Institute of Finance and Management

Institute of Finance and Management
The Institute of Finance and Management (IOFM) wanted to upgrade its technology across the board.  Fantail was hired to review business processes and recommend technical solutions that were available off the shelf and that required little or no programming. IOFM had already decided on Salesforce as the platform of choice. Fantail conducted a complete analysis of their business process and architected an enterprise solution centered on Salesforce and Talend -- with dynamic connections to Pardot, a marketing automation solution; and to Quickfill, the Institute's legacy subscription management application.

About Us

Fantail is a full-service solution provider, specializing in leveraging the latest technologies and software platforms to allow your company to achieve increased profitability, streamlined and flexible workflow and scalability that enables your goals, mission and revenue to grow and evolve with the market.



7560 Morris St Unit-1
Fulton, MD 20759

443 574 5354