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

    ITSTEADY is a versatile custom software development firm specializing in development and consulting services. With a development center located in Eastern Europe, the company operates on a global scale. Whether you require a dedicated team, custom software development, or consulting on Microsoft pro


    Highlights

    $5,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    50-249

    Employees

    Las Vegas, Nevada, Us

    Services Provided+1 Services
    35% Custom Web Application Development
    15% Mobile App Development (iOS & Android)
    25% CRM Consulting and SI
    15% Other IT Consulting and SI
    AI Summary

    “ITSTEADY is a global custom software development and consulting firm specializing in tailored solutions, CRM integration, BI and automation, serving diverse industries with scalable enterprise systems.”

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

    Our daily lives revolve around Dynamics 365! For the past four years, this has been our focus at Magnifez Technologies. As a certified partner of Microsoft and Zoho, we specialize in delivering services related to Microsoft Dynamics 365, including consulting, implementation, and managed services for


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Bengaluru, Karnataka, In

    Services Provided+1 Services
    25% CRM Consulting and SI
    23% ERP Consulting and SI
    2% Other IT Consulting and SI
    15% IT Helpdesk & Support Services
    AI Summary

    “Magnifez Technologies is a Microsoft and Zoho certified partner specializing in Dynamics 365 consulting, implementation, and managed services, serving clients across multiple regions globally.”

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

    Apsia assists your business and organization in defining, implementing, and optimizing management systems with an emphasis on progress, efficiency, and sustainability. By fostering a trustworthy and close relationship with our clients, Apsia provides tailored software solutions and methodologies acc


    Highlights

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Paris, Ile De France, Fr

    Services Provided
    30% ECM Consulting and SI
    35% ERP Consulting and SI
    25% CRM Consulting and SI
    10% Other IT Consulting and SI
    AI Summary

    “Apsia partners with businesses to design and optimize tailored management systems focused on progress, efficiency, and sustainability, delivering solutions aligned with clients' specific goals and needs.”

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

    The Singula Team aims to provide you with the experience of collaborating with your personal in-house team. Our agency creates teams focused on developing websites, services, and applications, transitioning products to the cloud, or transforming outdated solutions into streamlined microservice archi


    Highlights

    $10,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    San Francisco, California, Us

    Services Provided+4 Services
    23% Custom Web Application Development
    10% E-Commerce Development
    17% CRM Consulting and SI
    17% ERP Consulting and SI
    AI Summary

    “Singula team offers comprehensive software development, UI/UX design, and AI-driven consulting services, delivering tailored enterprise solutions, cloud transitions, and system integrations to optimize business operations.”

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

    Elision Technologies delivers integrated telecom and omnichannel communication solutions aimed at enhancing customer experience, boosting operational efficiency, and fostering customer engagement for enterprises. The company's offerings include cloud-based contact center software, Voice AI solutions


    Highlights

    50-249

    Employees

    Ahmedabad, Gujarat, In

    Services Provided
    25% Other IT Consulting and SI
    50% Cloud Consulting & SI
    25% CRM Consulting and SI
    AI Summary

    “Elision Technologies provides integrated omni-channel communication and telecom solutions, including cloud contact centers and Voice AI, enhancing customer experience and operations across India, Africa, and GCC.”

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

    Upzoids specializes in designing and supporting Microsoft solutions that are quick to implement and easy to manage. As a Microsoft partner with an MVP focus, we concentrate on Dynamics 365, Power Pages, and the Power Platform. Our goal is to assist cities, counties, regulators, and associations in e


    Highlights

    $5,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    50-249

    Employees

    Calgary, Alberta, Ca

    Services Provided+2 Services
    3% ERP Consulting and SI
    5% AI Strategy & Roadmap Consulting
    5% Custom AI Chatbot Development
    15% Cloud Consulting & SI
    AI Summary

    “Upzoids delivers tailored Microsoft Dynamics 365 and Power Platform solutions for public sector and associations, focusing on efficient, secure, accessible services with minimal custom coding and ongoing support.”

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

    Our mission is to assist expanding businesses by offering the necessary technology and business intelligence tools to promote growth, ensure data security, and enhance customer satisfaction. We consider ourselves part of a community of dedicated entrepreneurs committed to serving their clients and s


    Highlights

    $100-149/hr

    Avg Hourly Rate

    2-9

    Employees

    Rochester, New York, Us

    Services Provided+1 Services
    25% CRM Consulting and SI
    15% Cloud Consulting & SI
    10% ERP Consulting and SI
    35% Managed IT Services
    AI Summary

    “Rochester IT & Business Solutions delivers comprehensive managed IT and business consulting services, enhancing security, compliance, and operational efficiency for diverse professional sectors.”

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

    Softweb Solutions is a technology consulting and software development firm that focuses on AI, data, and Salesforce. We prioritize our customers, adopting a listen-first strategy, creating quick prototypes, and emphasizing the provision of clear and rapid returns on investment for each solution we c


    Highlights

    $25,000+

    Min Project Size

    250-999

    Employees

    Plano, Texas, Us

    Services Provided+1 Services
    25% Generative AI
    30% BI & Big Data Consulting & SI
    20% CRM Consulting and SI
    15% AI Strategy & Roadmap Consulting
    AI Summary

    “Softweb Solutions is a technology consulting firm delivering AI-driven, data-centric, and cloud solutions including Salesforce and CRM services, focusing on innovation and rapid ROI across industries globally.”

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

    Zona Digital: Advancing E-Commerce Success We design high-quality, professional websites suited for all business types. Zona Digital, a dynamic digital agency, simplifies the process of establishing, updating, or enhancing your online presence. Our passion lies in taking online businesses to new h


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    2-9

    Employees

    Lviv, Lviv, Ua

    Services Provided+1 Services
    25% E-Commerce Development
    25% CRM Consulting and SI
    18% Product UX Strategy
    7% UX Research & Usability Testing
    AI Summary

    “Zona Digital is a dynamic digital agency specializing in designing modern, user-friendly websites and advanced e-commerce solutions, empowering businesses to succeed in the online marketplace.”

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

    We focus on building digital financial institutions by either launching new initiatives or improving current processes, products, and applications. Our areas of expertise include project management, design, agile software development, and process optimization. By prioritizing innovation and efficien


    Highlights

    $25,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    50-249

    Employees

    Warszawa, Masovian, Pl

    Services Provided+8 Services
    8% AI Strategy & Roadmap Consulting
    6% LLM Integration & Prompt Engineering
    6% Generative AI
    3% CRM Consulting and SI
    AI Summary

    “10Clouds Financial Institutions specializes in enhancing and launching digital financial services through project management, design, agile development, and process optimization, driving innovation and efficiency in finance.”

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