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Financial Services

We help financial service businesses layout their goals, approach and strategy as the first step before incorporating automation and artificial intelligence to increase leads, build better customer relationships, be more efficient, and transform your business.

Automation is the future for Financial Service providers

With the help of a cloud based platform, bring all your applications and decision-making needs together in one place. You can work faster and more effectively with automation, which improves customer loyalty and experience.

Build highly personalized experiences for both customers and agents, allowing them to see the big picture to adapt faster, act smarter, and achieve better outcomes.

Why Automate Your Financial Services Company?

Customers want personalised outreach and proactive insights on their financial lives through banking and wealth management.

Millions of dollars are being lost in the financial sector simply to collect, reconcile, and analyse results. Make better sense of your data and integrate your business processes to become more reliable, effective, and capable of acting on previously unknown insight.

Financial Service businesses are automating many of their current processes. Stay competitive as technology evolves.

How Can Financial Services Automation Benefit Your Company?

Improve Risk Management

Remove subjective interpretation and conduct more powerful screening of potential customers. Early identify actions that indicate an increased risk of default and fraud.

Enhance Workflow

Workflows are more streamlined and effective because there are fewer manual tasks. Focus on more challenging lending situations instead of underwriters spending time and resources on tasks that can be done automatically.

Better Customer Relationships

Customers want financial firms to know them, direct them, advise them and deliver solutions that solve their current and future needs. Help advisors get a single 360-degree view of the customer.

Boost Performance

Critical tasks can be automatically controlled to prevent losses and to eliminate the risk of human error. Productivity can be increased by an estimated 50% because of automated processes that had previously lived on spreadsheets.

Better Visibility

A lack of visibility across the
sales funnel is like driving blind. With automation you can get better data quality, new data sources and improved scoring techniques.

Go Paperless

Too many documents can overwhelm your staff and make it difficult to process them all efficiently. Jump to innovation and not only eliminate paper, but also improve business processes while simplifying your IT environment.


of work activities can be automated


of customers prefer handling their everyday transactions digitally


of bank operations leaders say that customer experience is their top strategic priority

Customer Stories


Due to poor implementation and configuration of Salesforce Pardot, CWS was not able to achieve its goals of properly tracking, analyzing, and ultimately converting more leads.


App Solve repaired CWS’ domain tracking, allowing them to track both anonymous and identified visitors on their website. Also, App Solve updated/repaired web-to-lead forms to ensure the user submissions were being added to Pardot.


Long time users of, Dynamic Systems wanted to leverage and enable their worldwide partner channel with a streamlined system for them to be able to access their leads, cases and performance.


Dynamic Systems chose Partner Communities to provide their partners with a specialized window into their business, specifically designed for each individual partner’s use case.


National Bid Network was having difficulty measuring the success of its campaign and lacked the right tools that would allow it to measure the success of various campaigns sent out across different platforms.


After selecting Pardot as the best solution for their needs, National Bid Network then partnered with App Solve to implement and begin harnessing the power of Pardot. National Bid Network also wished to integrate and deploy Salesforce, a customer relationship management (CRM) tool, with the marketing automation tool.

Get In Touch With Us

Whether you need industry advice, a product demo or consultation on your next project, contact App Solve for all the resources you need to plan and grow your business.

Toronto Office
1050 King Street West
M6K 0C7

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What Our Customers Are Saying

Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.

Digitcom Telecommunications Inc.

"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."

Craig MacAdam, CFO | Lift North America

"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."

Dawn Jones, Director of Marketing | Kraun Electric Inc.

"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."

Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company

"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."

Simon Dealy, CEO | HIRE Technologies

"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."

Aaron Jones, CEO | Kraun Electric Inc.

"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"

Anthony Schermer, Senior Account Executive | Accounting Seed

"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."

John Chiaramonte, Senior Business Development Executive | Enwave North America LP.

"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"

Sierra Hayes, Operations Manager | Dream Local Digital

"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."

Chris Haase, President | Environmental Products Group

"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."

Gregory Kennedy, Controller | Generis

"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."

Lee-Anne Golden, Managing Director | Urban Flats Toronto

"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"

Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions

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