Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training.

Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Within our Customer Experience practice we add complementary industry expertise (technology and media) synergizing the most relevant and successful customer trends.

We focus wholly on your success by first rigorously assessing your business and technology challenges, and then right-sizing solutions that provide a meaningful ROI. With our industry experts hitting the ground running and focusing on nimble, quality delivery, we are able to see rapid, tangible improvements with our clients in productivity and effectiveness. When it makes sense for your company we leverage our product partnerships in the areas of CRM, Sales Acceleration, Predictive Analytics, Digital Knowledge Management, and Cloud Transformation.

We look forward to hearing about your business challenges. Contact us to learn more about how Vertical Relevance can help realize your vision.

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Contact Info

51 JFK Parkway
1st Fl West
Short Hills, NJ 07078

15 West 38th Street
7th Fl
New York, NY 10018