Implement Kyloe In Just a Few WeeksWe are a Kyloe preferred services partner with extensive Financial Services experience on the Salesforce platform. What we do:
- Onboarding Services: We perform all standard and highly custom on-boarding processes quicker and with less disruption than traditional custom implementations.
- Platform Extensions: Expand functionality and business units on the platform through marketing (Pardot), Investor Portals (Salesforce Communities) and Analytics (Tableau / Tableau CRM).
- Managed Services: On-going managed services model gives Asset Managers flexible timeline and resource support to continuously innovate on current platforms.