CRM implementation and integration consultancy for credit unions and banks
Solutions Metrix is a Montreal-based CRM consultancy implementing Salesforce, Dynamics 365 and Creatio for financial institutions. Its stack spans integration middleware (Boomi, MuleSoft, Informatica, Kafka) across AWS, Azure and GCP, which points to integration-heavy delivery rather than single-platform work. Current hiring is minimal and limited to executive support and HR, signaling operational backfill rather than delivery expansion.
Solutions Metrix is a privately held digital transformation consultancy headquartered in Montreal, Quebec, founded in 2007. It serves credit unions, regional banks and other financial services organizations across North America. Services cover CRM platform selection, implementation, training, post-launch support, process improvement, marketing automation and workflow automation. The firm works across Salesforce, Creatio, Microsoft Dynamics 365 and SugarCRM. It employs between 51 and 200 people.
Solutions Metrix's stack includes Salesforce, Dynamics 365 and Creatio, supported by integration tools such as Boomi, MuleSoft and Informatica.
Solutions Metrix is headquartered in Montreal, Quebec, Canada, and serves financial institutions across North America.
Hiring is minimal right now, focused on executive support and HR roles at mid and senior levels rather than consulting or engineering positions.
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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.