Businesses Served
Tech Companies
Avg Project Size
Response Time
Navigate complex SEC, FINRA, and NY DFS regulations with Salesforce solutions designed for Wall Street's stringent requirements.
Integrate Salesforce with trading platforms and real-time market data feeds while maintaining microsecond-level performance.
Ensure compliance with New York SHIELD Act and biometric data regulations while maximizing customer data insights.
Coordinate sales and service teams across Manhattan, Brooklyn, Queens, and beyond with unified Salesforce workflows.
Track commercial properties, tenant relationships, and lease workflows across NYC's complex real estate market.
Manage content rights, production schedules, and advertiser relationships for NYC's media giants.
Deep understanding of Wall Street compliance and financial regulations
Experience with NYC's unique data privacy laws including SHIELD Act
On-site availability in Manhattan with < 2-hour response time
Expertise in high-frequency trading system integrations
Relationships with NYC's financial regulatory bodies
Knowledge of NY State tax and reporting requirements
Experience with NYC's diverse industry verticals
24/7 support aligned with global financial markets
A Wall Street investment bank needed to modernize their client relationship management while ensuring compliance with SEC regulations and maintaining integration with Bloomberg terminals and proprietary trading systems.
Implemented Financial Services Cloud with custom compliance workflows, real-time Bloomberg data integration, and automated SEC reporting. Built custom Lightning components for deal tracking and regulatory filing management.
40% reduction in compliance reporting time, 60% faster deal pipeline visibility, and zero regulatory violations in 18 months post-implementation.
Salesforce certified consultants
Consistently high client satisfaction
Successfully delivered
Delivered across three regions
Discover how our services can transform your business processes
A pipeline the desk can trust. Lead scoring, opportunity tracking, and a forecast built from the org, not a side spreadsheet.
Cases, knowledge, and the channel the customer already uses. An agent on the repeats. A person on the exceptions.
Close, statements, and a pack finance can run without a rebuild. Salesforce plus the finance system of record.
Journeys on a customer the org already knows. Consent first. Marketing Cloud when the send can stand behind the list.
A repetitive, documented job tied to revenue. We set up one agent on that process and keep a reviewer on the exceptions.
Pull policy data from the last system into yours. Insurance and brokerage books. UAE and US teams buy this.
Get local expertise with global best practices. Schedule a consultation with our Salesforce experts.
