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Financial Services Salesforce Solutions

Learn how Aptaria helped Citibank and other financial service leaders integrate Salesforce CRM.

Who we have helped:

Lee, Sipe, and Associates

We replaced the firm’s prior system with an agile new implementation that enables Salesforce Lightning and eliminates troublesome person-accounts.

Read the Lee, Sipe, and Associates case study >

Citibank Wealth Management

In the largest-ever Salesforce implementation, Citibank replaced a fragmented CRM system and gained a 360 degree view of the customer.

Read the Citibank case study >


A major financial services company replaced 3 CRM products with 1 and gained a streamlined view of its customers by implementing Salesforce.

Read the AgStar case study >

RAFFA Wealth Management

RAFFA replaced Microsoft Dynamics with Salesforce's CRM Cloud and Marketing Cloud to refine its email marketing, drive sales, and increase event attendance.


A financial services company increased profits by moving its cash advance processing from a partner's platform to a customized PaaS solution.

Read the SwiftCapital case study >

TriQuest USA

Aptaria built a CRM solution that improved TriQuest’s ability to track and analyze the sales success of their national network of independent insurance agents.

Sol Systems

Aptaria provided a Sales Cloud startup and ongoing administrative services to allow Sol Systems to engage more deeply with its customers.


"Aptaria taught us how to fish."
Peter Piotti, SwiftCapital
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