IntellectAI stands as an elite Salesforce Partner, acclaimed for its finesse in financial solutions and wealth management. With a suite of solutions encompassing consulting, custom development, and integration, we’re recognized for executing one of the fastest Salesforce rollouts to 10,000 users within a top UK investment firm. This achievement cements our status as the premier Salesforce wealth management provider in the UK.

Leveraging over a quarter-century of experience and a team of over 100 financial service experts, we ensure rapid and sophisticated Salesforce implementations. At Dreamforce 2023, we gained insights into the latest innovations and trends.