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.

How this list is built

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

Shadow Shift Solutions
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Shadow Shift Solutions is a growth advisory and execution firm focused on performance, designed to assist ambitious brands in navigating and excelling within the contemporary media landscape. Our extensive knowledge in strategic media planning, AI-based execution, data-centric operations, and agile
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Dubai, Dubayy, Ae
Services Provided+5 Services
6% Social Media Marketing
12% Performance Marketing
2% Digital Strategy
12% Graphic Design
AI Summary
“Shadow Shift Solutions is a growth advisory firm specializing in strategic media planning, AI-driven execution, and agile methodologies to help brands accelerate performance globally with measurable, sustainable results.”
245TECH LLC
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
245TECH, located in Knoxville, Tennessee, is a software development company that creates custom solutions and is a HubSpot Certified Partner. We focus on software architecture, web development, and mobile app development. Our ideal clients include SaaS companies, mid-sized businesses, and higher edu
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Knoxville, Tennessee, Us
Services Provided+2 Services
18% Mobile App Development (iOS & Android)
8% E-Commerce Development
25% CRM Consulting and SI
12% Pay Per Click
AI Summary
“245TECH LLC is a Knoxville-based software development firm specializing in custom solutions, software architecture, web and mobile app development, serving SaaS, mid-sized businesses, and education sectors.”
IDE3
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
We assist in organizing and transforming businesses through IT services and custom software development to create a reliable digital work environment. Our clientele includes over 200 companies globally, and we have successfully completed more than 300 projects and addressed 45,000 requests to date.
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Zagreb, Grad Zagreb, Hr
Services Provided+2 Services
33% Custom Web Application Development
20% CRM Consulting and SI
13% Cloud Consulting & SI
17% Managed IT Services
AI Summary
“IDE3 delivers comprehensive IT services and custom software development globally, leveraging partnerships with top tech brands to enhance digital environments, integration, security, and business solutions.”
M-Files
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
M-Files offers a Context-First Document Management system that employs an AI-centric, metadata-driven framework designed to reduce information clutter and enhance productivity throughout the document lifecycle. By associating documents with the relevant individuals, processes, clients, and projects
Highlights
$50-99/hr
Avg Hourly Rate
250-999
Employees
Austin, Texas, Us
Services Provided
50% ECM Consulting and SI
20% CRM Consulting and SI
20% ERP Consulting and SI
10% Other IT Consulting and SI
AI Summary
“M-Files provides an AI-driven, metadata-based document management platform integrating with Microsoft 365 to enhance productivity, governance, compliance, and workflow automation across organizations.”
M40Tech
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Elevate Your Business with M40 Tech's Salesforce Expertise. We are dedicated to facilitating digital transformation through innovative Salesforce solutions. As a reliable consulting and development partner, we help businesses optimize their operations, improve customer relationships, and achieve exc
Highlights
$50,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided
50% API Development & Integration
20% Cloud Consulting & SI
20% CRM Consulting and SI
10% ERP Consulting and SI
AI Summary
“M40Tech specializes in delivering tailored Salesforce consulting, custom development, integration, and managed services to optimize business operations and enhance efficiency across industries.”
PioTech (Pioneers Information Technologies)
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Pio-Tech specializes in Business Acceleration and Digital Transformation, serving as a System Integrator and Business Solutions Advisor. The company develops data platforms and Business Intelligence solutions for various sectors, including finance, healthcare, and business. Renowned for its extensiv
Highlights
50-249
Employees
Amman, Amman, Jo
Services Provided
15% Other IT Consulting and SI
45% BI & Big Data Consulting & SI
30% Cloud Consulting & SI
10% CRM Consulting and SI
AI Summary
“Pio-Tech delivers business acceleration and digital transformation through AI, Big Data, blockchain, and cloud-based BI solutions, empowering sectors like finance and healthcare globally for sustainable growth.”
Kryptoninc®
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Technology should address genuine business challenges rather than complicating them. We collaborate with organizations throughout Australia, the GCC, Europe, and Africa to create and implement scalable digital systems that meet their specific operational requirements. Since 2018, our team has develo
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Lane Cove, New South Wales, Au
Services Provided+1 Services
35% Custom Web Application Development
15% Mobile App Development (iOS & Android)
20% CRM Consulting and SI
18% Other IT Consulting and SI
AI Summary
“Kryptoninc® develops secure, scalable digital solutions tailored to diverse organizational needs across Australia, GCC, Europe, and Africa, enhancing long-term business growth since 2018.”
Wise Pirates
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Unlike typical agencies, Wise Pirates acts as a digital business partner rather than merely a service provider. We collaboratively share risks, aspirations, and objectives to leverage our energy, skills, and experience for achieving top-tier results and enhancing digital maturity. Our approach is un
Highlights
50-249
Employees
Porto, Porto, Pt
Services Provided+6 Services
3% Other Digital Marketing
3% Email Marketing & Automation
5% Ecommerce Marketing
5% Search Engine Optimization (SEO)
AI Summary
“Wise Pirates partners digitally with diverse sectors, blending data-driven strategies, consultancy, and implementation across multiple platforms to achieve impactful business and digital growth.”
Vareger Group
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Vareger Group is the preferred partner for forward-thinking companies aiming for rapid and organized growth. Based in Tallinn, Estonia, we offer comprehensive product development, implementation, maintenance, and support to our clients. Our experienced team has created products from the ground up ac
Highlights
$10,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Tallinn, Harju, Ee
Services Provided+4 Services
33% Blockchain & Web3 Development
10% CRM Consulting and SI
12% Other IT Consulting and SI
4% Custom AI Chatbot Development
AI Summary
“Vareger Group, based in Tallinn, Estonia, delivers comprehensive product development and support services across sectors, enabling efficient, scalable growth for startups and corporations alike.”
GrusLabs Software Solutions Pvt. Ltd.
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Gruslabs Software Solution Pvt. Ltd. is a certified Salesforce Consulting Partner. For additional details, please click here: https://sforce.co/3WVsM5E. Our team consists of 18 Salesforce Certified developers specializing in Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and Salesforce CRM. We fo
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Indore, Madhya Pradesh, In
Services Provided+2 Services
23% E-Commerce Development
20% Custom Web Application Development
7% Mobile App Development (iOS & Android)
15% IT Staff Augmentation
AI Summary
“GrusLabs Software Solutions Pvt. Ltd. is a certified Salesforce Consulting Partner specializing in custom development, integration, and support across multiple Salesforce clouds and related technologies.”

...

...

...

Latest insights & expert perspectives

Explore data-backed surveys with inputs from top industry experts.

Stated minimum project sizes among the firms listed under software development services on Edverise, with the $50,000 band shaded

Vendor Selection

Questions to Ask a Software Development Agency: Six With Proof

A vetting script for second-round agency calls: six questions, the document each answer has to produce, and what a directory listing or a badge really proves.

Nihar Ranjan Rout

10/31/2026

Three software development quotes of $38,000, $94,000 and $210,000 converted to effective hourly rates of $79, $73 and $87.50

Vendor Selection

How to Compare Software Development Quotes Priced 5x Apart

Three bids for the same build are rarely comparable as written. A normalization checklist, a weighted grid adapted from FAR Part 15.3, and the hourly arithmetic.

Akash Mohapatra

10/31/2026

Chart of minimum project size stated by firms listed under AI agent development on Edverise, with the $50,000 band highlighted

Vendor Selection

AI Agent Development Cost: Build, Tokens, Reliability

An AI agent has three costs. Compute the monthly token bill from published list prices, then set the build quote against what listed firms actually charge.

Santanu Prasad Sahoo

10/31/2026

Check All Our Blogs

One Platform. One Promise. One Trust.

Edverise is building the trusted way to find tech vendors. List your company early, or talk to us about backing the platform.