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

1,728 Companies

Top Financial services CRM Consulting and SI Companies

NXTurnProfile set up by Edverise AI
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NXTurn is a distinguished 5 Star Award-winning Solution Partner for NetSuite, the leading Cloud ERP* software. Since 2005, we have demonstrated a strong commitment to NetSuite and have a proven history of achieving positive outcomes. We understand that to fully benefit from transitioning to NetSuite
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided+1 Services
20% Operational Process Consulting
14% Customer Experience (CX) Strategy
23% CRM Consulting and SI
10% ERP Consulting and SI
AI Summary
“NXTurn is a 5 Star NetSuite Solution Partner offering tailored licensing, consulting, implementation, and integrations to help businesses optimize growth through cloud-based ERP solutions since 2005.”
Opportunities 2 Serve, LLC.Profile set up by Edverise AI
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Opportunities 2 Serve provides web services and consulting for small businesses, focusing on operations and strategic business solutions. We are recognized as the top-rated consulting firm in Delaware County, PA. Our comprehensive services span from operations to strategy, enabling business owners t
Highlights
$1,000+
Min Project Size
Drexel Hill, Pennsylvania, Us
Services Provided+3 Services
23% Custom Web Application Development
10% Mobile App Development (iOS & Android)
17% CRM Consulting and SI
17% ERP Consulting and SI
AI Summary
“Opportunities 2 Serve, LLC offers expert web services and consulting for small businesses, specializing in operational efficiency and strategic differentiation to drive growth and innovation.”
Revolution GroupProfile set up by Edverise AI
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Revolution Group is a consulting firm located in Ohio, specializing in business and technology solutions, including IT, CRM, and ERP services for small to enterprise-level organizations in the manufacturing and professional services sectors. With over 25 years of experience, the company has been ins
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Westerville, Ohio, Us
Services Provided+5 Services
8% BI & Big Data Consulting & SI
12% CRM Consulting and SI
8% ERP Consulting and SI
3% IT Staff Augmentation
AI Summary
“Revolution Group, an Ohio-based consulting firm with 25+ years experience, delivers tailored IT, CRM, ERP, and cloud solutions for manufacturing and professional services, enhancing business performance.”
Abel SolutionsProfile set up by Edverise AI
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For almost thirty years, our clients have relied on us to tackle their business and technology challenges through solutions aimed at continuous improvement. The technology landscape evolves rapidly, and business requirements are constantly changing, which is why we offer scalable solutions that adap
Highlights
10-49
Employees
Alpharetta, Georgia, Us
Services Provided+4 Services
23% Cloud Consulting & SI
8% ERP Consulting and SI
2% Mobile App Development (iOS & Android)
27% Cloud Infrastructure Setup (AWS / GCP / Azure)
AI Summary
“Abel Solutions delivers scalable, Microsoft-focused technology solutions—including software development, cloud infrastructure, AI integration, and ERP consulting—fostering continuous improvement and digital transformation across industries.”
PlativeProfile set up by Edverise AI
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Plative is a consulting firm that focuses on AI, Data, CRM, CPQ, and ERP for various industries and private equity-backed businesses. Our international team excels in cross-cloud implementations that demand extensive knowledge in both front and back office operations, along with data and integration
Highlights
$10,000+
Min Project Size
$150+/hr
Avg Hourly Rate
50-249
Employees
New York, New York, Us
Services Provided+5 Services
5% AI Agent & Multi-Agent System Development
5% Custom AI Chatbot Development
15% CRM Consulting and SI
15% ERP Consulting and SI
AI Summary
“Plative is a consulting firm specializing in AI, CRM, ERP, and cloud solutions, delivering tailored cross-platform implementations on Salesforce and Oracle NetSuite for diverse industries.”
Qilin Software Lab Pvt LtdProfile set up by Edverise AI
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With over 8 years of experience at major corporations such as Samsung, GE, and Microsoft, Mr. Aditya founded Qilin Lab with the goal of assisting businesses in automating processes, fostering innovation, and integrating advanced technologies into their daily operations. This approach aims to decreas
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Services Provided
10% CRM Consulting and SI
25% Cloud Consulting & SI
40% ERP Consulting and SI
25% Other IT Consulting and SI
AI Summary
“Qilin Software Lab Pvt Ltd, founded by Mr. Aditya, leverages extensive corporate experience to deliver customized automation and advanced technology solutions that enhance business efficiency and reduce errors.”
Providian Global Solutions Private LimitedProfile set up by Edverise AI
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Providian is a consulting firm that specializes in technology solutions for ERP, CRM, HRMS, and mobility, and has been a market leader since 2000. With over 550 clients across more than five continents, the company has implemented more than 15,000 licenses, completed over 5,000 man-months of project
Highlights
$10,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
50-249
Employees
Mumbai, Maharashtra, In
Services Provided+2 Services
25% IT Staff Augmentation
10% ERP Consulting and SI
10% CRM Consulting and SI
5% Other IT Consulting and SI
AI Summary
“Providian Global Solutions delivers expert technology consulting for ERP, CRM, HRMS, and mobility, supporting over 550 global clients with diverse solutions and extensive project experience since 2000.”
E
ERP Solutions PLCProfile set up by Edverise AI
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Cost-effective ERP solutions in Ethiopia for various functions such as sales, procurement, accounting, manufacturing, project management, CRM, HRM, construction, eCommerce, and more. We have a proven track record of successfully implementing ERP systems for over 10 large companies across various ind
Highlights
$25,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Addis Ababa, Addis Ababa, Et
Services Provided
70% ERP Consulting and SI
10% Other IT Consulting and SI
10% Cloud Consulting & SI
10% CRM Consulting and SI
AI Summary
“ERP Solutions PLC provides cost-effective, comprehensive ERP systems across diverse functions and industries in Ethiopia, boasting successful implementations with over 10 large companies nationwide.”
Insights ConsultingProfile set up by Edverise AI
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Insights.ge is a reliable partner for companies navigating digital transformation. We create customized ERP, CRM, web analytics, reporting, SEO, and marketing solutions that optimize operations and speed up growth. Our team merges technical skills with a thorough knowledge of business processes to t
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Services Provided+3 Services
3% Mobile App Development (iOS & Android)
17% ERP & CRM Development
14% Custom Web Application Development
3% IT Staff Augmentation
AI Summary
“Insights Consulting delivers tailored ERP, CRM, analytics, and marketing solutions that streamline operations, enhance customer experience, and drive measurable business growth through data-driven insights.”
UNAPEN, Inc.Profile set up by Edverise AI
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UNAPEN Software Solutions offers customized solutions designed to enhance profitability, elevate employee productivity, and optimize operational efficiency. We also focus on streamlining internal processes, strengthening client service, and boosting client satisfaction, with a specialization in Fina
Highlights
$50-99/hr
Avg Hourly Rate
10-49
Employees
Meriden, Connecticut, Us
Services Provided+13 Services
4% Legacy System Modernization
10% Custom Web Application Development
3% Code Review & Technical Audits
5% QA & Software Testing
AI Summary
“UNAPEN, Inc. delivers tailored software, AI integration, cloud infrastructure, cybersecurity, and business consulting services, optimizing operational efficiency and IT management across diverse sectors including financial services.”

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