marketing solutions spanning email marketing, media planning, paid advertising, and AI-driven CRM automation to optimize client engagement and ROI.”
SelleroGroup
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SelleroGroup, a Bitrix24 Gold Partner based in Poland, was recognized as the Breakthrough of the Year 2024 by Bitrix24. We focus on CRM implementations for multi-entity companies, capital groups, and holdings—businesses that require a unified system to oversee various subsidiaries, distinct pipeline
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided+1 Services
35% CRM Consulting and SI
10% Unified Communications Consulting & SI
5% Other IT Consulting and SI
30% Business Model Design & Validation
AI Summary
“SelleroGroup, a Bitrix24 Gold Partner and 2024 Breakthrough Award winner, specializes in CRM implementations, integrations, data migration, and consulting for multi-entity enterprises with personalized senior oversight.”
Empirical Consulting Solutions, LLC
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Data is the foundation for making informed choices that enhance revenue, boost profitability, and address various aspects in between. At ECS, we collaborate closely with your team to foster sustainable growth and long-term profitability through business transformation. We examine data and feedback f
Highlights
$1,000+
Min Project Size
10-49
Employees
Narberth, Pennsylvania, Us
Services Provided
30% CRM Consulting and SI
20% Other IT Consulting and SI
35% Change Management Consulting
15% Operational Process Consulting
AI Summary
“Empirical Consulting Solutions, LLC partners with clients to leverage data-driven insights and workforce engagement, fostering sustainable business transformation for enhanced revenue and long-term profitability.”
We Build Products GmbH
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We Build Products GmbH is a software agency established by experienced experts from the financial services sector, offering specialized knowledge in software engineering, product development, and data solutions for banks and fintech companies. Our team has decades of experience within leading banks,
Highlights
$25,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Berlin, Berlin, De
Services Provided+8 Services
15% Legacy System Modernization
10% ERP & CRM Development
3% Robotic Process Automation (RPA)
1% CRM Consulting and SI
AI Summary
“We Build Products GmbH specializes in software engineering and product development for banks and fintechs, delivering scalable, compliant, and efficient technology solutions backed by extensive industry expertise.”
OutsetX
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OutsetX is a premier Odoo/ERP service agency focused on Odoo implementation and customization. With more than five years of experience and a solid history of achievements, we provide customized Odoo solutions that enhance efficiency and promote business expansion. Our extensive knowledge across vari
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Bahawalpur, Pk
Services Provided
15% AI Strategy & Roadmap Consulting
10% Custom AI Chatbot Development
35% CRM Consulting and SI
40% ERP Consulting and SI
AI Summary
“OutsetX is a leading Odoo/ERP service agency offering tailored implementation and customization solutions across industries to enhance business efficiency, productivity, and growth.”
PunchUp
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Growth Marketing and Training for Startups and Small to Medium Enterprises. We specialize in transforming businesses through tailored growth strategies, consultancy, and training, equipping you and your teams with everything necessary to attract more clients and expand. We view all businesses as sig
Highlights
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided+9 Services
8% Digital Strategy
4% Conversion Rate Optimization (CRO)
5% Demand Generation Marketing
3% Ecommerce Marketing
AI Summary
“PunchUp specializes in growth marketing and training for startups and SMEs, delivering tailored digital strategies and consultancy to boost client acquisition and business expansion.”

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