Finance Industry Solutions

Transforming Financial Services

Retail & Commercial Banking

We streamline operations, enhance customer engagement, and optimize data management. Our solutions provide customer relationship management and real-time analytics, equipping banks with tools to thrive.

Mortgage & Lending

Our comprehensive solutions help manage the end-to-end loan lifecycle efficiently. We ensure seamless data flow, improved loan processing times, and enhanced customer experiences.

Credit Unions

We provide robust data management, AI-driven analytics, and marketing automation tools to help credit unions understand members better, personalize services, and grow their membership base.

Insurance

Our AI and analytics solutions empower insurance companies to assess risk accurately, streamline claims processing, and deliver personalized policyholder experiences.

Wealth & Asset Management

We help firms leverage analytics and AI to gain insights, optimize investment strategies, and enhance client relationships. Our solutions enable effective asset management and exceptional client service.

Comprehensive Services Tailored to Financial Services

Salesforce Implementation

Enhance customer relationship management, streamline operations, and drive growth.

Snowflake Integration

Stay ahead with real-time analytics, data management, and business intelligence.

Data, AI & Analytics

Gain actionable insights, automate processes, and drive data-driven decision-making.

Data Strategy & Governance

Ensure data accuracy, security, and compliance.

Marketing Automation

Improve marketing efforts with automated solutions.

Training & Support

Equip your team with essential skills and knowledge.

Why Choose A360?

Industry Expertise

We understand the regulatory landscape, market dynamics, and customer expectations, providing solutions that ensure compliance, security, and competitive advantage.

Collaborative Approach

We work closely with clients to understand goals and challenges, ensuring effective and strategically aligned solutions.

Proven Results

We deliver successful projects that drive measurable business outcomes, completed on time, within budget, and to high standards.

Testimonials

“Incredible Partnership”

Working with A360 as our implementation partner has been incredible. We had a complicated use case and our data, frankly, needed a lot of work. They were able to connect with our internal IT, project management organization, and end users to create an org that has more than met our needs. They worked around our data issues and provided suggestions on how to tackle the cleanup

Staci Longbottom

Salesforce Administrator

“Excellent partner”

We would not have been able to deliver on our product vision without the support, guidance, and development work from the team at Accelerize 360. They have been excellent partners in bringing our Salesforce vision to life and providing value at every step of the way.

Daniel Rowe

AVP Solution Delivery

“Extremely Knowledgeable”

I see the A360 team as part of our overall team. They are extremely knowledgeable and have quickly understood our business to be able to apply solutions that work.

Wayne Soud

President & CEO

“The Best”

Probably one of the best things I love about working with Accelerize 360 is that they’re able to take ideas and turn those ideas into actionable items ... I’ve been very pleased with what I’ve seen.

Mark Blake

Chief Technology Officer

“Always Very Quick To Respond”

I worked with Accelerize 360 over the course of 3 years on different projects for our Salesforce org. Accelerize 360 was always very quick to respond to inquiries, offer support, and provide effective solutions.

Diego Rosales

HR & Compliance VP

“A Very Good Experience”

I had a very good experience with A360. They were always very professional, knowledgeable, and organized. I highly recommend the company. They are definitely the best implementation partner I have ever worked with during my 22-year career.

Mike Devaux

Principal Broker

“Great Consultation”

A360 is a great consulting company with reasonable pricing. Their consultants have been a major asset in helping me build out and customize Salesforce for my company. Easy to work with and always there in a crunch or to plan and build custom workflows and other major components. They work in all areas, whether to brainstorm, design, program, implement, or train. I am very grateful to have had them these last couple of years, helping me make Salesforce user-friendly and a viable resource for employees in our company.