Financial Services

A listing of some of our banking and financial services clients including hedge funds, commercial and community banks as well as private equity firms. 


A listing our non-profit clients that cover everything from social chage to educational reform.


A listing of our educational organizational clients from charter schools to educational reform institutions.


A list of our some of banking clients from community banks to wealth management. Make sure to read our white paper on 5 Ways Community Banks can Leverage CRM Solutions to Boost Profitability as well as the Salesforce Banking Resources with more demos and videos. 

Alma Bank

Alma Bank offers personal and commercial banking services. The bank was founded in 2007 and is based in Astoria, New York.

alma-bank-logoAlma Bank has gained a reputation for serving the needs of the communities they serve by emphasizing the importance of personal banking. they employ a highly qualified and professional staff and offer a wide of variety products and services. Their passion to innovate and to create has been driven solely on the entrepreneurial spirit of their people, and the out-of-the-box approach of their entire institution. Part of their success derives from knowing the precise value of opportunity and knowing when to execute.

Bank of New Hampshire

Founded in 1831, Bank of New Hampshire has been a mutual banking organization focused on our depositors and accountable to our communities.

Bank of New Hampshire LogoThey gather our deposits from local sources, and we make loans to finance local businesses, properties and individuals. Bank of New Hampshire has been serving New Hampshire customers longer than any other New Hampshire-based bank."

Bay Cities Bank

A wholly owned subsidiary established in November of 1999. Bay Cities Bank takes a different approach to banking.

As a community bank, Bay Cities Bank believe in supporting the people and businesses that help our community thrive. Inspiration and ambition signal success as much as a bulging bank account. That's why they go out of their way to help the organizations, professionals and local business people in the community get the financial products and services they need.

Fidelity Bank

One of the oldest and continually growing independent, local community banks in Central Massachusetts.

fidelity-bank-logo-600x600.jpgFidelity has received a “5-Star” rating from BauerFinancial, Inc., the nation’s leading independent bank rating and research firm. Fidelity earned this rating by excelling in the areas of capital adequacy, profitability and asset quality. In addition, Fidelity has been named one of the Top Places to Work in Massachusetts by the Boston Globe for three consecutive yea

Fieldpoint Private Bank & Trust

Fieldpoint Private Bank & Trust offers clients access to a unique combination of customized private banking, highly responsive business banking, boutique investment management, innovative trust solutions and personalized family office services.

Fieldpoint Private Bank & TrustOur firm is built on a philosophy of exclusive Membership and client–centricity. Focusing on select relationships ensures a true commitment to impeccable service and consistently flawless execution. This Membership–oriented service approach provides an exceptional client experience crafted to your individual financial needs.

First National Bank of Sioux Falls

Since 1885 they have been helping consumers and businesses in Sioux Falls and the surrounding communities. Their experience as one of the oldest and largest independent financial institutions in South Dakota assures you the professional advice and trust that has met the test of time.

fnbsf-logo-400x400.pngFirst National Bank of Sioux Falls are proud to say that their financial strength, technological sophistication, and exemplary service culture have proven that The First National Bank in Sioux Falls is more than just a bank. They are a community leader and a time-tested resource, an organization of people who care deeply about their community, their customers, and one another.

Guilford Savings Bank

Guilford Savings Bank has been serving the financial needs of individuals, families and businesses on the Connecticut shoreline for over 135 years.

Guilford Savings BankFounded in 1875 by local business owners, Guilford Savings Bank (GSB) has proudly stood as a trusted institution in the communities they serve. Starting with a seventeen thousand dollar investment and one branch on the picturesque Guilford town green, GSB has grown to a seven-office, $500 million bank.

GSB is a mutual savings bank; no capital stock is issued or outstanding. This allows them to focus on serving the specific needs of their customer, not on increasing shareholder value. This customer focus is what sets them apart from other financial institutions.

Kennebunk Savings

Founded in 1871, Kennebunk Savings is a mutual savings bank and a true community bank serving southern Maine and seacoast New Hampshire.

Kennebunk Savings offers a full range of business and personal financial products, technology enhanced access, uncommonly responsive service, and the highest level of commitment to the communities it serves.

OceanFirst Bank

OceanFirst Bank, founded in 1902, is a federally-chartered stock savings bank with $2.3 billion in assets and twenty-four branches located in Ocean, Monmouth and Middlesex Counties, New Jersey.

ocean-first-logo-420x420.pngThe Bank is the largest and oldest community-based financial institution headquartered in Ocean County, New Jersey.

OneUnited Bank

OneUnited Bank serves the needs of urban communities that are more diverse today than any time in history.

oneunited-logo.jpgOneUnited is the first Black internet bank and the largest Black owned bank in the country, with offices in Los Angeles, Boston and Miami. They were awarded the highest Bank Enterprise Award by the U.S. Department of Treasury for our community development lending ten times!

Southern Bancorp

Southern Bancorp, Inc., a bank holding company; Southern Bancorp Community Partners, a tax exempt lending and development organization; and Southern Bancorp Bank.

southern-bancorp-logo-600x600.pngOne of America’s largest rural development banks were founded in 1986 by then Governor Bill Clinton, Wal-Mart Chair Rob Walton, the Winthrop Rockefeller Foundation and others who were concerned about the economic decline of rural America. All three are U.S. Treasury certified Community Development Financial Institutions (CDFIs) collectively known as “Southern,” serving 80,000 customers at 44 locations in Arkansas and Mississippi with $1.2 billion in assets.

Uwharrie Bank

Financial services company dedicated to excellence in empowering communities of people to secure financial self-sufficiency.

uwharrie-logo-300x300.jpgA community bank that proudly serves the people and businesses of Albemarle, Concord, Wadesboro, and surrounding North Carolina areas.