Financial Services

Whether it is an subscription management system to deliver stock/portfolio analysis or a Customer Relationship Management (CRM) application, custom application integrations with platforms such as SalesForce.com, or creating workflows around internal applications, talk to us about it. Informulate has helped reduce manual intervention and squeeze efficiency from core business processes for clients such as:
  • IPD Analytics: Starting from a humble email subscription application, to delivering stock analytics content for its subcribers, to integrating a CRM solution, Informulate has been a reliable partner in taking ownership of IPD's software needs. This is what their COO, had to say: "I especially liked the openness and flexibility to accommodate changing needs and priorities. I perceived that Informulate is especially competitive in creating partnering relationships with small and medium sized businesses."
  • LEI: London Economics International is a consulting firm with operations in the U.S., Canada, Asia and Europe. Informulate helped develop their early vision of better managing projects, deadlines, and time tracking into a working reality.
  • Variant Trading: Informulate helped design, develop, and deliver a subscription news aggregation service that helped reduce the manual work involved and number of personnel.