Advirix
ReviewSalesforce consulting for mid-market and financial services firms
Clients
About Advirix
Advirix is a Salesforce consulting partner founded in 2022 in Lviv, Ukraine, serving mid-market companies in the US, UK, Canada and Australia, with a dedicated line for financial services such as wealth management and lending. A core team of ten, scaling to around thirty named engineers on projects, holds nine Salesforce certifications and handles Financial Services Cloud builds, Salesforce integrations, data migration and cleanup, Agentforce, extension layers around purchased packages, and monthly run support. Engagements usually start with a fixed-price five-day Health Check, credited against the fix, and published package prices. Case studies include finding $40,100 a year of missed revenue and removing $53,000 of manual work for Alterra Advisors, 13 governed releases with no critical incidents for lender GoodLeap, and taking over a 52-user org for Swedish clinical-trials software company Viedoc.
Who Advirix Is Best For
Advirix is best for mid-market firms, especially wealth managers, lenders and other financial services companies, that want to fix, extend or take over a Salesforce org with a named team and published, fixed prices.
Why Choose Advirix
Things to Consider
Advirix Services
Selected Work
Alterra Advisors revenue recovery
Alterra Advisors
Advirix reworked the household model in Financial Services Cloud for financial advisory firm Alterra Advisors and automated referral and advocate workflows in Apex and Flow, finding $40,100 a year of missed revenue in the firm's own data and removing $53,000 a year of manual work, with a 2.7-month payback.
View case studyGoodLeap governed releases
GoodLeap
For US mortgage and consumer-finance lender GoodLeap, Advirix automated marketing attribution, built an integration backbone across Salesforce, MuleSoft, Figure and Encompass and new loan-officer workflows, shipping 13+ governed production releases with no P0/P1 incidents and cutting delivery from months to weeks.
View case studyViedoc Salesforce takeover
Viedoc
When a large partner left Swedish clinical-trials software company Viedoc after launching Salesforce for 52 users, Advirix took the org over as a Run engagement, reviewing and fixing it in the first week and adding a release process and documentation, 39 days from first contact to signature.
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