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SS&C CRM Solutions for Financial Services

Access over 25 years’ experience in Financial Services

Overview

  • 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.

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.  

Categories

Industry Competencies
Professional Services
Product Competencies
Platform
Geographic Focus
Shows the regions where the provider operates or has done business
United States
Canada
Australia
India
Supported Languages
English