CRM implementation and digital transformation for financial institutions
Solutions Metrix is a Montreal-based consulting firm specializing in CRM strategy, implementation, and digital transformation for credit unions and regional banks. The tech stack is heavily weighted toward integration platforms (Boomi, MuleSoft, Informatica) and cloud infrastructure (AWS, Azure, GCP, Snowflake), reflecting a services business built around complex system migrations and data centralization projects. Current hiring is weighted toward sales and senior/director-level roles, with distributed teams in Canada and India — a pattern consistent with scaling consulting delivery and account management across North America.
Notable leadership hires: Professional Services Director
Solutions Metrix helps financial institutions modernize customer engagement and operations through CRM strategy, implementation, and process automation. The firm works primarily with credit unions, regional banks, and financial services organizations across North America, with stated experience supporting over 45 institutions through digital transformation engagements. Service lines include platform selection, full CRM implementations, training, post-deployment support, and business process optimization. The company maintains certified partnerships with Salesforce, Creatio, Microsoft, and SugarCRM, positioning it as a multi-platform integrator rather than a single-vendor specialist.
Salesforce, Creatio, Microsoft Dynamics 365, and SugarCRM. The company is a certified partner for all four and handles strategy, selection, implementation, training, and post-deployment support.
Boomi AtomSphere, MuleSoft, and Informatica for data integration and system connectivity. Supporting infrastructure includes AWS, Azure, GCP, Snowflake, Kafka, and Datadog for monitoring.
Six active roles focused on sales (2), engineering (1), operations (1), support (1), and executive leadership (1). Majority are senior or director-level positions, with hiring in Canada and India.
Solutions Metrix's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →
This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.