Businesses Served
Tech Companies
Avg Project Size
Response Time
New York Business Challenges We Solve
Financial Services Compliance
Navigate complex SEC, FINRA, and NY DFS regulations with Salesforce solutions designed for Wall Street's stringent requirements.
High-Volume Trading Systems
Integrate Salesforce with trading platforms and real-time market data feeds while maintaining microsecond-level performance.
NY Data Privacy Laws
Ensure compliance with New York SHIELD Act and biometric data regulations while maximizing customer data insights.
Multi-Borough Operations
Coordinate sales and service teams across Manhattan, Brooklyn, Queens, and beyond with unified Salesforce workflows.
Real Estate Portfolio Management
Track commercial properties, tenant relationships, and lease workflows across NYC's complex real estate market.
Media & Entertainment Workflows
Manage content rights, production schedules, and advertiser relationships for NYC's media giants.
Why Choose a New York Salesforce Partner
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
Industries We Serve in New York
New York Success Story
Manhattan Capital Partners
Challenge
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.
Solution
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.
Result
40% reduction in compliance reporting time, 60% faster deal pipeline visibility, and zero regulatory violations in 18 months post-implementation.
Certified Partner
Salesforce certified consultants
5-Star Rated
Consistently high client satisfaction
200+ Projects
Successfully delivered
Enterprise Ready
Fortune 500 trusted
Explore Our Solutions
Discover how our services can transform your business processes
AI Sales Pipeline Automation
Transform your sales operations with AI automation. Achieve 25-30% revenue growth and 40-50% efficiency gains with proven enterprise solutions.
AI Customer Service Transformation
Revolutionize service operations with AI automation. Achieve 30-90% cost reduction, 2x satisfaction scores, and transform agent productivity.
AI Financial Reporting Excellence
Accelerate financial close, ensure compliance, and drive strategic insights. Achieve 136% ROI with 80% error reduction and day 3 close.
AI Marketing Campaign Excellence
Scale personalization to millions with AI. Achieve $5.44 ROI per dollar, 113% content growth, and true 1:1 customer experiences.