2B Specializes in helping you manage financial assets.

2B can create a customized solution for managing your financial assets.

2B redefines how financial businesses like yours engage with their customers – putting people at the center. Whether it’s developing a mobile app, or managing data, 2B has the products and solutions your business needs.


We offer a specialized product such as Microsoft Dynamics CRM to keep clients in order, purchase orders, or assets in line.


We also offer a more customized approach including utilizing xRM, or our ‘Anything’ Relationship Manager, our Field Sales modules, or implementing a custom solution for Mobile Events and Ticket Tracking.

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Testimonials for 2B


At Oakworth, we are constantly looking for ways to “bring the bank” to our clients. The new mobile app is an important component of this objective by equipping us with the solutions we need to service our clients anytime, anywhere.

Sam Scalici, Managing Director and Head of Banking - Oakworth Capital Bank

We have partnered with 2B for several years now and we really appreciate how they work with us and how they take care of our mutual customers. They know Microsoft CRM extremely well and they do a great job implementing it and creating custom solutions on it.

John Gravely, CEO - ClickDimensions

Resco partners with 2B Solutions for a long long time and they constantly prove they are one of the best partners Resco works with--very active, come up with lots of feedback and most of all, they are true professionals.

Ivan Stano - RESCO
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