SS&C CRM Solutions for Financial Services - SS&C Technologies Holdings - AppExchange
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SS&C CRM Solutions for Financial Services
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 0
  • 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 14
  • Year this company was founded Founded 1999
SS&C CRM Solutions for Financial Services
CRM Solutions
Access over 25 years’ experience in Financial Services

SS&C CRM Solutions helps over 4,300 investment firms in more than 50 countries- from established global institutions to small start-up practices to grow their business and thrive.  

Highlights

  • Industry Knowledge: We specialize in Financial Services; we have extensive expertise in Capital Markets, Asset and Wealth Management, and Mutual Fund Wholesaling.
  • Full Salesforce stack expertise: over 15 years' experience working within the Salesforce ecosystem along with proprietary accelerators.
  • Experience delivering projects: we have extensive expertise in delivery of software delivery of various kinds. We have spent decades delivering value based solutions within CRM products and custom implementations.


Description

About us: A division of the SS&C Technologies Holdings, we are a consulting, software implementation and services provider focused on delivering value-based solutions while supporting clients through their digital transformation journey.    ####Our teams are professionally trained Business Analysts, PMI accredited Project Managers and certified Scrum professionals with unparalleled technical talent with Salesforce certifications.  

Geographic Focus

United States
Massachusetts
Canada
Ontario Quebec
International Australia India

Languages

English

About SS&C Technologies Holdings SS&C CRM Solutions helps over 4,300 investment firms in more than 50 countries- from established global institutions to small start-up practices to grow their business and thrive. We are part of SS&C Technologies Holdings (NASDAQ: SSNC), a global provider of mission-critical technology and services for the financial sector. ####We deliver Salesforce implementations and ensure customer success in the Financial Services industry. We have a team of professionals who have been delivering Salesforce implementations for over a decade within the Financial Services space.

Headquarters
Toronto
Phone
1(800) 833-3626