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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Top Financial services CRM Consulting and SI Companies

  1. SynergySoft logo
    SynergySoftProfile set up by Edverise AI
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    Successful organizations view APIs as valuable products. This is where SynergySoft steps in to provide API-led integration solutions. SynergySoft offers comprehensive API governance solutions that encompass API management, integration, policy management, lifecycle management, metadata oversight, and


    Highlights

    $25,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Kyiv, Ua

    Services Provided
    35% Other IT Consulting and SI
    15% CRM Consulting and SI
    50% Managed IT Services
    AI Summary

    SynergySoft delivers API-led integration and governance solutions alongside AI-powered Tender Navigator, streamlining tender identification and enhancing business growth opportunities efficiently for diverse clients.

  2. Pzmeer logo
    PzmeerProfile set up by Edverise AI
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    Pzmeer is a reputable digital solutions provider that focuses on web development, digital marketing, and real-time trading dashboards. We assist businesses in their growth by creating tailored websites, automating workflows, and implementing client-centered strategies that merge creativity with tech


    Highlights

    10-49

    Employees

    Takoma Park, Maryland, Us

    Services Provided+4 Services
    12% Cold Email Campaign Management
    8% Outbound Lead Generation
    20% CRM Consulting and SI
    15% Email Marketing & Automation
    AI Summary

    Pzmeer delivers tailored digital solutions including web development, marketing, and real-time trading dashboards, combining creativity with technical expertise to drive business growth and measurable results.

  3. Makios Technology logo
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    At Makios Technology, we provide comprehensive IT security and management for businesses with over 25 users in West Texas, Southern New Mexico, and Southern Arizona. Unlike a typical break-fix service, we serve as a long-term technology partner specializing in infrastructure, cybersecurity, and meas


    Highlights

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    El Paso, Texas, Us

    Services Provided+2 Services
    25% Other IT Consulting and SI
    5% ERP Consulting and SI
    5% ECM Consulting and SI
    15% Unified Communications Consulting & SI
    AI Summary

    Makios Technology provides proactive IT management, cybersecurity, cloud communications, and custom AI solutions across West Texas, Southern New Mexico, and Southern Arizona, focusing on measurable business outcomes.

  4. SMART business logo
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    SMART business is a Microsoft Solutions Partner with offices located in Ukraine, Poland, Georgia, Azerbaijan, and Spain. We have achieved all six Microsoft partner designations, received the Microsoft Country Partner of the Year award five times, and are recognized as an LS Retail Diamond Partner. O


    Highlights

    $50-99/hr

    Avg Hourly Rate

    250-999

    Employees

    Kyiv, Kv, Ua

    Services Provided+1 Services
    35% BI & Big Data Consulting & SI
    25% CRM Consulting and SI
    15% Cloud Consulting & SI
    20% ERP Consulting and SI
    AI Summary

    SMART business is a Microsoft Solutions Partner delivering AI-powered consulting and integrated IT solutions across BI, CRM, ERP, Cloud, and security for global business optimization.

  5. Purple Sales logo
    Purple SalesProfile set up by Edverise AI
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    Purple Sales: Your B2B Outsourced Partner for Sales and Marketing Lead Generation As a prestigious Gold HubSpot Partner and a comprehensive solution for all your sales and marketing requirements, we assist B2B organizations in generating an increased number of sales qualified leads and opportunities


    Highlights

    $5,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Toronto, Ontario, Ca

    Services Provided+5 Services
    16% Outbound Lead Generation
    9% Appointment Setting Services
    10% Email Marketing & Automation
    6% Content Marketing Strategy
    AI Summary

    Purple Sales is a Gold HubSpot Partner specializing in outsourced B2B sales and marketing lead generation, enhancing collaboration for sustained revenue growth and qualified opportunities.

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

    Axes Geeks is a digital marketing firm that has evolved to address the shifting demands of marketing in the digital era. We offer a range of services, including SEO, SMO, SMM, PPC, website design, mobile app development, and more.


    Highlights

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Noida, Uttar Pradesh, In

    Services Provided+5 Services
    5% Other Digital Marketing
    10% Social Media Marketing
    10% Search Engine Optimization (SEO)
    18% Mobile App Development (iOS & Android)
    AI Summary

    Axes Geeks Private Limited is a digital marketing agency specializing in SEO, social media, PPC, website design, and mobile app development to meet evolving online marketing needs.

  7. Equals11 logo
    Equals11Profile set up by Edverise AI
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    Stop Disputing the Data. Start Increasing Revenue. For companies with 200 to 2,000 employees, Salesforce should serve as your definitive source of information, not a source of stress. We create the framework that instills confidence in CEOs and clarity for CFOs. When your systems are misaligned, you


    Highlights

    $25,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Charlotte, North Carolina, Us

    Services Provided+4 Services
    8% Other IT Consulting and SI
    5% IT Staff Augmentation
    5% Custom AI Chatbot Development
    5% AI Model Fine-Tuning & Training
    AI Summary

    Equals11 helps mid-sized companies unify disparate departmental data into one reliable Salesforce source, providing strategic frameworks and ongoing support to enhance leadership clarity and revenue growth.

  8. Vega IT logo
    Vega ITProfile set up by Edverise AI
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    We are a company specializing in digital product development and system integration services. Our mission is to assist organizations in designing, building, and advancing digital products that effectively address real business challenges and provide tangible value across various industries globally.


    Highlights

    $50,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    250-999

    Employees

    Novi Sad, Rs

    Services Provided+6 Services
    10% Custom Web Application Development
    8% Mobile App Development (iOS & Android)
    5% E-Commerce Development
    8% Backend Development
    AI Summary

    Vega IT provides digital product development and system integration services, partnering globally to deliver tailored, efficient solutions that drive business growth and competitive advantage.

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

    GEN, a partnership based in the UK, has the capability and knowledge to deliver secure, enterprise-level Information Technology Outsourcing and Managed Services on platforms such as Windows Server, Linux, Synology, and Unix, a service we have effectively provided for 25 years. Our organizational str


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    50-249

    Employees

    Services Provided
    5% BI & Big Data Consulting & SI
    23% CRM Consulting and SI
    22% Cloud Consulting & SI
    50% Business Intelligence (BI) Dashboard Development
    AI Summary

    Global Enterprise Networks is a UK-based IT firm offering secure, scalable enterprise solutions in IT outsourcing, AI & automation, BI, CRM, cloud consulting, and data analytics across industries.

  10. LionOBytes logo
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    LionOBytes is a SaaS-driven provider of business solutions focused on growth, with a significant footprint in both the USA and India. The company is dedicated to empowering small to mid-sized enterprises through its cloud-based integrated solutions, including LionO360 CRM, FSM, and ERP. These tools


    Highlights

    50-249

    Employees

    Services Provided
    23% ERP Consulting and SI
    5% AI Strategy & Roadmap Consulting
    22% CRM Consulting and SI
    50% Operational Process Consulting
    AI Summary

    LionOBytes delivers cloud-based SaaS solutions including CRM, FSM, and ERP to empower small and mid-sized enterprises in the USA and India, enhancing growth and operational efficiency.

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