We have a substantial number of loyal Finance customers. Over the years, ITeq has been a reliable partner for insurance and financial philanthropy businesses.
We’ve got the Financial Services solutions to streamline your back, middle, and front offices, placing your customers at the center.
We are a trusted partner for Financial Services firms, insurance providers, and philanthropic organizations, delivering Salesforce solutions that enhance operations and engagement. Our expertise supports smarter client management, operational efficiency, and unlocking growth opportunities. We’ll help you adapt to an evolving industry while driving measurable results.
Learn how we’ll bring your vision to life through our collaboration with Pivotal Ventures
We are experienced in helping our Financial Services customers with the following:
- Accounting Seed integration
- Google Ads integration
- Tech Canary
- Case management
Trusted By These Happy Clients
