Technology Advisors
Technology Advisors is a U.S. CRM consulting firm founded in 1991 that implements, customizes, and supports Creatio, SugarCRM, HubSpot, and Infor CRM for mid-sized banks, credit unions, and CPG manufacturers, leveraging its proprietary StarfishETL integration platform.
- Company typePrivate
- Founded1991
- HeadquartersDes Plaines, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Technology Advisors does
Technology Advisors Inc. (DBA: TAI) is a U.S.-based CRM consulting firm founded in 1991 by Sam Biardo and headquartered in Park Ridge, Illinois. The firm specializes in CRM software selection, implementation, customization, data migration, integration, training, adoption, and ongoing support, with primary focus on mid-sized banks, credit unions, and CPG manufacturers. It holds the highest-tier (Level 5) Creatio partnership for over a decade and is also a SugarCRM, HubSpot, and Infor CRM partner, having completed more than 5,000 CRM projects cumulatively. The firm differentiates itself through deep banking-vertical experience, US-based delivery resources, and a proprietary data integration platform it built internally called StarfishETL, which it uses to map and transform data between CRM and supporting systems such as core banking platforms, ERP, marketing automation, and email.
The company's revenue model is built primarily on professional services engagements — implementation packages priced from roughly $12,000 for small businesses to $420,000 for enterprise deployments — supplemented by a recurring support revenue stream offering administration support ($15/user/month), premier support ($25/user/month), pre-paid hourly blocks, and retainer-based dedicated resources. Distribution combines direct enterprise sales outreach with vendor channel leads from Creatio and SugarCRM, supported by a content marketing engine that includes a long-running podcast (CRM Talk, 125+ episodes), webinars, whitepapers, and industry event sponsorships. Recent strategic activity — American Bankers Association membership (April 2025) and two community bank implementations in late 2025 — indicates continued investment in the financial services vertical, particularly around agentic and AI-native CRM deployments.
Technology Advisors firmographics
Firmographics- Name
- Technology Advisors
- Legal name
- Technology Advisors Inc.
- Website
- https://techadv.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Technology Advisors is a U.S. CRM consulting firm founded in 1991 that implements, customizes, and supports Creatio, SugarCRM, HubSpot, and Infor CRM for mid-sized banks, credit unions, and CPG manufacturers, leveraging its proprietary StarfishETL integration platform.
- Ownership category
- akta.pro rank
Technology Advisors industry classification
Industry- Product category
- CRM Consulting Services
- NAICS
- Management Consulting Services (54161), Custom Computer Programming Services (541511)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- CRM Implementation & Systems Integration (BPAFAFAB)
- akta.pro secondary industries
- CRM Managed Services & Support (BPAEAGAD), CRM Strategy & Consulting (BPAFAFAA)
Keywords
Where Technology Advisors is headquartered
LocationHeadquarters
- HQ city
- Des Plaines
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Technology Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- CRM Implementation Services: Professional services revenue from implementing CRM software including planning, configuration, data migration, customization, and deployment. Implementation costs range from $12,000-$90,000 for requirements/planning, $6,000-$24,000 for setup, and $7,200-$12,000 for configuration depending on complexity.
- CRM Training Services: Training services to ensure user adoption. Standard web training runs approximately $1,800/class, while custom training starts at $12,000 plus $180/user.
- Ongoing Support Contracts: Recurring support revenue from administration support ($15/licensed user/month), premier support ($25/licensed user/month), pre-paid hours ($175/hour US resources, $60/hour offshore), and retainer-based support ($150/hour per resource).
- Data Integration Services: Integration services for connecting CRM with supporting systems such as marketing automation, ERP, social media, and email. Costs range from $6,000 to $24,000 per integration depending on complexity.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Pre-Paid Support - Hourly blocks purchased in 1-hour increments (minimum 5 hours), valid 12 months |
| Subscription | Annual | Retainer-Based Support - Dedicated part-time staff member for up to a year |
| Per seat | Monthly | Administration Support - Technical support with phone support, data imports, workflows, reporting, user management |
| Per seat | Monthly | Premier Support - Highest tier with unlimited web training, free development hours, budget analysis, server tuning |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels9 records
Technology Advisors product offering
Product offeringCore offering
Technology Advisors is a global CRM consulting firm that helps mid-sized banks, credit unions, and consumer packaged goods (CPG) manufacturers implement, customize, integrate, and support CRM platforms, primarily Creatio and SugarCRM. The firm delivers end-to-end services including CRM software selection, strategic planning, implementation, customization, data migration, integration via its proprietary StarfishETL platform, training, adoption support, and ongoing managed support. It also resells and supports HubSpot and Infor CRM for select client needs.
Product overview
Technology Advisors is a CRM consulting company offering a portfolio of implementation and support services centered around multiple CRM platforms: Creatio (AI-native no-code CRM as the primary platform), SugarCRM (with Sell, Serve, and Market modules), HubSpot, and Infor CRM. The company also offers proprietary integration tooling through StarfishETL. Service offerings span the complete CRM lifecycle including software selection, implementation (in Basic, Advanced, and Enterprise tiers), strategic planning, customization, data migration, data integration, adoption, training, and ongoing support. Their core specialization is serving banks, credit unions, and CPG manufacturers with tailored CRM solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- StarfishETL
Quantifiable outcome
- 93,000 customer notes entered into CRM system in one year by one banking customer (Cornerstone Bank)
- +2 more outcomes
Companies that use Technology Advisors
Customer profileNamed customers21 records
Segments6 records
Ideal customer profiles4 records
Technology Advisors technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature1 record
Technology Advisors partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered minor and core.
- State Bank of Southern UtahminorTechnology Advisors served as implementation partner for State Bank of Southern Utah's selection of Creatio's agentic CRM platform. The bank aims to deepen customer relationships and support referrals while maintaining its community-focused approach.
- Cape & Coast BankminorTechnology Advisors supported Cape & Coast Bank (Massachusetts-based community bank) in adopting Creatio's AI-native platform for customer data unification, workflow automation, and operational visibility improvement.
- CreatiocoreLevel 5 Creatio partner for over 10 years, the highest partnership level. As a certified partner, Technology Advisors implements, customizes, and supports Creatio's no-code/low-code CRM platform. They have completed more banking implementations than any other Creatio partner and are featured in Creatio case studies.
- SugarCRMcoreLong-standing SugarCRM partner with over a decade of experience implementing Sugar Sell, Sugar Serve, and Sugar Market products. Provides implementation, integration, and support services for SugarCRM customers.
- StarfishETLcoreTechnology Advisors built their own proprietary data integration platform called StarfishETL. This platform enables easy system connectivity for mapping and transforming data between CRM and supporting applications, serving as a key differentiator for their integration services.
- American Bankers AssociationminorTechnology Advisors joined the American Bankers Association (ABA) in April 2025, marking a significant milestone in their mission to transform the financial services industry. Membership aligns them with an organization committed to best practices and innovation.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Technology Advisors competitors and assessment
Company assessmentDirect peers
- PEOLIA: A Creatio-certified implementation partner providing CRM consulting and integration services across multiple verticals. Competes directly with Technology Advisors for Creatio-led engagements, particularly in Europe.
- DemandBlue: A CRM consulting firm specializing in Salesforce and SugarCRM implementation, integration, and managed services. Comparable as a CRM-focused SI competing for similar mid-market and financial services engagements.
- CRM Switch: Co-founded by Steve Chipman (also co-founder of Technology Advisors' podcast practice), CRM Switch is a vendor-neutral CRM advisory firm that helps companies evaluate and implement CRM technologies. Closest direct peer given shared leadership DNA and overlapping CRM consulting focus.
- Levementum: A SugarCRM Elite Partner and Microsoft Dynamics CRM consultancy offering implementation, customization, and integration services. Directly comparable as a CRM SI with overlapping SugarCRM partnership and mid-market focus.
- Girikon: A Salesforce and CRM consulting firm offering implementation, integration, and managed services across multiple verticals. Comparable as a CRM SI competing for similar mid-market and enterprise implementation engagements.
- Simpat Technology Group: A Creatio implementation partner offering CRM consulting, implementation, and support services similar to Technology Advisors. Directly comparable as a fellow Creatio-focused SI with overlapping service offerings and vertical specializations.
- Optima Consulting: A SugarCRM Gold Partner providing CRM implementation, integration, and managed services with vertical expertise in financial services. Comparable as a direct competitor in the SugarCRM banking and credit union space.
Broad incumbents
- Bluewolf (IBM): An IBM company and Salesforce consulting firm focused on CRM implementation, managed services, and digital transformation. Comparable as a global CRM SI with overlapping service offerings in implementation and ongoing support.
- Merkle (Dentsu): A large customer relationship management agency within Dentsu, offering CRM strategy, technology implementation, and data-driven marketing services. Comparable as a broader CRM services competitor with deeper enterprise resources.
- Simplus (Infosys): Now part of Infosys, Simplus is a major Salesforce CRM implementation partner with broad industry coverage. Comparable as a large-scale CRM SI that competes for similar enterprise and mid-market CRM engagements, with greater scale and geographic reach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Technology Advisors social profiles
Digital presenceTechnology Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Technology Advisors leadership team
Management profileNumber of profiles
Profiles2 records
Technology Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Technology Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Technology Advisors
What does Technology Advisors do?
Technology Advisors is a global CRM consulting firm that helps mid-sized banks, credit unions, and consumer packaged goods (CPG) manufacturers implement, customize, integrate, and support CRM platforms, primarily Creatio and SugarCRM. The firm delivers end-to-end services including CRM software selection, strategic planning, implementation, customization, data migration, integration via its proprietary StarfishETL platform, training, adoption support, and ongoing managed support. It also resells and supports HubSpot and Infor CRM for select client needs.
Is Technology Advisors a public or private company?
Technology Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Technology Advisors founded?
Technology Advisors was founded in 1991. It employs 11 to 50 people.
Where is Technology Advisors based?
Technology Advisors is headquartered in Des Plaines, United States, in the North America region.
How does Technology Advisors make money?
Four revenue lines are on record. CRM Implementation Services are the primary driver. The others are CRM Training Services, ongoing Support Contracts and data Integration Services.
Who are Technology Advisors's main competitors?
Direct peers on record are PEOLIA, DemandBlue, CRM Switch, Levementum, Girikon, Simpat Technology Group and Optima Consulting. Broad incumbents are Bluewolf (IBM), Merkle (Dentsu) and Simplus (Infosys).
Does Technology Advisors have an API?
No public API is recorded for Technology Advisors.
What industry is Technology Advisors in?
Technology Advisors's product category is CRM Consulting Services. Its primary akta.pro industry code is BPAFAFAB, CRM Implementation & Systems Integration, with a secondary code of BPAEAGAD, CRM Managed Services & Support. Its NAICS code is 54161 and its SIC code is 8742.