You're managing regulated data, legacy infrastructure, and complex compliance requirements. One mistake costs millions. You need a technology partner who understands the stakes—not just the technology.
Legacy systems cost more, run slow. Cloud migration saves money but needs zero downtime for billions in assets.
A partner with deep financial expertise who grasps your complexity and executes zero-risk migration.
FINRA, SEC, GDPR, SOC 2: Endless regulations. Data—your top asset and liability. One breach kills trust, triggers fines.
Technology partners who design compliance into every solution—not as an afterthought
You need specialized experts—but full-time hiring is costly, and managing multiple vendors becomes complex.
One partner. Top talent, mid-market prices. No vendor headaches.
ConvergeSol delivers end-to-end technology solutions for financial services companies. We combine in-house Salesforce and development expertise with specialized cloud and compliance partners. You get one accountable partner. We manage the complexity.
Move to Cloud. Reduce Risk. Optimize Costs.
Our Capabilities:
Our Approach:
Prime contractor model. ConvergeSol manages project, integration, delivery. Partners with certified AWS/Azure/GCP specialists. One point of contact—no vendor chaos.
Your Benefit:
Typical Engagement:
Timeline: 6–12 months
Team: 1 US-based delivery manager + 1 cloud architect + 8-12 offshore engineers + cloud specialist partners
Modernize. Improve efficiency. Enhance experience.
Our Capabilities:
Our Approach:
In-house ConvergeSol team. We're a Salesforce Ridge Partner with 8+ years of financial services implementation experience. No subcontractors. Full accountability.
Your Benefit:
Typical Engagement:
Timeline: 3-6 months
Team: 1 US-based technical lead + 6-10 offshore Salesforce developers/admins
Automate compliance. Cut risk. Scale analysis.
Our Capabilities:
Our Approach:
In-house development expertise. We've built ODD platforms for hedge funds and asset managers using Relativity, custom .NET applications, and modern web frameworks.
Your Benefit:
Typical Engagement:
Timeline: 4-9 months
Team: 1 US-based PM + 6-10 offshore developers + compliance SME
Build Competitive Advantage. Solve Unique Problems.
Our Capabilities:
Our Approach:
In-house development team. Modern tech stack (.NET, Python, Angular, React). Agile methodology with 2-week sprints.
Your Benefit:
Typical Engagement:
Timeline: 3–12 months
Team: 1 US-based PM + 4-8 offshore developers
We've delivered comprehensive technology solutions for hedge funds, asset managers, banks, and insurance companies. Here's how we've helped clients modernize infrastructure, automate compliance, and scale operations.
Multi-billion dollar hedge fund
Operational due diligence process was manual, slow, and error-prone. Analyzing each fund took 4-6 weeks. The firm couldn't scale fund analysis to meet growing demand. Risk of data inconsistency and missed compliance requirements.
Relativity, .NET, SQL Server, Bloomberg API, Refinitiv API
1 US PM + 8 offshore developers over 6 months
$50B AUM asset management firm
Legacy on-premises infrastructure was costly ($2M+ annually), slow to scale, and limited remote work capabilities. The firm needed to migrate 50+ applications to cloud with zero downtime. Integration with Bloomberg, Refinitiv, and core portfolio management systems was critical.
AWS (EC2, RDS, S3, VPC, IAM), CloudFormation, Terraform
1 US delivery manager + 1 cloud architect + 10 offshore engineers + AWS partner specialists
Regional wealth management firm ($10B AUM)
Advisors were using 5 different systems to manage client relationships (CRM, portfolio management, compliance, document storage, email). Inefficient workflows. Poor client experience. Compliance risk from disconnected data.
Salesforce Financial Services Cloud, Apex, Lightning Web Components, REST APIs
1 US technical lead + 6 offshore Salesforce developers over 4 months
We're not a generic technology consultancy. We specialize in financial services—and it shows in how we design solutions, manage risk, and deliver results.
Your Benefits
We understand your business—not just the technology. We know why zero downtime matters. We design compliance into every solution. We speak your language.
Your Benefits
You're trusting us with sensitive financial data. We take that responsibility seriously. Our security track record speaks for itself.
Your Benefits
You get Deloitte/Accenture-level expertise at boutique consultancy pricing. World-class talent without the Fortune 500 price tag.
Your Benefits
Technology projects are complex enough. You shouldn't have to coordinate multiple vendors. We do that for you.
Yes. We've worked with hedge funds, asset managers, RIAs, regional banks, and insurance companies. While each has unique requirements, we understand the common challenges: regulatory compliance, data security, legacy infrastructure, and integration with financial data providers.
Security and compliance are built into every solution we deliver—not added as an afterthought. We follow SOC 2-compliant processes, implement encryption at rest and in transit, design audit trails into all workflows, and conduct regular security reviews. We've had zero security incidents in 8 years.
You'll work with US-based project managers and delivery leads. Our offshore team in India handles development, configuration, and testing. We've perfected this model over 8 years—you get Fortune 500 quality at 30-50% lower cost with seamless communication.
We offer fixed price, time & materials, or milestone-based pricing depending on project scope. For cloud projects where we use specialist partners, we include all partner costs in our quote—no surprises. Typical engagements range from $100K-$1.5M depending on complexity.
We act as prime contractor and partner with certified AWS/Azure/GCP specialists when needed. You deal with us (one contract, one relationship). We manage the cloud partners. All costs are transparent and included in our quote.
Depends on scope:
We provide detailed timelines during scoping and update you weekly on progress.
Yes. We offer managed services and ongoing support for Salesforce, cloud operations, and custom applications. Typical retainers are $10K-$50K/month depending on scope and SLA requirements.
At ConvergeSol, our mission is to guide organizations through complex technology choices. We partner with our clients to design, build, and optimize solutions that support growth, efficiency, and long-term success.
ConvergeSol delivered our ODD platform on time and under budget. Their team understood our compliance requirements better than firms 10x their size. The platform has transformed how we analyze funds.
The cloud migration was flawless. Zero downtime. Zero issues. Their team coordinated everything—we had one point of contact and never worried about execution.
We've worked with 5+ consulting firms over the years. ConvergeSol is different—they actually understand financial services. The Salesforce implementation works exactly how we need it to.
