GaleForce Solutions, a Microsoft Gold Certified Partner, has leveraged the core Microsoft Dynamics CRM infrastructure to create GaleForce CRM for Financial Services.

Our purpose-built CRM applications address Advisor, Customer Service and Management needs right out of the box--like improving individual productivity, delivering truly superior client service, and providing Managers with visibility into team member activities an account status--all while addressing the complex regulatory environment of the financial services industry.

GaleForce CRM for Financial Services is an enterprise-class application uniquely suited to the daily workflow of client-facing personnel in the financial services industry, including wealth management and multi-family office, retail, commercial and investment banking and capital markets firms.

Founded in 2003, with a management team of former executives, management and staff from technology industry leaders such as Microsoft, IBM, Business Objects and Pivotal, GaleForce Solutions has built GaleForce CRM for Financial Services around core Microsoft Exchange platform technologies.

Our CRM solutions are deployed worldwide through a network of system integration and reseller partners, including ePartners, CGI, Crestwood, Grean Beacon, Harvest Solutions, Ideaca, NetStandard, Pythagorus, Sistemas Digitales and Tectura among others. Please see our Partner section for more information.

GaleForce Solutions is a Microsoft Gold Certified Partner, Microsoft Certified Business Solutions Partner and Microsoft Certified ISV Partner. GaleForce Solutions was awarded 2004 Microsoft MBS-CRM Solution of the Year. GaleForce Solutions has also been named one of BC’s top 25 “Ready to Rocket” companies by IT business consulting firm Rocket Builders for many years (2005, 2006, 2007, 2008).

GaleForce Solutions is based in Vancouver, Canada.