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

1,724 Companies

Top Financial services CRM Consulting and SI Companies

Salentica
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Salentica is a fully integrated software company dedicated to delivering optimal client management solutions for wealth management firms. Our goal is to enhance operational efficiency, minimize operational risks, and improve business development processes to support our clients' growth. We measure o
Highlights
$50-99/hr
Avg Hourly Rate
10-49
Employees
New York, New York, Us
Services Provided
70% CRM Consulting and SI
20% ERP Consulting and SI
10% Other IT Consulting and SI
AI Summary
“Salentica provides integrated client management software tailored for wealth management firms, enhancing operational efficiency, reducing risks, and supporting growth through innovative solutions and expert support.”
Metisc
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
At Metisc, you will discover a skilled and knowledgeable partner adept at integrating and collaborating with all your corporate systems, including Microsoft Dynamics CRM, Microsoft SharePoint, QuickBooks, MYOB, iMIS, Microsoft Access, Microsoft Outlook and Exchange, Joomla, Drupal, and WordPress. Ou
Highlights
$50-99/hr
Avg Hourly Rate
10-49
Employees
Rivervale, Western Australia, Au
Services Provided
70% CRM Consulting and SI
20% ERP Consulting and SI
10% Other IT Consulting and SI
AI Summary
“Metisc specializes in integrating and enhancing diverse CRM and business software systems, optimizing processes across sectors to improve efficiency, customer engagement, and cost-effectiveness.”
Shrum Tech
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
We offer software services utilizing Salesforce technology for your business's CRM needs. Reach out to us for development of Sales Cloud, Service Cloud, and Community Portals using LWC, Lightning, and other tools. We specialize in various Salesforce integrations and are experts in providing solution
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Bengaluru, Karnataka, In
Services Provided
60% CRM Consulting and SI
20% Cloud Consulting & SI
10% IT Staff Augmentation
10% Other IT Consulting and SI
AI Summary
“Shrum Tech specializes in Salesforce-based software services, delivering CRM development, integrations, and system migrations across Sales Cloud, Service Cloud, and Community Portals using advanced tools.”
Prism Solutions
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Throughout the years, the founders of Prism Solutions have assisted numerous clients worldwide by effectively integrating CRM solutions into their businesses and offering top-notch consultancy and support through Salesforce. They recognized the need to share their enhanced implementation strategy wi
Highlights
$25,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Lahore, Pk Punjab, Pk
Services Provided
70% CRM Consulting and SI
10% Cloud Consulting & SI
10% ERP Consulting and SI
10% ECM Consulting and SI
AI Summary
“Prism Solutions specializes in integrating CRM systems and Salesforce consultancy, empowering businesses globally to enhance customer relationships and streamline operations within centralized platforms.”
CloudRoute Solutions
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
CloudRoute Solutions was founded by four individuals with a strong background in grassroots Salesforce Consulting and Implementation, aiming to establish a highly regarded Salesforce practice. We specialize in Salesforce CRM and excel at transforming intricate business logic and processes into effec
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Mumbai, Maharashtra, In
Services Provided
70% CRM Consulting and SI
10% ERP Consulting and SI
15% Cloud Consulting & SI
5% Other IT Consulting and SI
AI Summary
“CloudRoute Solutions is a global Salesforce consulting firm specializing in CRM implementation and technical solutions, with expertise in multiple Salesforce products and a strong client retention record.”
Contivio
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Contivio is an international provider specializing in advanced contact center solutions, integration, and automation. Our reputation as a leader in these areas is bolstered by our diverse range of products, many of which are protected by patents, allowing us to deliver comprehensive solutions quickl
Highlights
$50-99/hr
Avg Hourly Rate
10-49
Employees
Irvine, California, Us
Services Provided
70% CRM Consulting and SI
30% ERP Consulting and SI
AI Summary
“Contivio provides patented, advanced contact center solutions with rapid cloud deployment, multi-channel communication, and intelligent middleware enabling seamless CRM and backend system integration worldwide.”
Ignite Solutions
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
We offer comprehensive solution design and architecture, as well as integration consulting services, with a focus on banking and financial services such as payments and billing. Additionally, we provide consulting services for Salesforce, including sales, service, and experience cloud.
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Sandton, Za
Services Provided
60% CRM Consulting and SI
15% IT Staff Augmentation
25% Other IT Consulting and SI
AI Summary
“Ignite Solutions specializes in solution design, architecture, and integration consulting for banking, payments, and Salesforce clouds, delivering comprehensive technology services.”
3LI GLOBAL
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
3LI GLOBAL is dedicated to fostering growth, with disruption inherent in our approach. We assist leading brands in achieving growth through well-designed CRM and digital experiences. As a premier B2B digital team, we provide outstanding CRM solutions and web design in Dubai, creating dynamic website
Highlights
$25-49/hr
Avg Hourly Rate
50-249
Employees
Dubai, Dubayy, Ae
Services Provided
70% CRM Consulting and SI
15% Unified Communications Consulting & SI
15% IT Staff Augmentation
AI Summary
“3LI GLOBAL is a Dubai-based B2B digital agency specializing in CRM solutions and web design to drive growth and enhance customer experiences for leading brands.”
Webfortis
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Since 1996, Webfortis, LLC has been at the forefront of providing Microsoft solutions to clients. Our solid collaboration with Microsoft, coupled with our dedication to staying ahead in technology—achieved through rigorous certification programs and the evaluation of all competitors' products—enable
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Walnut Creek, California, Us
Services Provided
15% ECM Consulting and SI
15% BI & Big Data Consulting & SI
70% CRM Consulting and SI
AI Summary
“Since 1996, Webfortis delivers expert Microsoft solutions, leveraging strong partnerships, rigorous certifications, and competitive insights to provide high-quality, innovative technology services.”
Think Beyond
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Think Beyond is a Salesforce Partner company established and run by Salesforce Architects, built on more than 17 years of our collective experience. We have executed high-stakes projects for clients such as PwC, Citi Bank, TTMS, and Infor. Our aim in creating Think Beyond was to offer clients a part
Highlights
10-49
Employees
Warszawa, Masovian, Pl
Services Provided
70% CRM Consulting and SI
20% IT Staff Augmentation
10% Unified Communications Consulting & SI
AI Summary
“Think Beyond is a Salesforce Partner delivering expert consulting, development, and managed services to optimize Salesforce solutions, enhance UX, and address complex client challenges through collaboration.”

«Previous

...

7 810 11

...

173

...

173

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.