Consulting Services for Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Below is a list of service providers who specialize in implementing and optimizing Agentforce Financial Services (formerly Salesforce Financial Services Cloud). These service providers have expertise and experience helping businesses implement, integrate and customize Agentforce Financial Services (formerly Salesforce Financial Services Cloud).
80 Listings for Consulting Services for Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Provider Description
Operatus' mission is to empower companies by building scalable, data-driven RevOps solutions that drive visibility, efficiency, and growth. We are the RevOps partner for our clients at every stage of their growth journey—laying strong foundations, optimizing systems, and providing strategic guidance—ensuring that each organization is equipped to achieve its full revenue potential.
P
Verified UserEnterprise (> 1000 emp.)
4.5 out of 5
"Outstanding Support and Attitude, Wish They Were In-House Full-Time"
Responsiveness, friendly nature, a true "we've got this" attitude
JB
Jeremy B.
4.0 out of 5
"Key support for RevOps"
Operatus has a resource pool to pull from if you need specific assistance for your project. For example, we needed to deploy CPQ and they had a CPQ...
P
Verified UserEnterprise (> 1000 emp.)
4.5 out of 5
"Outstanding Support and Attitude, Wish They Were In-House Full-Time"
Responsiveness, friendly nature, a true "we've got this" attitude
JB
Jeremy B.
4.0 out of 5
"Key support for RevOps"
Operatus has a resource pool to pull from if you need specific assistance for your project. For example, we needed to deploy CPQ and they had a CPQ...
Provider Description
We are a team of technology experts with more than 500 implementations to our credit. We work across clouds, advising clients with our expertise in various industries including insurance, retail and hospitality. Our motto is to never stop learning, so we’re always pushing the boundaries of Salesforce. Contact us: https://www.accelerize360.com/contact
C
Verified UserSmall-Business (50 or fewer emp.)
2.5 out of 5
"Still some questions"
They are obviously trying very hard to be a well-recommended company

SJ
Shobhit J.Mid-Market (51-1000 emp.)
5.0 out of 5
"Accelerize 360 is an excellent consulting firm."
Accelerize 360 is excellent in providing process optimization services to different business. It help companies in providing good digital experienc...
C
Verified UserSmall-Business (50 or fewer emp.)
2.5 out of 5
"Still some questions"
They are obviously trying very hard to be a well-recommended company

SJ
Shobhit J.Mid-Market (51-1000 emp.)
5.0 out of 5
"Accelerize 360 is an excellent consulting firm."
Accelerize 360 is excellent in providing process optimization services to different business. It help companies in providing good digital experienc...
Provider Description
Salesforce Consulting and Implementation Practice.

PD
Pranav D.Enterprise (> 1000 emp.)
2.5 out of 5
"SLAs Need Better Adherence"
1) Good support and 24*5 support
2) Lean support during national holidays and month end closing

AZ
Anamta Z.Enterprise (> 1000 emp.)
5.0 out of 5
"Good work-life, and balanced personal life"
Everything from their Bangalore EPIP zone office builidng, to their work culture, to the opportunities and proects they provided.

PD
Pranav D.Enterprise (> 1000 emp.)
2.5 out of 5
"SLAs Need Better Adherence"
1) Good support and 24*5 support
2) Lean support during national holidays and month end closing

AZ
Anamta Z.Enterprise (> 1000 emp.)
5.0 out of 5
"Good work-life, and balanced personal life"
Everything from their Bangalore EPIP zone office builidng, to their work culture, to the opportunities and proects they provided.
Provider Description
Passage Technology is an authorized Salesforce Consulting Partner, AppExchange Partner, and Reseller Partner, giving us the greatest breadth of capability in the ecosystem of partners to deliver on your mission critical needs.
Since 2008, Passage Technology’s apps and development services have been used by admins and developers for building solutions on the Salesforce platform. Ranging from time-saving admin apps, to productivity tools for sales and service, our solutions meet the competitive timelines and stringent security standards required by Salesforce and the industry.
Check out:
-Rollup Helper
-Milestones PM+
-Lookup Helper
-Storage Helper
-Prioritization Helper
-Data Analysis Helper
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Helpful team for SF implementation"
The delivery timeline for the entire implementation.
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Solid multi use Sales & PM Tool"
It does so much more than your ordinary sales tool. It really takes the place of 3 or 4 different pieces of software. I personally love the ability...
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Helpful team for SF implementation"
The delivery timeline for the entire implementation.
U
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Solid multi use Sales & PM Tool"
It does so much more than your ordinary sales tool. It really takes the place of 3 or 4 different pieces of software. I personally love the ability...
Provider Description
Persistent Systems is a trusted global solutions partner, delivering digital business acceleration, enterprise modernization and digital product engineering. Founded in 1990, Persistent brings over 30 years of leadership in software engineering and digital transformation to clients across BFSI (Banking, Financial Services and Insurance), HCLS (Healthcare & Life Sciences) and Software & Hi-Tech industries.
With over 12,000 technology and industry experts across 16 countries, we bring a boutique mindset to our enterprise and ISV clients, moving their digital presence to the cloud. We also leverage a diverse, open and innovative business partner ecosystem to bring the maximum value and adaptability to our clients -- maintaining strong partnerships and competencies with AWS, Salesforce, IBM, Red Hat, Microsoft, Google, Outsystems, and Appian, amongst others.
In addition to enabling successful business outcomes for our clients, Persistent is recognized for delivering outstanding client satisfaction as the winner of the ISG Star of Excellence Award worldwide, as well as for North America, APAC, BFSI and HCLS.
LJ
Leslie J.Small-Business (50 or fewer emp.)
4.5 out of 5
"Disappointed due to integration"
The organization's strength is its highly proactive resources. Amazing crew with broad expertise there to help at any time of day.
P
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Great Consultancy Service Provider"
great 24*7 support, and on-call support is very good in delivering us the great maintainability of the product
LJ
Leslie J.Small-Business (50 or fewer emp.)
4.5 out of 5
"Disappointed due to integration"
The organization's strength is its highly proactive resources. Amazing crew with broad expertise there to help at any time of day.
P
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Great Consultancy Service Provider"
great 24*7 support, and on-call support is very good in delivering us the great maintainability of the product
Provider Description
Self-support doesn't work; we champion personalized, responsive support that's the highest-rated in the industry. As a world leader, we provide this dedicated service at an attractive price to more than 1,000 customers out of nine regional centers. But we also go beyond support, providing managed services, consulting, full stack security and vulnerability protection, and more. Because support should be about you-not your software vendor.

AV
Aswathaman V.Small-Business (50 or fewer emp.)
4.0 out of 5
"Oracle and SAP - User-friendly and Secure"
The beauty is that third party support is offered to all versions of products. In addition the services offered cover all range and requirements su...
G
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"SAP and Oracle is the best application to use"
I have been working with Oracle as well as in SAP software; Both are user-friendly. I am a finance guy and works with using Oracle and SAP .

AV
Aswathaman V.Small-Business (50 or fewer emp.)
4.0 out of 5
"Oracle and SAP - User-friendly and Secure"
The beauty is that third party support is offered to all versions of products. In addition the services offered cover all range and requirements su...
G
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"SAP and Oracle is the best application to use"
I have been working with Oracle as well as in SAP software; Both are user-friendly. I am a finance guy and works with using Oracle and SAP .
Provider Description
Fast Slow Motion is a team of entrepreneurs, business operators, and certified Salesforce experts dedicated to helping small, growth, and mid-market businesses succeed with Salesforce. By focusing on optimizing sales, marketing, and service processes, they assist companies in building a solid foundation of people, processes, and automation to achieve scalable growth.
Key Features and Functionality:
- Salesforce Implementations: Specializes in Sales Cloud, Marketing Cloud, and Service Cloud implementations tailored to business needs.
- Training and Mentoring: Provides comprehensive training programs to ensure effective user adoption and proficiency.
- Process Consulting and Implementation: Offers expert guidance in designing and implementing efficient business processes.
- Change Management and User Adoption Consulting: Assists in managing organizational change to maximize the benefits of Salesforce solutions.
- Ongoing Support and Enhancements: Delivers continuous support and system enhancements to adapt to evolving business requirements.
Primary Value and Solutions Provided:
Fast Slow Motion empowers businesses to scale and optimize their operations by removing friction from sales cycles and automating repetitive tasks. Their approach ensures that companies can work smarter, not harder, delivering more value to prospects, customers, employees, and shareholders. By acting as long-term partners and trusted advisors, they help businesses grow, equip and support employees, and enhance customer relationships.

GP
Giselle P.Small-Business (50 or fewer emp.)
0.0 out of 5
"Slow, Inefficient, and Predatory: My Costly Mistake with Fast Slow Motion"
Initially, FSM’s sales team was responsive and willing to meet multiple times to discuss the project scope. Unfortunately, the quality of service s...
A
Verified UserMid-Market (51-1000 emp.)
1.0 out of 5
"Had a lot of bugs we needed to correct after deployment"
Their development team did their best with the project managers and business analysts they were working with. When they were given clear directions...

GP
Giselle P.Small-Business (50 or fewer emp.)
0.0 out of 5
"Slow, Inefficient, and Predatory: My Costly Mistake with Fast Slow Motion"
Initially, FSM’s sales team was responsive and willing to meet multiple times to discuss the project scope. Unfortunately, the quality of service s...
A
Verified UserMid-Market (51-1000 emp.)
1.0 out of 5
"Had a lot of bugs we needed to correct after deployment"
Their development team did their best with the project managers and business analysts they were working with. When they were given clear directions...
Provider Description
Plative is a digital-first management consulting firm with a global footprint that offers advisory, professional services, and project implementation to some of the world’s leading companies across Financial Services, Professional Services, Nonprofit, Technology, Media, and Consumer industries.

VI
Veronika I.Small-Business (50 or fewer emp.)
5.0 out of 5
"Amazing work by an amazing team, thanks Plative!"
Plative worked with my small non-profit to port over our scattered data onto our first ever CRM system. They first worked with us to understand our...
C
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Great Experience With Plative"
Project scope, implementation & deployment

VI
Veronika I.Small-Business (50 or fewer emp.)
5.0 out of 5
"Amazing work by an amazing team, thanks Plative!"
Plative worked with my small non-profit to port over our scattered data onto our first ever CRM system. They first worked with us to understand our...
C
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Great Experience With Plative"
Project scope, implementation & deployment
Provider Description
Aquiva Labs is a leading Salesforce Product Development Outsourcer and consulting firm dedicated to delivering exceptional business outcomes through world-class Salesforce consulting and engineering services. With over 220 certified professionals and more than 1,000 Salesforce certifications, Aquiva Labs has successfully completed over 150 projects, earning a 4.94/5 customer satisfaction rating.
Key Features and Functionality:
- AppExchange App Development & Maintenance: Aquiva Labs specializes in designing, developing, and maintaining cutting-edge applications for the Salesforce AppExchange, transforming innovative ideas into scalable, market-ready solutions.
- Digital Transformation & Salesforce Consulting: The company empowers businesses by unlocking seamless experiences and data-driven interactions, enabling informed product and strategy choices through expert Salesforce consulting.
- Managed Engineering Services: Aquiva Labs offers dedicated engineering teams that handle development, maintenance, and optimization of existing technology, allowing internal teams to focus on groundbreaking ideas.
Primary Value and Solutions:
Aquiva Labs addresses the challenges of businesses seeking to maximize their Salesforce investments by providing comprehensive services that ensure successful digital transformation. Their expertise in AppExchange development, strategic consulting, and managed engineering services enables clients to achieve scalable growth, operational efficiency, and sustained competitive advantage. By partnering with Aquiva Labs, organizations can confidently navigate the complexities of Salesforce implementation and optimization, ensuring their technology initiatives align with business objectives and deliver measurable success.

PC
Pablo C.Mid-Market (51-1000 emp.)
5.0 out of 5
"Strong Salesforce PDO partner for scalable AppExchange product development"
What I like best about Aquiva Labs is their combination of Salesforce consulting, engineering depth, and PDO experience. They understand Salesforce...
Provider Description
Atrium is a consulting services company that helps advise, implement, and optimize analytics, AI, and machine learning solutions on the Salesforce platform and related technologies such as Tableau, Snowflake, and AWS.
We help businesses across all industries unlock the power of their data to make smarter decisions and solve their most important challenges.
C
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Helpful, Efficient, & Positive"
The people I worked with were all very friendly, positive, efficient, and knew their expertise.
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