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Trusted by companies around the globe

Analyze the Health of your Salesforce Instance

To take full benefit of Salesforce, organizations can use Salesforce Audit to evaluate system fitness for app connections, discover potential security settings vulnerabilities, and examine the level of code hygiene and stability of the technological stack in various applications.

Salesforce Audit helps in examining your Salesforce instance's condition, Improving the workflow with code implementation, and getting the most out of your Salesforce investment. The Audit report provided by Hexaview will help you implement best practices that will increase productivity and drive higher business value, resulting in a better return on investment.

Hexaview, in its Salesforce audit, fixes internal conflicts in processes, examines the infrastructure and software used, and checks out all the features and processes. In addition, we also recognize the origins of errors and exceptions and promote independent orcustomized apps.

Why Hexaview

Why Choose Hexaview as your Partner?

Hexaview is atrusted Salesforce partnerand one of the fastest-growing Salesforce development companies helping ambitious start-ups to Fortune 500 companies to get the best out of the world's number one CRM (Customer Relationship Management) platform. With more than twelve years of industry experience and 300+ globally certified experts, we deliver some of the most innovative and complex projects. We at Hexaview use agile methodology and provide the most customizable, highly flexible solutions that meet the client's unique requirements. From advising and system integration services to support services, Hexaview Technologies provides a wide range of comprehensive services. The business assists businesses in realizing the full potential of Salesforce products to transform the customer experience.

Our customer-centric approach is demonstrated by the 4.8/5 Salesforce CSAT scores. Hexaview and Salesforce reinvent human experiences that rekindle growth and drive value, driven by the power of customer data. We aim to improve and streamline the customer experience with innovative salesforce solutions.

Explore how our clients are driving growth and innovation.

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Emillio Torres
White OAK global advisors

The data lake built by Hexaview Technologies has fundamentally shifted how we manage and utilize data across our organization. Our internal users now have seamless access through microservice and data transformation tools, while our external clients benefit from smooth integration with our portal and data service tools. What sets Hexaview apart is their deep understanding of both the technical architecture and the business implications.

Jonathan Vickery
CTO, Paralel Technologies
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Siddharth Srivastava
VP of Engineering
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Jonathan Vickery
CTO, Paralel Technologies

In our recent collaboration, Hexaview demonstrated deep expertise in Artificial Intelligence, particularly in Large Language Models and DialogFlow. They invested significant time understanding our specific challenges and vision before proposing solutions. This thoughtful approach resulted in a sophisticated AI-driven system that precisely addresses our business needs. Their ability to translate complex AI capabilities into practical business applications was exactly what we needed. The solution they delivered is both technically advanced and practically useful.

Siddharth Srivastava
TIFIN Fintech
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Daniel S Finger
Prio Wealth
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Siddharth Srivastava
VP of Engineering

Hexaview delivered our MS SQL project on time with exceptional precision and attention to detail. Their expertise was evident throughout the implementation, ensuring seamless integration with our existing systems. What truly sets them apart is their proactive communication and customer-centric approach - they kept us informed at every step and adapted quickly to our evolving needs. The project was completed exactly as specified, and their ongoing support has been outstanding. Hexaview has earned their position as our trusted technology partner.

Daniel S Finger
Prio Wealth
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Joe Tabak
Blaze Portfolio
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Daniel S Finger
Prio Wealth

Hexaview has demonstrated an exceptional ability to understand our business objectives, documented in detailed plain English, and translate them into functional, efficient code. This isn't just about technical translation - it's about truly comprehending what we're trying to achieve and often suggesting improvements we hadn't considered. Their ability to bridge the gap between business requirements and technical implementation has been invaluable to our project success.

Joe Tabak
Blaze Portfolio
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Bapu Reddy
Prosper
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Joe Tabak
Blaze Portfolio

Team Hexaview's continued dedication and contributions have been instrumental in advancing our servicing platform. Their consistent delivery and attention to quality have helped us achieve our platform modernization goals. The team understands the critical nature of our financial services platform and treats every task with appropriate care and diligence. We're confident that our continued partnership will yield even greater success as we scale our operations.

Bapu Reddy
Prosper
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Evenz E. Virginia
FolioMax
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Bapu Reddy
Prosper

Hexaview delivered an exceptional experience developing our AI solution, demonstrating remarkable skill and deep technical knowledge throughout the project. Their team's ability to grasp complex requirements and translate them into a polished, effective product exceeded our expectations. From initial consultation through final implementation, their professionalism and dedication were evident in every interaction. They brought innovative ideas and solutions that we hadn't considered, making them stand out from other providers we've worked with. The result is a sophisticated AI solution that delivers real business value.

Evenz E. Virginia
FolioMax
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Rahul Vishwaroop
Adobe
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Evenz E. Virginia
FolioMax

Working with Hexaview's team has been exceptionally smooth and productive. They demonstrate remarkable transparency and responsiveness, addressing our feedback promptly through regular check-ins. What stands out is their willingness to tackle any problem, regardless of complexity or timeline constraints. They approach challenges with a solutions-first mindset that has consistently helped Adobe ship high-quality products. The team has become an integral part of our development process, and we rely on their expertise for critical deliverables.

Rahul Vishwaroop
Adobe
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Emillio Torres
White OAK global advisors
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Rahul Vishwaroop
Adobe

On behalf of White Oak, I want to recognize Hexaview for consistently exceeding expectations over the past few months. You've successfully delivered multiple complex assignments that have made a tangible difference in our daily operations. The team's ability to understand our business requirements and translate them into working solutions has been invaluable. Your work directly impacts our end business users every day, making their jobs easier and more efficient. Keep up the excellent work - we look forward to our continued partnership

Emilio Torres
White Oak Global Advisors
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Jonathan Vickery
CTO, Paralel Technologies

See how customers achieve faster growth and smarter outcomes with Hexaview

Challenge

Client faced problems with business analysis across multiple custodians (LPL, Fidelity, ORION), couldn't get insightful information from data sources, needed automatic daily data loads and backups

Solution

Created a data lake receiving data from multiple custodians via SFTP and Azure Blob storage, streamlined daily data load processes, built data warehouse for analysis

Results

60%

Data accessibility improved

75%

Analytical accuracy increased

50%

Automation reduced manual effort
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Data Lake Implementation

Financial Services company headquartered in Chicago/Denver

Challenge

Problems with business analysis across multiple custodians (LPL, Fidelity, ORION); needed automatic daily data loads and backups

Solution

Hexaview assisted in the development and documentation of the requirements; the design of the rebalancing engine, the development of manual testing, automation testing, and performance testing strategy plan and test cases; and the execution of testing and implementation of the solution into production.

Results

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Wealth Management Firms

Leading wealth tech firm, empowering wealth managers with data-driven insights

Challenge

Needed assistance with data integration and migration from Geneva and Mariana accounting systems, required support for bond market trading applications

Solution

Transformed conventional data management to Salesforce CRM, established dashboard on Azure cloud platform, used Power BI for data analysis

Results

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Captive Services

White Oak (San Francisco)

Challenge

Wanted to expedite customer onboarding process, minimize manual work, lacked proper workflow tracking

Solution

Created fully automated customer onboarding workflow using triggers, created visualized workflow path, made platform admin-friendly with custom labels

Results

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Customer Onboarding

Baker Avenue (San Francisco)

Challenge

Difficulty managing increasing number of advisors, needed more analytics, required enhanced data management

Solution

Worked with bank's IT team to provide customized advisor desktop platform, built solution on Oracle Database

Results

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Advisor Desktop Platform

BNY Mellon (New York)

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Got a complex product that you need to migrate, redesign or architect to AI first or Cloud first environment. Or need to architect your data foundation to move set to go AI first in your regulated environment

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Solution Engineer