CRM Consulting

Accelerize 360

Digital Transformation for Financial Services

Summary

Strategy Consulting:

  • Roadmap Definition
  • Tech Stack Strategy
  • Process Automation
  • Data Architecture
  • User Experience

Areas of Expertise:

  • Wealth Management
  • Asset Management
  • Insurance
  • Banking
  • Credit Unions
  • Lending & Mortgage
  • Investment Banking
  • Private Equity
  • REIT
  • Hedge Funds

Our Salesforce Implementation Experience:

  • Sales Cloud
  • Financial Services Cloud
  • Pardot
  • Community Cloud
  • Lightning Design
  • Wave Analytics
  • Service Cloud
  • Marketing Cloud
  • Force.com
  • Heroku

  • Accelerize 360

# Focus

# Service lines

10%
10%
10%
10%
10%
10%
10%
10%
10%
10%

# Salesforce Expertise

25%
25%
25%
25%

# Industry Expertise

100%

# Certifications (112)

# Portfolio

Key clients: Best Brains, Integral, Network, Leads on Demand, Leap Easy, Junto Wealth, Las Olas Capital Advisors, Torreya, Assured Guaranty, Benefits Science, Fifth Season Financial, Collaborative Wealth, Olive Tree, Element Capital

# Geographic Focus

Languages: English

International: India, United States

United States: Alabama, Arkansas, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin

# Request a Quote

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