What We Do
Technology That Works.
For Financial Services.
Rooted in Salesforce, expanding into data, AI, and the platforms that move your business forward. We implement, optimize, and orchestrate the technology stack for banks, credit unions, wealth managers, and lenders. Every engagement is scoped to what you need, not what fills a SOW.
Start Here
Free Org Scan: 24 Hours, Zero Commitment
Before we pitch you anything, we want to understand what you're working with. Our Org Analyzer scans your Salesforce instance and delivers a full diagnostic: data model health, automation complexity, technical debt, license utilization, and more.
It takes 24 hours, it's free, and it gives both of us a shared baseline for the conversation about what's next.
Most firms charge $15–25K for this kind of assessment. We give it away because it's the right way to start a relationship.
Our Services
From Quick Start to Wall-to-Wall.
We Meet You Where You Are.
Not every firm needs a six-figure implementation. Some need a clean start. Others need someone to fix what the last team broke. We offer a range of engagement models, all built on the same foundation of financial services expertise and straightforward scoping.
Salesforce & CRM for Financial Services
500+ projects. In your industry.
From first implementation to full optimization: FSC Quick Start, Implementation Recovery, Wall-to-Wall builds, and ongoing advisory. Every engagement is staffed with senior consultants who average 8+ years on the platform and understand your compliance requirements before the project starts.
Custom Integration & MuleSoft
Your systems don't talk to each other. We fix that.
Core banking, custodians, compliance platforms, document management: financial services firms run on dozens of systems. We design and build the integration layer that makes Salesforce the single source of truth. MuleSoft, Salesforce-native, or hybrid, scoped to your requirements.
Marketing Cloud
Reach the right clients at the right time.
Whether you're running onboarding journeys, quarterly reviews, or compliance communications, Marketing Cloud lets you personalize at scale without losing the human touch. We implement it so your marketing team can use it.
Data Strategy & AI
Build the foundation before you build the models.
AI in financial services starts with data, and most firms aren't ready. We help you assess your data landscape, build the pipelines, and deploy AI that delivers. Practical intelligence built on a clean foundation, with no black boxes or vendor lock-in.
Custom App Development
Purpose-built solutions for workflows no off-the-shelf product handles.
Sometimes the right answer is a custom application: an internal tool, a client-facing portal, or an AI-powered workflow built specifically for your business. We build applications that integrate with your existing systems, meet your compliance requirements, and solve the specific problem no existing product addresses.
Platform Advisory & Emerging Tech
The right tool for the actual problem.
Not every problem is a Salesforce problem. When your challenge calls for a data platform, an analytics layer, or a custom application, we help you evaluate, select, and integrate the right technology, not just the one we happen to sell.
Industries
Financial Services. Full Stop.
We don't dabble. Every project we take is in financial services. That means we already understand your compliance requirements, your data complexity, and the regulatory pressure you operate under.
Banks & Credit Unions
From community banks to regional institutions. FSC implementations, core banking integrations, advisor enablement, and client 360 views.
Wealth Management
RIA firms, family offices, broker-dealers. Advisor workstations, AUM tracking, financial planning integrations, and client lifecycle management.
Mortgage & Lending
Originators, servicers, and secondary market players. Loan pipeline management, borrower portals, automation of manual underwriting workflows.
Institutional Asset Management
Fund managers, allocators, and service providers. Investor relations, capital activity tracking, and reporting automation.
Insurance
Carriers, MGAs, and agencies. Policy management, claims workflows, agent portals, and distribution analytics.
How to Engage
No Commitment Required. Seriously.
We're flexible on how we work together. Some clients start with an Org Scan and grow into a full implementation. Others need a specific problem solved in four weeks. Most engagements begin one of these ways:
Start with a Scan
Free | 24 hours
Get a clear diagnostic of your Salesforce org. No commitment. No sales pitch. Just data you can use whether you hire us or not.
Targeted Engagement
$20K–$75K | 4–8 weeks
Fix a specific problem: a broken implementation, a data migration, a new integration. Scoped, time-boxed, and delivered by senior people.
Full Implementation
$75K–$175K | 8–16 weeks
The complete build. From discovery through go-live, with training and hypercare included.
Strategic Partnership
Custom | Ongoing
For firms that want Stitch as a long-term technology partner. Retainer-based, with dedicated resources, quarterly roadmap reviews, and platform advisory across your full technology stack.
Not sure where to start? That's what the Org Scan is for.
Let's Figure Out What You Actually Need.
No 90-slide pitch deck. No generic proposal. Start with a free Org Scan or book a 30-minute call, and we'll tell you where you stand and what it would take to get where you want to go.