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FinTech Automation, LLC
Preparing our clients for a technologically rich future
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 2
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 5
FTA is a technology firm with deep expertise in the wealth management, insurance and banking industries, offering digital enablement services. We empower firms to focus on growing and maintaining clients while automating front-to-back processes.
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Showing 6 of 6 Reviews
It has been a pleasure working with FinTech Automation!
FinTech Automation was terrific to work with beginning to end. Both the product itself and even more importantly their ability to guide us through the actual implementation process. Their understanding of the financial industry was clear throughout and critical for us. The feedback we are getting from our advisor clients has been extremely positive. Thank you!
FinTech Automation exceeded our expectations as far as not only the product itself but more importantly their ability to guide us through implementation. Their understanding of the financial industry was critical for us and they delivered. The feedback we are getting from our advisor clients has been extremely positive. Thank you!
The FinTech Automation team were very responsive, adaptive and knowledgeable. The projects were managed well and were finished on time, I am a very happy client.
Comprehensive and professional, with excellent service, FinTech Automation went above and beyond, I am very happy with the services I receive from FinTech Automation.
Working with FinTech Automation was a great experience. Their team took the time to understand our unique needs, develop an environment that worked for us, and delivered on the project in a timely manner, despite some bumps in the road we threw at them. We feel that we have a very functional Salesforce instance and it is working as we envisioned it.