Financial & Professional Services, Elevated
Driving Efficiency and Visibility for Growth-Oriented Firms
Trajectory partners with financial and professional services organizations to streamline operations, improve client management, and enable data-driven decision-making through integrated enterprise platforms. From CRM and ERP implementations to intelligent automation and strategic integrations, we build the digital backbone that supports firm-wide growth, operational efficiency, and exceptional client experiences. Whether you’re optimizing client onboarding, managing complex billing structures, or scaling through M&A, our team delivers tailored solutions that help you reduce risk, gain control, and stay agile in a rapidly evolving industry.
Our Core Financial & Professional Services Solutions
Technology That Moves as Fast as Your Industry
Our CRM and ERP solutions are designed for the unique workflows and challenges of service-based organizations. We help firms unify operations across departments, automate key processes, and gain the real-time insights needed to manage performance, compliance, and client relationships at scale.
Client Relationship Management & Service Delivery
Deploy CRM tools to manage multi-stage client lifecycles, from lead generation to ongoing engagement and upsell.
Centralize client data and automate service workflows to ensure consistent delivery and high client satisfaction.
Complex Billing & Revenue Management
Use ERP functionality to handle time-based billing, retainers, project-based pricing, and multi-entity accounting.
Automate invoicing and revenue recognition processes in line with industry standards for compliance and accuracy.
Integrated Workflows Across Departments
Connect CRM, ERP, and third-party tools to create seamless workflows between sales, finance, operations, and service teams.
Eliminate redundant manual processes and enable faster, smarter collaboration across the business.
Real-Time Reporting & Financial Oversight
Gain full visibility into firm performance with dashboards that track billable utilization, revenue, client health, and profitability.
Make data-driven decisions with confidence, backed by accurate, centralized reporting across all service lines.
Your Partner for Financial and Professional Services Transformation
Your Success
Is Our Success
Trajectory brings deep financial and professional services experience to every engagement, with a proven record in optimizing mid-market and enterprise operations. Our tailored approach combines best-in-class technology platforms, integration expertise, and AI-driven innovation to help you execute with precision, efficiency, and confidence.
Streamlined operations from client onboarding to billing
Real-time visibility into firm performance and profitability
Stronger compliance and financial control
Improved collaboration across business functions
“Transforming our technology ecosystem was essential for scaling our business and supporting future growth. Automating policy payment processing optimized efficiency, and real-time reporting was vital for management. Trajectory had the right mix of business insight and technical skills to deliver our solution on time.”
Kameron Javaid
Vice President of Finance
Insurance Supermarket Inc.
The Challenge
The Approach
Trajectory collaborated closely with ISI to develop a comprehensive blueprint. We utilized Boomi for integration, creating an efficient transaction processing system while streamlining agent payments and enhancing reporting. By following a proven project management methodology, we delivered a scalable solution.