Partner Pulse: XLR8 + Intellistack — Powering Smarter Client Relationships
Financial advisory firms thrive on relationships — not paperwork. That’s why XLR8, by Concenter Services, is redefining CRM for advisors. Built natively on Salesforce, XLR8 centralizes client data, standardizes processes, and delivers timely, data-driven touchpoints across the client lifecycle.
When combined with Intellistack’s automation and workflow solutions, firms can streamline operations, simplify user experiences, and act on insights faster — freeing up advisors to focus on what matters most: their clients.
As a Salesforce Certified Consulting, ISV, and OEM Partner, Concenter Services brings deep expertise in implementation, data migration, and training — ensuring smooth adoption and lasting success.
🎥 Tune into this episode of Partner Pulse for real-world examples and metrics that showcase the transformative power of XLR8 and Intellistack.
