Concenter Services
HQ Address
14673 Midway Road, Suite #103, Dallas, TX 75001, United States
Website Address
Business introduction
XLR8 is a highly customized version of Salesforce built specifically for the Financial Services industry
As a Salesforce Partner since 2010, we have harnessed the power of the Salesforce platform and view it through the lens of Financial Advisors, Wealth Managers, and Financial Planners
Concenter Services is not your typical technology company. Unlike the competition, our solutions are designed to be customizable to your particular business needs. We believe the best customer service paired with a great system equals collaboration and partners for life!
Concenter Services takes data security seriously. In addition to the security inherent to the Salesforce platform, you can rest assured that everyone you work with on our team will have undergone a Criminal and Financial background check. With many years of experience in this area, we take our reputation – and yours – very seriously. We aim to be your most trusted partner.
Concenter Services Solutions
XLR8
XLR8 is a highly customized configuration of the Salesforce CRM. It’s an easy-to-use system for financial services such as: financial advisory, wealth management, personal insurance, commercial insurance, and corporate plans, etc. Since it is cloud-based, every firm, regardless of size, can aggressively compete and provide top-shelf service to their clients......
