Implement Kyloe In Just a Few Weeks

We 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.