Finance & Professional Services, Transformed
Empowering Financial and PS Firms with Scalable and Intelligent Solutions
Our Core Financial & Professional Services Solutions
Technology That Moves as Fast as Your Industry
Firms in the financial and professional services sectors are under growing pressure to digitize, differentiate, and deliver value—faster. Whether you’re scaling advisory services, automating financial operations, or navigating complex compliance requirements, Trajectory helps you implement the right ERP, CRM, integration, and AI solutions that create agility, transparency, and trust.
ERP, CRM & Cloud Platform Modernization
Cloud-Based Core Systems
Implement or optimize NetSuite and Salesforce to unify financials, client engagement, and reporting across your organization.
Cloud Migration & IT Architecture
Migrate legacy systems to secure, scalable cloud infrastructure tailored to professional services needs.
Real-Time Visibility
Enable transparent reporting and intelligent forecasting for finance, billing, and operational teams.
AI, Automation & Data-Driven Intelligence
AI-Enhanced Decision Making
Apply machine learning and analytics to improve budgeting, forecasting, and risk analysis.
Business Process Automation (BPA)
Automate approvals, billing, onboarding, and compliance checks to reduce manual effort and errors.
Custom Dashboards & KPIs
Build actionable insights through customized reporting and business intelligence solutions.
Regulatory Compliance, Security & Risk Management
Audit & Compliance Automation
Stay ahead of regulatory requirements with built-in controls and audit trails.
Cybersecurity Integration
Protect sensitive client and financial data with industry-standard encryption and threat detection.
Data Governance & Access Control
Strengthen data integrity with role-based access and audit-ready compliance frameworks.
Integration & AI-Powered Operational Excellence
Boomi, MuleSoft, and InitusIO Integrations
Connect ERP, CRM, and Fintech platforms seamlessly to ensure unified data flow and process execution.
AI Accelerators
Enhance productivity and decision-making with purpose-built AI tools for document extraction, payment matching, and intelligent transaction processing.
iPaaS for Professional Services
Simplify complex integrations across your tech stack while enabling rapid process automation.
Your Partner for Fin & PS 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.
Proven success
With NetSuite, Salesforce, Boomi, MuleSoft & InitusIO
Trusted by CFOs
Finance teams and consulting firms
Dedicated support
For professional services business models
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
Insurance Supermarket Inc. sought a technology transformation to improve profitability and streamline operations in response to evolving industry demands. They required a partner who could manage dynamic contracts and track costs for multiple reinsurers, possessing the expertise to navigate the complexities of the insurance sector and implement an effective ERP ecosystem for future growth.
The Approach
Trajectory collaborated closely with ISI to develop a comprehensive blueprint. They utilized Boomi for integration, creating an efficient transaction processing system while streamlining agent payments and enhancing reporting. By following a proven project management methodology, they delivered a scalable solution for future growth.
The Results
The technology transformation improved multi-currency payment processing and provided real-time financial reporting. ISI launched new products, streamlined agent payments, and gained insights from centralized data in NetSuite. Standardized processes set the stage for future growth, establishing a scalable foundation for expanding product lines and geographies.
Contact Us
Turn Your Technology Into a Competitive Advantage
Let’s work together to modernize your systems, streamline your operations, and drive innovation. With Trajectory, financial and professional services firms gain a long-term technology partner ready to deliver secure, compliant, and intelligent transformation.