Experts at managing data in the challenging Wealth Management industry.
Focused on managing high volumes of disparate types of data and utilizing Tableau CRM to discover and report on important trends.
If you already use the Salesforce platform and are struggling with user adoption and deployment, we can help. Salesforce is cutting edge technology and a leader in cloud computing, but can be overwhelming to organizations because of the vast amounts of features and functionalities it provides. We can quickly and inexpensively customize or configure your Salesforce org to your exact needs utilizing best practices developed through more than 10 years of experience. We also build all your required integrations and can assist in training your staff to ensure successful deployment and adoption.