FinTech Automation logo

FinTech Automation

Dallas, TXProvisional partner

Rating
5.0
Client reviews
6
Certified experts
2
Certifications
5
Projects delivered
Not listed

About FinTech Automation

Preparing our clients for a technologically rich future

FinTech Automation is a leading provider of technology services in the wealth management, insurance and banking industries. Our solutions allows small and medium sized independent advisory firms, broker/dealers, insurance agencies and other financial institutions to easily deploy branded front-end experiences for their practice an client. We provide full stack services, connected the front end experience to an API driven, microservices back end, connected to an ecosystem of curated third party applications and services. Our approach is elegant, simple and convenient, enabling our customer based to achieve a digital posture without having to hire, train and retain expensive and hard to find technology resources, and enabling them to meet today's client needs.

Salesforce expertise

Primary product and solution focus.

No technical expertise breakdown available.

Service mix

Published service offerings.

No service breakdown available.

Industry presence, client ratings, and project highlights.

FinTech Automation image 1

Image 1 of 4

Salesforce certifications

No certifications listed yet

Certification details will appear here once available.

Testimonials

Client feedback and project outcomes delivered by FinTech Automation.

No testimonials shared yet

FinTech Automation has not published client testimonials at this time.

Open positions

Current job listings connected to FinTech Automation.

No open positions right now

FinTech Automation does not currently have active job listings.

Firms similar to FinTech Automation

Reviewed firms working with the same Salesforce products, to compare before you decide.

Coastal logo

Coastal

Denmark

Verified

Coastal® is the consultancy you can trust to turn Salesforce, Snowflake, data and AI into lasting business value—backed by a 5/5 customer rating. We don’t start with implementation. We start with outcomes. Coastal’s proven approach helps you prioritize what matters most, build the right solutions, and keep them generating value over time. With thousands of happy customers, we bring clarity to you

  • Sales Cloud
  • Service Cloud
  • Community Cloud
  • +2 more
Rating
5.0(559)
Projects
355
Partner tier
Summit
Arkus logo

Arkus

United States

Verified

As a Salesforce Summit Partner and longtime Salesforce.org Premium Partner, Arkus is trusted time and time again to empower teams with innovative solutions across a multitude of Salesforce Clouds, as evidenced by our numerous certifications and Partner Navigator achievements. Arkus can help you leverage enterprise-class tools without the high risk and large upfront costs of traditional technolog

  • Community Cloud
  • Nonprofit Cloud
Rating
4.9(471)
Projects
1,204
Partner tier
Select
Infosys Limited logo
Verified

Infosys, as a Salesforce Global Summit Partner, delivers transformational experiences through innovative, end-to-end industry solutions. We are a full-service Salesforce provider with offerings like Infosys Topaz, Cobalt, and Aster and expertise spanning across Customer Experience Advisory, Strategy, Implementation, Data Integration, Change Management, Licensing Consulting, and Managed Services. W

  • Community Cloud
  • CPQ & Billing
  • Field Service Lightning
  • +5 more
Rating
4.9(455)
Projects
71
Partner tier
Summit

Need help selecting a Salesforce partner?

Based on your budget, timeline, and specifications, we can connect you directly with Salesforce consulting firms that match your project needs.

Tell us about your project