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Comnexa

Financial & Professional Services Summit-level consulting partner

Overview

We help Financial and Professional Services businesses to become more efficient and improve customer experience by Winning, Onboarding and Managing clients in Salesforce. Our team deeply understand Financial Services - many have worked in the industry.

See How Comnexa Works

Financial Services. This is our main expertise. We worked with Financial Services businesses to implement Sales, Service, Financial Services Cloud (FSC), CPQ, Pardot, Tableau CRM and Marketing Cloud. We have accelerators available for many products.
Professional Services. We work with Professional Services businesses, including accounting, law, consulting, and digital businesses. We have experience integrating ERP and Finance solutions with Salesforce.
Cloud Coach We are also Cloud Coach partners. Cloud Coach is a Project Management, PSA and PPM solutions for companies looking to get a strategic edge and run your projects on Salesforce.

For over a decade, our founders had used Salesforce within the businesses they worked at and witnessed first hand the success it can bring to an organisation. Comnexa was founded in 2016 with the ambition to help more businesses harness the power of Salesforce and drive sales, marketing, operational and administrative efficiencies. Today we are driving businesses forwards by putting Salesforce at the centre of their universe, helping them process and analyse key business data from a central source of truth and ultimately operate in a strategic and data driven manner. We predominantly work with Financial and Professional Services businesses because this is what we know best. A number of our team started their careers in the financial services industry before training in Salesforce. As we've gained implementation experience, we have developed accelerators and project methodologies we can guarantee lead to success. Our experiences include working with clients across several jurisdictions, time zones, and regulatory environments, for whom client data security is their top priority. We believe this means we offer our clients a unique proposition and an efficient road to success.

Comnexa's Achievements

Consulting Partner

Summit Tier

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