Spark Advisory - Your FINS & FSC Partner! - Spark Advisory - AppExchange
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Spark Advisory - Your FINS & FSC Partner!

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We are your "Go To" Financial Services partner!

Spark Advisory, a joint venture with GFT, with 6,000 employees and annual revenues of $500 million covering financial services customers. Industry experience includes REITs, Credit Bureaus, Rating Agencies, and others. See below Highlights for details.


  • Spark Advisory has a list of 300+ financial services clients spanning several financial services micro-verticals. Learn more about our industry experience below.
  • We can help you replace Microsoft Dynamics!! We have migrated multiple customers from Dynamics to Salesforce, the market leader.
  • We are Financial Service Cloud accredited. Our Salesforce Center of Excellence (CoE) is staffed by over 50 certified Salesforce consultants..


Spark Advisory has 90 consultants, more than 107 Salesforce certifications, and over 50 financial services clients successfully engaged. We are well-positioned, with a US-based team and multiple nearshore centers of excellence, to address any digital transformation challenge or goal. Spark specializes in migrating customers off of Microsoft Dynamics/365 to the Salesforce platform based on a proven ROI achievement for clients and a seamless technical strategy.####Financial sector focus areas:##· Banking – Corporate, Investment, Retail, Commercial, National, Regional##· Capital Markets##· Insurance – P&C, Real Estate, Commercial, Home, Auto, Business Insurance##· Asset Management – Institutional Investors##· Private Equity, Venture Capital, Hedge Funds##· Asset Management REITs##· Credit Bureaus such as Experian##· Ratings Agencies such as Fitch##· Wealth Management & RIAs

Geographic Focus

United States
California New York Texas
International New Zealand


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