Vantage PMO & Comnexa Announce Strategic Partnership to Drive Salesforce Adoption and Optimisation in the Corporate and Trust Services Sector
Vantage PMO, a specialist programme and project management consultancy and Comnexa, a leading global Salesforce consulting partner serving the fiduciary and private wealth sectors, are pleased to announce the formation of a strategic partnership. This collaboration will focus on supporting Corporate Service Providers (CSPs) and Trust Service Providers (TSPs) to unlock the full potential of the Salesforce platform.
The partnership brings together Comnexa’s deep expertise in Salesforce implementation, configuration, and optimisation with Vantage PMO’s proven track record in delivering complex transformation programmes within the fiduciary and private wealth industries. Together, they will help organisations enhance operational efficiency, streamline compliance processes, and accelerate growth through robust pipeline and client relationship management solutions.
“Many CSPs and TSPs have already invested in Salesforce, yet struggle to realise its full value. Others are looking to move away from legacy systems and need a partner who can deliver a seamless transition. By partnering with Vantage PMO, we can combine technical excellence with strategic delivery expertise to achieve real and lasting impact.”
Dan Williams (co-founder and CTO)
“This partnership allows us to bridge the gap between technology and execution.
Our clients can benefit from world-class Salesforce architecture delivered within a structured, well-governed change framework—critical for regulated environments such as fiduciary and trust services. I have had the pleasure of working with Comnexa in the past, and their industry knowledge combined with Salesforce expertise created a strategic shift in Sales Operations for a global CSP, when I was the Sales Operations Director”
Stevie Christian, Managing Director – Vantage PMO
Through this collaboration, Comnexa and Vantage PMO will jointly offer:
- Comprehensive audits of existing Salesforce environments to identify optimisation opportunities
- End-to-end Salesforce implementation and migration support for organisations adopting the platform for the first time
- Integration of CRM and pipeline processes with risk management, onboarding, and compliance workflows
- Structured change management and training programmes to support adoption across all levels of the organisation
This combined approach is designed to help CSPs and TSPs accelerate their digital transformation initiatives, improve data quality and reporting, enhance client experience, and strengthen operational resilience.
At Vantage, this philosophy is at the heart of our co-sourcing approach.
About Comnexa
Comnexa is an award-winning Salesforce consulting partner, providing implementation, customisation, integration, and managed services to clients across the financial and professional services sectors worldwide. Learn more at www.comnexa.co.uk.
About Vantage PMO
Vantage PMO is a project and change management consultancy supporting organisations in the fiduciary, trust, corporate, and private wealth sectors. Vantage delivers programmes spanning regulatory compliance, data remediation, system optimisation, mergers and acquisitions, and operational transformation.
Learn more at www.vantage.ky.