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

Code n' Roll
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Code n' Roll is a specialized firm focused on developing internet applications and SaaS software, collaborating with startups and businesses across various industries and countries worldwide.
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Haifa, H, Il
Services Provided+4 Services
7% E-Commerce Development
20% Custom Web Application Development
7% Mobile App Development (iOS & Android)
17% CRM Consulting and SI
AI Summary
“Code n' Roll specializes in developing internet applications and SaaS software, collaborating globally with startups and businesses across diverse industries to deliver tailored digital solutions.”
4soft
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Are you in search of a dependable partner who can offer not only software development but also peace of mind? You've come to the right spot. We are technology specialists dedicated to guiding you through the software development journey. We don’t just write code; we first listen to your requirements
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Wroclaw, Lower Silesian, Pl
Services Provided+26 Services
8% Custom Web Application Development
8% Backend Development
5% Frontend Development
5% E-Commerce Development
AI Summary
“4soft is a global technology partner specializing in blockchain, digital transformation, AI, and custom software development, offering end-to-end services across diverse industries and markets.”
Accolite Digital
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Accolite Digital is a leading provider of innovative digital transformation services, adept at executing complex design-focused initiatives for Fortune 500 companies. We streamline our clients' digital experiences through a human-centered design and product innovation strategy, leveraging a communit
Highlights
1000-9999
Employees
Addison, Texas, Us
Services Provided+7 Services
10% Mobile App Development (iOS & Android)
10% Backend Development
10% Custom Web Application Development
4% E-Commerce Development
AI Summary
“Accolite Digital delivers innovative digital transformation services with expertise in product engineering, cloud, AI, and design, serving diverse industries globally through top-tier talent and customer-centric values.”
BrandLyft
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At BrandLyft, our goal is to make marketing easier and enhance your small business through smart automation, AI-driven strategies, and a personalized approach. As a certified partner of GoHighLevel (GHL), we focus on assisting small businesses and franchises in streamlining their operations, capturi
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Cartersville, Georgia, Us
Services Provided+2 Services
15% AI Strategy & Roadmap Consulting
20% Generative AI
15% CRM Consulting and SI
25% Digital Strategy
AI Summary
“BrandLyft offers flexible, AI-driven marketing solutions for small businesses and franchises, combining automation, personalized strategies, and data-driven insights to optimize growth and engagement.”
Cyntexa
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Cyntexa is a top IT consulting firm focused on providing innovative solutions and expert support to help businesses thrive. Our dedicated team of certified professionals assists organizations in enhancing their efficiency, increasing productivity, and reaching their digital transformation objectives
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
250-999
Employees
Jaipur, Rajasthan, In
Services Provided+1 Services
10% CRM Consulting and SI
18% Cloud Consulting & SI
12% IT Staff Augmentation
10% Other IT Consulting and SI
AI Summary
“Cyntexa is a leading IT consulting firm delivering innovative solutions and expert support, enabling businesses to enhance efficiency, productivity, and achieve digital transformation goals.”
Nflux Digital
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Many companies have put resources into SEO but remain unnoticed in AI search results. Nflux Digital addresses this issue. Based in Glasgow, we are a digital marketing agency that specializes in Generative Engine Optimization (GEO), assisting UK businesses in becoming visible and referenced in platfo
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided+6 Services
28% Generative AI
5% CRM Consulting and SI
8% Pay Per Click
3% Social Media Marketing
AI Summary
“Nflux Digital, a Glasgow-based agency, specializes in innovative digital marketing including Generative Engine Optimization, SEO, PPC, web design, and creative solutions to enhance business visibility.”
4B Systems sp. z o.o.
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We focus on creating tailored applications for businesses. Our expertise includes developing CRM systems, online ordering platforms, B2B and B2C portals, as well as applications and e-commerce sites. Additionally, we provide comprehensive consulting on the business model for the applications we deve
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Gliwice, Silesian, Pl
Services Provided+5 Services
17% Custom Web Application Development
12% E-Commerce Development
5% Mobile App Development (iOS & Android)
13% CRM Consulting and SI
AI Summary
“4B Systems sp. z o.o. specializes in developing customized business applications, including CRM, e-commerce, and portals, complemented by consulting and marketing services.”
Plan Digital Now
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Plan Digital Now is a CRM consulting firm that operates independently, catering to mid-market B2B companies. We assist businesses in selecting, implementing, and fine-tuning their CRM systems with entirely unbiased advice. Our offerings encompass CRM consulting and vendor assessment, comprehensive C
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided+4 Services
21% CRM Consulting and SI
4% Other IT Consulting and SI
3% Go-to-Market Strategy
15% Operational Process Consulting
AI Summary
“Plan Digital Now is an independent CRM consulting firm offering unbiased CRM selection, implementation, and support across major platforms, serving mid-market B2B clients worldwide in diverse industries.”
phaeria.com
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Phaeria, along with our development team, has been involved in various online platforms for over 15 years. Our journey began in 2012 with the creation of an online service for an insurance firm in Southport. Since then, we have assisted businesses across different sectors, enhancing the online prese
Highlights
$10,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
2-9
Employees
Southport, England, Gb
Services Provided+4 Services
27% Custom Web Application Development
7% Mobile App Development (iOS & Android)
14% CRM Consulting and SI
8% Custom AI Chatbot Development
AI Summary
“Phaeria is a strategic digital partner with over 15 years’ experience, developing tailored online solutions and fostering long-term client growth across diverse industries.”
SDRengine
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SDRengine serves as the Sales Development division of VCengine, a venture capital firm located in Palm Springs, California, and Vancouver. By leveraging their industry knowledge and network, SDRengine quickly helps companies with a successful track record to boost their revenue and engage with pre-q
Highlights
10-49
Employees
Palm Springs, California, Us
Services Provided+3 Services
12% Outbound Lead Generation
5% Appointment Setting Services
17% Customer Support Outsourcing
17% Digital Strategy
AI Summary
“SDRengine, part of VCengine, provides fully managed sales development teams leveraging industry expertise to enhance revenue and decision-maker engagement across diverse sectors.”

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