New York, NY, USAFounded 2005Select partner
Unlocking the Power of Salesforce for Asset Managers & Banks
FinServ is focused exclusively on Financial Services with a team of management consultants who are experts in the industry.
Our experience spans fifteen years, forty-two of the one hundred top hedge and private equity funds, one trillion in assets under management, and nearly six hundred projects successfully completed on time and on budget.
FinServ delivers customized world-class business and IT consulting services for the front, middle and back office, providing managers with optimal and first-class operating environments to support all investment styles and future asset growth.
With our development capabilities we can bring your Salesforce implementation to the next level by taking any business process in your business and automating it with the world's leading software platform. We have extensive experience integrating systems and we leverage that expertise to build interfaces to any of your firm's systems, creating the most efficient systems and architectures for our clients.
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6 verified Salesforce credentials held by the FinServ Consulting LLC team.
| Certification | Category | Holders |
|---|---|---|
 Pardot Specialist | Specialist | 2 |
 Salesforce Certified Administrator | Administration | 2 |
 Sales Cloud Consultant | Consultant | 1 |
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FinServ Consulting LLC has not published client testimonials at this time.
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