Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Cloud for Good | Financial Services

Dedicated Industry Experts Leading Your Transformation with Salesforce

Salesforce Consultants
Industry Competencies
Financial Services
Product Competencies
Agentforce Marketing
Agentforce Sales
Agentforce Service
Platform
Small Business
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
25
Certifications
The number of certifications held by people at this organization that align to competencies
81

Rating

Type

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.75
Lifetime project and community reviews average
Showing 10 of 61 Reviews
Sort by
Project Review
Verified Customer• Project Review

EMS was a joy to work with and I look forward to working with them in the future for further Salesforce FSC enhancements. The team is extremely friendly, knowledgeable, and they truly place themselves in our shoes to ensure they are helping us build what we envision and not simply what they can build.

Project Review
Verified Customer• Project Review

This partner had experience and expertise in specific systems our organization wanted to integrate with, which was a critical requirement for us. The integration project went relatively smoothly and could not have been completed within budget and schedule without our partner's experience and expertise.

Project Review
Verified Customer• Project Review

Be vocal and take advantage of PM and Exec Sponsorship to ensure appropriate resources are allocated and all elements of the project are on track. Be aware of how to manage the inevitable shifts that will occur and how to maximize resources during that time. Ask questions about their ability to engage with your core and set appropriate expectations. EMS came with creative solutions when challenges were posed so ask for what you want/need.

Project Review
Verified Customer• Project Review

This partner had experience and expertise in specific systems our organization wanted to integrate with, which was a critical requirement for us. The integration project went relatively smoothly and could not have been completed within budget and schedule without our partner's experience and expertise.

Project Review
Verified Customer• Project Review

EMS has been an exceptional partner throughout our Salesforce engagement. Their team is incredibly skilled and demonstrated a deep understanding of our needs. They provided clear and consistent communication at every stage of the project, ensuring that we remained on track and on budget. Their structured approach and collaborative framework not only made the process smooth but also set us up for long-term success. We highly recommend EMS for anyone seeking a trusted and capable Salesforce consulting partner.

Project Review
Verified Customer• Project Review

Our project team was able to uncover our needs and understand the way we do business. EMS' Financial Services Cloud Accelerator is excellent. Salesforce is so vast, and the Accelerator really provides the best tools to get your organization started. We felt very supported by our project team and EMS' executive leadership. We would definitely recommend this firm to others.

Project Review
Verified Customer• Project Review

We are very pleased with our engagement with EMS. We are implementing Financial Services Cloud to replace a legacy CRM and a legacy Account Origination tool. EMS has been a great partner - helping us understand what FSC can do for us, ensuring we are building out our org in a way that best suits our needs, and helping us uncover needs and find innovative solutions. All while providing a high level of service and matching our corporate culture. We are excited to enter the next phase with them - building our MVP release.

Project Review
Verified Customer• Project Review

EMS was very transparent about the scope and deliverables for this project. Our primary objective was to get our systems connected via Mulesoft and have a minimum viable product to go live. They also had experience with connecting to our existing systems and worked with us on our unique set up. They delivered as promised.

Project Review
Verified Customer• Project Review

EMS Consulting were EXCELLENT partners during our integration and provide status updates in timely manner. Would definitely love to work with them again..

Project Review
Verified Customer• Project Review

EMS has continued to deliver for us as a trusted advisor. With our latest engagement Dan was able to deliver to our vision, quickly and effectively with full understanding of the value we wanted to achieve and creative solutions to get us there.