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Decimal Point Analytics

DPA | Consultancy | Automation | Managed services

Salesforce Consultants
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Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
12
Certifications
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17

Description

DPA offers a full suite of Salesforce CRM services designed to address the unique challenges of financial institutions: 1. Implementation & Integration: Seamless setup and integration of Salesforce with existing systems and third-party platforms like LinkedIn, Preqin, and Conga Composer. 2. Process Automation: Leveraging AI to automate routine tasks, improving efficiency and allowing teams to focus on strategic initiatives. 3. Data Management: Ensuring data accuracy and consistency across platforms, facilitating better decision-making and compliance. 4. Customization & Value-added Services: Tailoring Salesforce to meet specific business needs, enhancing user experience and productivity. 5. Ongoing Maintenance Support: Providing continuous support to ensure optimal performance and quick resolution of issues.

Highlights

1. Financial Domain Expertise: With over 20 years of experience in the financial services sector, DPA deeply understands the specific CRM needs of investment managers, asset managers, and wealth advisors.

2. End-to-End Salesforce Solutions: DPA offers a full suite of services—from implementation and third-party integrations to AI-powered automation and 24/7 support—ensuring clients receive a seamless, scalable, and future-ready CRM experience.

3. Proven Track Record with Large Firms: DPA has successfully transformed CRM operations for firms managing $20B+ in assets, delivering measurable results such as reduced manual workloads, improved investor tracking, and enhanced data visibility.

Decimal Point Analytics Private Limited's Impact

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Provider Details

Decimal Point Analytics Private Limited
Mumbai, Maharashtra, India

Decimal Point Analytics (DPA) is a forward-thinking data science firm dedicated to helping organizations harness the power of their data. With a strong foundation in financial research and advanced engineering capabilities, DPA delivers tailored analytics solutions that transform raw data into actionable business insights. While initially rooted in asset management, DPA has expanded its expertise to serve diverse industries, including healthcare, retail, technology, and more. DPA’s unique strength lies in its ability to merge deep domain knowledge with cutting-edge data science techniques. By leveraging AI, machine learning, and predictive modeling, the firm enables clients to optimize operations, mitigate risks, and uncover growth opportunities. Whether it’s structuring unstructured data, building custom dashboards, or deploying scalable analytics pipelines, DPA ensures that businesses make smarter, data-backed decisions. Looking ahead, DPA is on a mission to become a global analytics powerhouse, deepening its client relationships across multiple sectors.

Geographic Focus

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Countries

United States • India

Languages

Supported Languages

English

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