Accelerize360

Accelerize 360 is a Salesforce Partner specialized in financial services including Wealth Management, Insurance, Real Estate, Lending and Banking. Headquartered in Dallas, we have offices in New York, Toronto and India. With the experience of over 300 Salesforce implementations, we provide advisory, implementation, customization and support services to our clients.

As the financial services industry is disrupted by unforeseen competition, we enable digital transformation to increase productivity, enhance customer experience and enable scale. We do this through automation of marketing, sales and service operations and by creating seamless customer experiences - all through the Salesforce ecosystem.

Our unique methodology emphasizes business consulting to identify opportunities for automation, cross-functional collaboration and future-proofing your business. With that blueprint, we set about customizing Salesforce to your unique roadmap. With a relentless focus on adoption metrics, we provide in-depth training to your team to make sure that they use your technology investment to its fullest potential.