Technology Advisors

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.

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

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

• CRM consulting services
• CRM implementation
• Data integration platform
• Managed CRM support
• CRM customization services

Headquarters

HQ city

Des Plaines

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. 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.
2. 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.
3. 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).
4. 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

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core 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

Named customers21 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature1 record

Partnerships

Six partnerships are on record, tiered minor and core.

• State Bank of Southern UtahminorImplementation/ SI/ Consulting Partner · 5 November 2025Technology 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 BankminorImplementation/ SI/ Consulting Partner · 29 October 2025Technology 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.
• CreatiocoreChannel Partner/ Reseller/ DistributorLevel 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.
• SugarCRMcoreChannel Partner/ Reseller/ DistributorLong-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 or IntegrationTechnology 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 AssociationminorStrategic or Co-development PartnerTechnology 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

Direct 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

• YouTubeyoutube.com/user/TechAdvisors
• LinkedInlinkedin.com/company/technology-advisors
• Xx.com/techadvisors
• Facebookfacebook.com/techadvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Technology Advisors