Do You Sell Technology to the Financial Services Industry?
We Can Help!
Finding Prospects - Closing Deals - We are 'market-makers' for small to mid-sized technology companies that sell their solutions to the financial services industry: (Banks, Credit Unions, Asset Management Firms, Securities Broker/Dealers, Securities Exchanges, Insurance Companies, Hedge Funds & Prime Brokers).
We have long standing relationships with many financial institutions: *JP Morgan *Morgan Stanley *NYSE *Credit-Suisse *Fidelity *Citigroup *State Street Bank *Lord Abbett LLC *BNY Mellon *Goldman Sachs *Bank of America *Wells Fargo *Regions Bank *MetLife *Aetna *UBS *American Express *AIG
Our Technology Experience...
* Enterprise Software Sales * E-Commerce * CRM * BPO - Business Process Automation * PLM Product Lifecycle Management * Internet Portals * Portfolio Management * Equities & Fixed Income Trading Systems * Internet Banking * Funds Transfer * Litigation Support * SEC Compliance & Regulatory Reporting * Enterprise Document & Web Content Management * Call Center Telephony * Risk Management * Internet & Database Search * Data Integration & Management * Financial Reporting and Analysis * IT Recruiting & Staff Augmentation * Cyber & Data Security Performance Measurement & Attribution * Software & Application Development IT Consulting & Professional Services * Mobile App Development
Peter C. Ekstrom
President & CEO