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AcceInfo

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

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About AcceInfo

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

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

Categories & features

Rankings

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

What the business tells TrustList

Founded
2006 (20 years) evidence sent

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