Leveraging Insights
+ Experience For


For more than a decade, we have been helping our clients in the wealth management industry create powerful Salesforce® solutions.

Mosaik is a boutique consulting firm that has the focus + perspective to help you accomplish your critical projects and long-term needs. Through strategic planning and tactful guidance, we’re able to deliver high-value CRM solutions.

It all starts with clearly identifying your needs, establishing the project scope and creating the strategic plan. From there, Mosaik’s execution and methodology of working together and keeping you apprised of the process and progress is deployed.

Bottom line: We help you achieve your objectives on-time + on-budget.

IntegrationsPersonalExpert ServicesMarketingAutomationTechnical Support& TrainingWorkflows & AnalyticsMigrationsOURSERVICES
Amanda Butler

“Our goal at Mosaik is to work together as a team to transform your business and help you achieve your goals. With extensive expertise in the Wealth Management Industry, we’re able to leverage our insight and experience to help you solve complex problems and build a modern and efficient CRM.”

– Amanda Butler

Organizational Check Up

Are your technologies helping you achieve your objectives? Let’s find out: