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BPO Service Company

AcceInfo

Canadian CRM specialist building Salesforce banking software and running call centre services for financial institutions

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TrustList summary

AcceInfo is a CRM consultancy near Toronto that concentrates on banks and other financial institutions. Its team has more than 20 years of CRM experience and it runs its own call centre alongside its software work.

What AcceInfo does

  • AcceCentric banking CRM: its CRM product for banks, built on Salesforce and Microsoft Dynamics, covering a full customer view, campaigns, sales pipelines and complaint handling.
  • CRM integration and customisation: Salesforce integration projects and enterprise CRM rollouts.
  • Contact centre integration: IVR and CTI links, including Genesys and PureCloud work.
  • Call centre and telemarketing: outsourced customer service and sales calling.
  • 3D Virtual Branch: a virtual banking branch experience for customers.
  • Small business bundle: Salesforce CRM with an IVR phone system and bulk email and SMS marketing.

Clients

Banks and financial institutions are its main clients, with a bundle aimed at small businesses.

Key facts

  • Based in: Stouffville, Ontario, Canada
  • Experience: over 20 years in CRM
  • Platforms: Salesforce, Microsoft Dynamics, Genesys PureCloud

Summary written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

AcceInfo is ranked on 6 TrustList rankings: #1 on 1, #3 on 1, #5 on 1, #13 on 1, #24 on 1 and #28 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. AcceInfo has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Bpo service company · 6 rankings

  • #1of 7
    Salesforce

    It is the only one of the 7 here listing banking and dynamics CRM.

    Its profile: “- AcceCentric banking CRM: its CRM product for banks, built on Salesforce and Microsoft Dynamics, covering a full customer view, campaigns, sales pipelines and complaint handling.”

    Of the 7 here, 5 also cover CRM and 3 also cover digital marketing.

    Behind Connection Model, ahead of Brew Interactive.

  • #3of 13
    Banking

    It is the only one of the 13 here listing salesforce and one of 2 here listing CRM.

    Its profile: “- AcceCentric banking CRM: its CRM product for banks, built on Salesforce and Microsoft Dynamics, covering a full customer view, campaigns, sales pipelines and complaint handling.”

    Of the 13 here, 3 also cover internet and 3 also cover outsourcing.

    Behind Genuity Systems, ahead of Data Entry Hub.

  • #5of 48
    Crm

    It is the only one of the 48 here listing dynamics CRM and one of 2 here listing banking.

    Its profile: “AcceInfo is a CRM consultancy near Toronto that concentrates on banks and other financial institutions.”

    Of the 48 here, 10 also cover cloud and 9 also cover front; 2 also work in Jaipur, India and 2 also work in Berlin.

    Behind Eficia Praha, ahead of Brew Interactive.

  • #13of 16
    Canada

    It is the only one of the 16 here listing banking and dynamics CRM.

    Its profile: “- Based in: Stouffville, Ontario, Canada - Experience: over 20 years in CRM - Platforms: Salesforce, Microsoft Dynamics, Genesys PureCloud AcceInfo is a CRM consultancy near Toronto that concentrates on banks and other financial institutions.”

    Of the 16 here, 12 also cover medical and 9 also cover business services; 3 also work in United States and 3 also work in California.

    Behind Andrew J Chee, ahead of Eau Cube.

  • #24of 588
    Business

    It is the only one of the top 82 here listing dynamics CRM and salesforce.

    Its profile: “- Small business bundle: Salesforce CRM with an IVR phone system and bulk email and SMS marketing.”

    Of the top 82 here, 11 also cover security and 11 also cover simple; 3 also work in Atlanta and 3 also work in York.

    Behind Academy Communications, ahead of Acena.

  • #28of 241
    Sales

    It is the only one of the top 71 here listing dynamics CRM and one of 2 here listing banking.

    Its profile: “- AcceCentric banking CRM: its CRM product for banks, built on Salesforce and Microsoft Dynamics, covering a full customer view, campaigns, sales pipelines and complaint handling.”

    Of the top 71 here, 12 also cover goals and 10 also cover lead generation; 2 also work in Hyderabad, Telangana, India and 2 also work in Hyderabad, India.

    Behind Andrew J Chee, ahead of Digital Marketing Strategies.

As of 2026-10-31. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

What the business tells TrustList

Founded
2006 (20 years) evidence sent

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