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.
Citibank Wealth Management
In the largest-ever Salesforce implementation, Citibank replaced a fragmented CRM system and gained a 360 degree view of the customer.
A major financial services company replaced 3 CRM products with 1 and gained a streamlined view of its customers by implementing Salesforce.
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.
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.
Aptaria provided a Salesforce.com Sales Cloud startup and ongoing administrative services to allow Sol Systems to engage more deeply with its customers.