Solutions Metrix is a digital transformation consulting firm helping financial institutions modernize the way they serve, engage, and support their customers and members.
For over 20 years, we have partnered with organizations across North America to turn CRM strategies into measurable business outcomes. With more than 600 projects delivered and over 45 financial institutions supported on their digital transformation journeys, we bring both the strategic guidance and technical expertise needed to make your transformation successful.
We specialize in helping credit unions, regional banks, and financial services organizations improve member and customer experiences, streamline operations, and increase team productivity through CRM strategy, process optimization, automation, system integration, no-code enablement, data centralization, and change management.
We empower financial institutions to turn vision into execution, delivering smarter, more connected experiences that drive lasting value.
Interchange Solutions, based in Toronto, Ontario, Canada, has been developing CRM solutions since 1997 and is the maker of SalesNOW, a complete CRM Suite for the Web and mobile devices, used by thousands of customers worldwide. SalesNOW is an actively developed, award winning, affordable, robust, secure and fully hosted Customer Relationship Management (CRM) solution for the mobile device and the Web, designed for sales reps, sales teams, and service. Everything that a user enters within SalesNOW on the mobile device – such as contacts, companies, leads, deals, and activities – is automatically synchronized to their SalesNOW Web account and vice versa. SalesNOW is easy to use, allowing users to remain organized while tracking and managing all aspects of the sales cycle in real-time, anytime, anywhere. SalesNOW improves sales rep effectiveness on the road, increases management visibility as to who is doing what, and reduces the reporting burden via quick access to activity and sales related graphical and excel based reports.
Vivomente specializes in big and high velocity data using our experienced consultants to provide predictive analytics for clickstream, Internet of Things, customer insights, content recommendations and more. We helps companies build new business capabilities from running analytics on big data technologies such as Spark and Hadoop. Our goal is to help you gain valuable insight from your data and turn that insight into a competitive advantage for your business. We achieve this goal by having our data scientists working side-by-side with your team on data profiling, analysis and modeling and finally delivering a scalable and production-ready solution to you.