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…
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Drive tech innovation designed for your growth. Certified partner of Salesforce, Creatio, Microsoft and SugarCRM.
Full company description
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.
LinkedIn followers
9,791
People associated on LinkedIn
68
Reported office locations
426 Rue Sainte-Helene, 300, Montreal, Quebec H2Y 2K7, CA
3107, ave des Hôtels, Québec, Québec G1W 4W5, CA
67 Mowat, #503, Toronto, Ontario M6K 3E3, CA
435 Nichols Rd, 200, Kansas City, Missouri 64112, US
Business categories
CRM
Consulting
Other recorded names
Solutions Metrix
Specialties
Goal Inception
CRM Platform Selection
CRM Implementations
CRM Training
Post-Service Support
Process Improvement
Digital Transformation
Marketing Automation
Business Workflows Automation
Creatio
Microsoft Dynamics
SugarCRM
Salesforce
CRM Consultation
Digital Empowerment
Financial Institutions
Credit Union
Regional Banks
Data Centralization
AI
No-Code Enablement
and Automation
Profile identifies a recruitment agency
No
Reported total investment
0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Solutions Metrix: Solutions Metrix is a digital transformation consulting firm helping financial institutions modernize the way they serve, engage, and support their…
3+ YOECandidates need 3 to 5 or more years in business development, enterprise sales, financial services, consulting or enterprise software. They must be skilled at research, communicate well with senior leaders, and have experience with CRM and sales tools.
Solutions Metrix: Solutions Metrix is a digital transformation consulting firm helping financial institutions modernize the way they serve, engage, and support their…
8+ YOECandidates need 8+ years of IT project management, including CRM implementations such as Creatio, Salesforce or Microsoft Dynamics, and experience running fixed-budget projects. Fluent French and English, a bachelor's degree or equivalent experience, and working knowledge of Jira and Microsoft 365 are required.
Jira, Confluence, Microsoft 365, Creatio, Salesforce, Microsoft Dynamics
Solutions Metrix: Solutions Metrix is a digital transformation consulting firm helping financial institutions modernize the way they serve, engage, and support their…
Candidates need a degree in software engineering, IT or a related field, a valid CRM certification, and extensive CRM implementation experience in banking or credit unions. Strong business process knowledge and client relationship skills are also required.