INDUSTRIES

Banking & Finance

Our experience in banking and finance positions us to help you with your most complex Salesforce challenges. Streamlined document signing and delivery, high on the list of many finance organizations, is one of our specialities. We’ve developed client onboarding and appointment management systems, tax document production systems, and fundraising tracking systems. We have the industry experience you need to make your project a success.

What would you like to achieve?

Tell us your story and we’ll connect you with an expert.

We’ll help you simplify, automate, and scale your business using Salesforce.

6+

Years As a Certified Salesforce Partner

70

Salesforce Certifications

90%

of Business From Referrals

100+

Salesforce Solutions Delivered

  • Wingate Group was an invaluable partner in helping us rearchitect our MQL process. They provided strategic insights and candid answers throughout the project. Their team persevered to solve any problems that arose, resulting in a successful outcome for our organization. Their hard work and dedication truly made an impact.

    — Sr. Director of Marketing Operations, eSentire

  • Wingate Group has brought expert knowledge and outstanding professionalism all of our Salesforce & Pardot projects so far. They successfully improved our SQL\MQL process, integrated our ERP to Salesforce, automated the customer experience journey, and improved reporting for our team. Their easy and collaborative working style made them a pleasure to work with on this project, and others we've completed with them over the years.

    -Sr. Manager IT, Hopewell

  • Wingate Group has been an invaluable asset in assisting our organization with the development of two prominent student awards programs. Their efficiency in delivering results, while adapting to our timelines, has proven to be immensely beneficial in achieving our program objectives. Thanks to Wingate's exceptional consulting services, we were able to surpass initial forecasts and double our output. Their contribution played a significant role in this success.

    -Vice President, The Schulich Foundation