Decimal Point Analytics - Decimal Point Analytics Private Limited - AppExchange
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Decimal Point Analytics
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 1
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 8
  • Year this company was founded Founded 2003
Decimal Point Analytics
Why Choose DPA as Your Salesforce Partner?
How DPA optimized CRM & Investor Engagement for a $27B Asset Manager
How DPA helped a $76B Asset Manager use AI & CRM Insights to Secure 24 New Investors
How DPA helped a $27B Asset Manager achieve 70% Faster Data Processing & Near-Zero Errors
DPA | Consultancy | Automation | Managed services

DPA excels in automating workflows, integrating third-party tools, and providing 24/7 expert support to help clients fully leverage Salesforce.

Highlights

  • 1. Financial Domain Expertise: ##With over 20 years of experience in the financial services sector, DPA deeply understands the specific CRM needs of investment managers, asset managers, and wealth advisors.
  • 2. End-to-End Salesforce Solutions: ##DPA offers a full suite of services—from implementation and third-party integrations to AI-powered automation and 24/7 support—ensuring clients receive a seamless, scalable, and future-ready CRM experience.
  • 3. Proven Track Record with Large Firms:##DPA has successfully transformed CRM operations for firms managing $20B+ in assets, delivering measurable results such as reduced manual workloads, improved investor tracking, and enhanced data visibility.


Description

DPA offers a full suite of Salesforce CRM services designed to address the unique challenges of financial institutions:##1. Implementation & Integration: Seamless setup and integration of Salesforce with existing systems and third-party platforms like LinkedIn, Preqin, and Conga Composer.##2. Process Automation: Leveraging AI to automate routine tasks, improving efficiency and allowing teams to focus on strategic initiatives.##3. Data Management: Ensuring data accuracy and consistency across platforms, facilitating better decision-making and compliance. ##4. Customization & Value-added Services: Tailoring Salesforce to meet specific business needs, enhancing user experience and productivity.##5. Ongoing Maintenance Support: Providing continuous support to ensure optimal performance and quick resolution of issues.

Geographic Focus

United States
North Carolina
International India

Languages

English

About Decimal Point Analytics Private Limited Decimal Point Analytics (DPA) is a forward-thinking data science firm dedicated to helping organizations harness the power of their data. With a strong foundation in financial research and advanced engineering capabilities, DPA delivers tailored analytics solutions that transform raw data into actionable business insights. While initially rooted in asset management, DPA has expanded its expertise to serve diverse industries, including healthcare, retail, technology, and more.####DPA’s unique strength lies in its ability to merge deep domain knowledge with cutting-edge data science techniques. By leveraging AI, machine learning, and predictive modeling, the firm enables clients to optimize operations, mitigate risks, and uncover growth opportunities. Whether it’s structuring unstructured data, building custom dashboards, or deploying scalable analytics pipelines, DPA ensures that businesses make smarter, data-backed decisions.####Looking ahead, DPA is on a mission to become a global analytics powerhouse, deepening its client relationships across multiple sectors.

Headquarters
Mumbai, Maharashtra, India
Phone
7004398711