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US Salesforce consultancy focused on financial services — wealth management, banks and credit unions — with proprietary FSC accelerators; 50+ team members across the United States (self-published).
Salesforce Select-tier consulting partner (AppExchange structured listing, published 8 July 2023) delivering Salesforce implementation and integration work alongside an AI/EDI automation practice; Mumbai (Borivali West) HQ with a US phone line and Salesforce-registered consultant locations in India and the United Kingdom. Seven vendor-published, named Salesforce case studies across Canada (energy & utilities, logistics), Singapore (wealth management FSC), UK non-profit, US real estate, Australia workplace safety. AppExchange: 11 reviews, 4.85 average. Published markets claim: USA, Canada, Europe, Singapore & Australia.
AI platforms global listings · AU availability flagged
Pricing
Document automation, proposal/quote generation and eSignature with approval tracking
Document automation and eSignature platform self-published as 'Trusted by 50K+ Clients' with a '40% Faster' doc-cycle claim and SOC 2/HIPAA/GDPR compliance statements; Salesforce listed under its own Integrations nav with a dedicated Salesforce CPQ resources page. ARCHIVE-CLASS record (Wayback 2026-07-21).
Pricing: Free tier, paid plans