Let's Start the Conversation

Ready to bring structure and confidence to your next digital initiative?

We're here to help you navigate the path forward with clarity and precision.

SCHEDULE A STRATEGY SESSION

The most effective way to begin is with a focused discovery call. During this 30-minute conversation, we'll:

Understand your specific project challenges and objectives
Discuss potential approaches to your digital initiative
Determine if Convergence Projects is the right partner for your need
Outline immediate next steps if we decide to work together

ADDITIONAL CONTACT OPTIONS

For detailed project inquiries or partnership opportunities:

[email protected]

For urgent matters or quick questions:

+1 (408) 459-0587

+61 (499) 750-551

Office Hours
Monday – Friday: 9:00 AM – 5:00 PM MST USA & CANADA

Monday - Friday: 9:00 AM - 5:00 PM AEST AUSTRALIA

Response time: Within 24 business hours

WHO SHOULD REACH OUT

We specialize in supporting:

Financial advisors looking to launch digital service extensions

Accounting professionals building educational platforms or client resources

Wealth education providers scaling their online programs

Investment or real estate firms enhancing their digital capabilities

Teams experiencing challenges with existing digital initiatives

If you're facing complex project execution challenges in the financial or wealth space, we're positioned to help.

WHAT HAPPENS NEXT

Initial Conversation - We'll discuss your specific situation and objectives

Solution Design - If there's alignment, we'll prepare a tailored approach

Proposal & Timeline - You'll receive a clear proposal with scope, deliverables, and investment

Kickoff & Implementation -Upon approval, we'll establish the project framework and begin execution

FAQS

How quickly can you begin work on a new project?

Typically, we can initiate new projects within 1-2 weeks of proposal acceptance, depending on current capacity and project complexity.

Do you work with clients outside financial services?

While our expertise is centered on financial and wealth-focused businesses, we occasionally partner with adjacent industries when there's strong alignment with our methodologies.

What project management tools do you use?

We primarily utilise Monday, Trello and ClickUp for project coordination, though we can adapt to your existing systems if preferred.

What is your minimum engagement?

For Launch Command™ our minimum engagement is the full project cycle. For Platform Pulse™, we recommend a minimum 3-month commitment for optimal results.

Do you offer emergency services for immediate project issues?

Yes, our Clean Up & Comeback™ service is specifically designed for urgent intervention on troubled projects.

LET'S ADVANCE YOUR DIGITAL INITIATIVES

Whether you're preparing for a major launch, streamlining operations, or recovering from implementation challenges—we're ready to bring structure and confidence to your most important digital projects.