Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

Concenter Services, LLC

Rating

(4)

Certified Professionals

0

Partner Type

Registered

Customer Satisfaction Calculated from customer feedback shared during the past 18 months

9.87 (out of 10)

financial services CRM consulting

Concenter Services provides business solutions for Financial Advisors through the selection and adaptation of 'right-sized' technology. We have developed XLR8, a custom configuration of Salesforce CRM, designed specifically for financial advisory firms.

Loading