Financial Services

Keep system integrity, budget, resources, and sanity intact
with powerful, flexible technologies custom-tailored for your industry.


Specialization in
Financial Services

The Tokara team is comprised of veteran technology consultants with deep expertise in financial services. Browse the tabs to the right for summaries of features and functionality you can expect when you partner with us for a financial services engagement.

Technology that Builds
Relationship Capital

At the core of success in financial services are relationships and the sense of trust you build with clients over the long term. Our consulting team is fluent in the 'people-first' technologies that deliver deeper connection to clients, enabling you to know them better than your competition ever could and equipping your advisors with the tools they need to establish the repeatable best practices that build relationship capital.

With a long and successful track record in the financial services industry, the Tokara consulting team is adept at making client operations faster and more seamless, securing and growing their customer base, and positioning these companies for sustainable growth and success. We specialize in technologies like CRM that are designed to get financial services up and running from day one with modules tailored to the industry, including Asset Management, Capital Markets, Private Banking, and Commercial Banking.

Institutional Asset Management

Our consulting team is well-versed in CRM technologies designed specifically for institutional asset management professionals, enabling them to develop deep insights into client needs, preferences, and influencers. These platforms are also able to efficiently automate multi-step processes, track performance, and enable your teams to collaborate more effectively, regardless of device or location. Because they are designed specifically for segments within the financial services industry—in this case institutional asset management—they were built to mirror business processes and data models typically used by institutional asset management firms. The flexibility of the platform also ensures seamless connection to back-office financial systems and other critical platforms within the larger organization.

Mutual Fund Wholesaling

Our consultants are well-versed in industry-specific CRM solutions focused on the needs of mutual fund wholesalers, enabling them to develop a deep understanding of broker profitability while also strengthening and cultivating broker relationships, and streamlining business processes for improved productivity. Because they are designed specifically with the needs of mutual fund wholesalers in mind, they are able to increase efficiencies and productivity, resulting in higher overall profit and long-term success. The flexibility of the platform also ensures seamless connection to back-office financial systems and other critical platforms within the larger organization.

Capital Markets

Our consulting team has deep, hand-on expertise delivering the only complete, end-to-end relationship management solution for capital markets, designed specifically to address the needs of both sides of these firms. Industry-specific features and functionality allow investment bankers to seamlessly manage client opportunities while deepening connection, relationship, trust, and loyalty—all the while mirroring business processes and data models typically used by firms in this segment of the financial services industry. The flexibility of the platform also ensures seamless connection to back-office financial systems and other critical platforms within the larger organization.

Private Banking

Our consultants are adept at delivering CRM solutions designed exclusively to meet the needs of private banking and wealth management professionals. These industry-specific solutions enable operations to be streamlined, while also delivering more detailed insights into the cost and value of client services and ensuring the consistently exceptional client experiences that cultivate connection, trust, and loyalty. Custom-tailored for private banking professionals, these solutions are focused on gaining an ever-deeper understanding of client needs, households, preferences, and influencers while also functioning to automate cumbersome and time-consuming multi-step processes, track critical performance measures, and drive the collaboration and connection results in higher client satisfaction and loyalty.

Commercial Banking

Our seasoned consulting team has a deep understanding of CRM and related technologies developed specifically to meet the unique needs of professionals in the commercial banking industry. These solutions deliver critical insights into client needs and preferences while also automating complex processes, tracking key performance indicators, and enabling commercial banking teams to more easily and effectively collaborate. Designed to mirror business processes and data models most commonly used by commercial banks, platform flexibility also ensures seamless connection to back-office financial systems and other critical software used by the firm as a whole. Such industry-tailored solutions ensure commercial bankers are optimally positioned to delight clients with the personalized experiences and service that drive their banking choices and long-term loyalty.

Credit Unions

Our consulting team understands the unique and varied customer relationship requirements needs of credit unions, delivering CRM and related technology solutions designed to automate critical processes that have historically been complex and time consuming while at the same time structuring and implementing consistent processes focused on driving membership, reducing churn, maximizing ‘share of wallet,’ and delivering the personalized member experiences that secure trust and long-term loyalty.

Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities.

C. PiercePrincipal Financial

I strongly recommend Shawn Grant and his team at Tokara Solutions.

Omer SoykanSVP and Director of Investment Banking Technology, Jefferies

Experience Matters

Tokara consultants not only have deep experience in the financial services industry, but also in the 'people-first' technologies like CRM and marketing automation that transform businesses by enabling the consistently exceptional client experiences that result in connection, trust, and long-term loyalty. Whatever your technology requirements, we're certain our seasoned professionals can deliver the results you need.


Average Years in
CRM Consulting


Number of CRM


Client Service


Average Years
in Tech Consulting

"Companies in the early stages of digital transformation demonstrate—almost without exception—talent gaps that will need to be filled using appropriately-skilled contingent workers, contractors, or consultants to effectively move them forward ... as they work in parallel to develop talent from within."

—MIT Sloan School of Management, "Moving Digital Transformation Forward"

Accelerating 'time to business value' for Financial Services clients

We help financial services companies better understand and connect with their customers—harnessing CRM and related 'people-first' technologies to create the irresistible experiences that drive profit and growth.

Industry Focus Delivers Results. Pivotal UX CRM for Financial Services

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You know an asset when you see one.

We deliver ROI for Financial Services clients—ask us for a customer reference.