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Products and Services

Data Integration

Data Integration

Many firms want to integrate data into their CRM system. Whether you’re trying to replicate data into CRM (or combining data) from HR, finance and third-party products—our team have implemented dozens of integrations with multiple CRM platforms.

Key Elements

  • Clear understanding of the business and technical requirements.
  • Implementation of a control database to manage the integration.
  • Exception reports to manage any issues.


  • Provides key business information in a single repository.
  • Drives effective reporting.
  • Gives the firm an overall view of the data from all systems.


  • Automated transfer of business-critical data between systems.
  • Best of breed systems being used correctly.
  • Detailed log files and reports from integration process.
  • Data managed as per business requirements.

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