Vertical Relevance

Vertical Relevance is an industry focused boutique firm with deep expertise within financial services, Amazon Web Services (AWS), and Salesforce.

Our mission is to help financial institutions enable effective transformation and drive business value by leveraging our team’s deep expertise in financial services, Amazon Web Services (AWS), and Salesforce.

Our Services

The digital transformation happening today in large financial institutions is in large part motivated by both an influx of cloud and financial technology (or FinTech) companies who have upended the customer experience by taking a digital-first approach. We offer our customers a variety of services that enable them to go from concept to implementation with the help of financial services experts.

AWS Cloud Transformation

Our Cloud Transformation team is focused on enabling a clear set of outcomes – business agility and speed to market. Whether clients are just starting out with their cloud journey or looking to be more agile with applications, the Cloud Transformation team is here to help you every step along the way. We provide a full range of services from strategy to design and implementation focused exclusively on the Amazon Web Services (AWS) cloud.

Business Consulting

Collectively, we have over 25 years of domain experience within the financial services industry and we understand the unique security, regulatory, and compliance obligations financial services institutions face on a global scale. Our Business Consulting team has proven capabilities across strategy and roadmap design, program management and integration, data management, agile project management, and quality assurance.

Customer Experience & CRM

Our Customer Experience & CRM team is focused on improving productivity, effectiveness, and transparency across marketing, sales, service and the back office for our clients. We differentiate ourselves above all with the team’s understanding of our clients – what it takes to successfully engage and build meaningful relationships in today’s rapidly evolving environment. We focus on building connected experiences to drive sales, support, and connectivity using Salesforce.

Why Vertical Relevance

Vertical Relevance’s niche is Financial Services, with a team boasting an average 20+ years of industry experience. This deep knowledge, coupled with technology expertise in Amazon Web Services and Salesforce, means higher quality solutions and quicker time to market for your organization. Accelerators are used throughout our practice areas to ensure the best solutions can be reused to reduce time, risks, and program costs.

We understand that Financial Services institutions need to innovate to realize their customer-first strategies. Our team approaches each new challenge with that same mindset – putting our clients first and partnering in your success with collaboration, flexibility, agility, and a steadfast commitment to quality.

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