Salesforce is the leading platform for Customer Relationship Management (CRM) and we are a trusted and expert partner. Our domain expertise is what makes us different.
We are selective, only partnering with financial services clients, which means we have a deep understanding of their world. Clients include fund, asset, and wealth managers, IFAs, PE/VC, placement agencies, trust and fiduciary providers, and insurance brokers.
We offer:
We are developing a core IT infrastructure with a vision to build our e-money platform in the future.
