Rule Six Consulting Services for Financial Services SMB - Rule Six Consulting LLC - AppExchange
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Rule Six Consulting Services for Financial Services SMB
  • 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 1
  • Year this company was founded Founded 2023
Rule Six Consulting Services for Financial Services SMB
Rule Six's Success Summary
Rule Six's Technology Experience
Rule Six's Re-Vamping Examples
Rule Six Success with PE and VC
Keith McAfee, our founder.
We find, create and restore value for Salesforce for financial services.

We are a consultancy focused on bringing and restoring value for small to medium-sized companies, primarily in the Financial Services vertical. ##Our expertise can be applied broadly as well, as many solutions are quite similar. ##We are in your corner!

Highlights

  • We have helped many SMB customers find and restore value in Salesforce.##We will work with out clients to find the right price point.##We are trustworthy will stand behind our work.##We are happy to discuss the opportunity for a solution at any time.
  • A Private Equity firm used a consultant for their initial implementation, and quickly eclipsed that firm’s capabilities. We took over the implementation, recalibrated the outcomes and timelines, and built custom functionality and processes.
  • An asset management company was frustrated with Salesforce, and Leaders called it “clunky”. We cleaned up their data and they conduct "live" business reviews directly from Salesforce.


Description

At Rule Six, we help clients succeed. We approach opportunities with open minds and open ears, seeking to understand our clients’ business, and we deliver our expertise and guidance to empower our clients to achieve measurable value and return on investment while maintaining affordability. ##* We have done standard implementations of all sizes, for Private Equity, Wealth Managers, Investment Managers, Banks, Credit Unions, Lenders and Fintechs.##* We have a specialization in AI / Agentforce, data management (MDM) as well as Credit Unions and Private Equity.##* We offer managed services contracts as well, where you sign up for a "bucket of hours" and then use them at your discretion, to augment your team and capability.

Geographic Focus

United States
California New York Washington

Languages

English

About Rule Six Consulting LLC At Rule Six, we help clients succeed. ####We approach opportunities with open minds and open ears, seeking to understand our clients’ business, and we deliver our expertise and guidance to empower our clients to achieve measurable value and return on investment.####We specialize in small and medium-sized business transformation and optimization. We work with complex models, data, and custom solutions with an eye on sustainability.####Rule Six’s Consistent Principles:##- Implement Salesforce as the CRM system to meet business objectives and realize value quickly.##- Customize Salesforce with as many native capabilities as possible to reduce future re-work while meeting the Client’s specific requirements and processes.##- Provide Client end-users with basic training on Salesforce functionality, detailed training on configured deliverables, and any desired training on best practices.##- Communicate openly and clearly to ensure a successful transition to the Salesforce platform and provide initial post-implementation support.##- Stand behind our work.####7 Salesforce Certifications and other awards that recognize our ability to deliver.

Headquarters
San Francisco, CA