Scale Without Friction
Technology solutions built for Fintechs
We help FinTechs scale their operations by unifying disparate data sources into a single, actionable 360° view using Data Cloud and Marketing Cloud Growth.
OUR EXPERTISE
FinTech CRM Capabilities
Unified Customer 360
Using Data Cloud, we harmonize all customer touchpoints—from mobile app usage to transaction history—into a single, persistent ID.
- Identity Resolution
- Real-time Profile Updates
- Cross-device Tracking
MuleSoft Integration Layer
We build reusable APIs that connect your Core Banking Systems (CBS) directly to Salesforce for seamless data flow.
- Legacy Core Migration
- Real-time Balance Sync
- Automated API Lifecycle
Marketing Cloud Growth
Go beyond bulk emails. Trigger hyper-personalized SMS and Push notifications based on real-time financial behaviors.
- Event-driven Journeys
- Einstein AI Optimization
- Predictive Churn Modeling
Onboarding Automation
Reduce drop-off rates with a streamlined provider and customer onboarding experience using automated workflows.
- KYC/AML Automation
- Digital Document Capture
- Electronic Signature Sync
Compliance & Security
Implementation of Salesforce Shield to ensure your data meets rigorous financial regulatory standards (GDPR, CCPA, SOC2).
- Event Monitoring
- Field-level Encryption
- Comprehensive Audit Trails
Financial Service Cloud
Tailored industry-specific data models for wealth management, banking, and insurance platforms.
- Relationship Mapping
- Asset Management Views
- Life Event Tracking
Bridging Debt, Scaling Growth.
We transform fragmented technical systems into a unified growth engine tailored for the modern financial landscape.
Instant Interaction
React to financial behaviors as they happen. Trigger personalized messages the moment a transaction occurs or a balance limit is reached.
Unified Customer View
Combine data from mobile apps, banking cores, and web activity into a single, high-fidelity profile for every user.
Intelligent Coaching
Deliver automated financial guidance and tailored product offers based on deep analysis of spending and saving patterns.
Signup Recovery
Automatically reconnect with potential clients who stall during account setup or identity verification steps.
Precise Audience Insights
Identify high-value segments and at-risk users by analyzing live behavior patterns across your entire ecosystem.
Connected Conversations
Engage across text, chat, and email in one continuous thread, ensuring customers never have to repeat their history.
Smart Client Scoring
Automatically rank prospects based on their financial readiness and digital engagement levels to focus effort where it matters.
Relationship Mapping
Visualize complex connections between households and business entities to discover untapped wealth management opportunities.
Advisor Command Center
A unified dashboard providing managers with an immediate view of total net worth, performance, and market sentiment.
Partner Network Sync
Collaborate with external brokers and partners through shared portals that track deal progress and documentation in real-time.
Automated Discovery
Surface hidden customer needs by automatically scanning notes, meeting logs, and email history for sentiment and preferences.
Growth Forecasting
Predict future asset volumes and loan demand by analyzing historical trends alongside current market signals.
Legacy System Bridge
Connect old core banking systems to modern digital interfaces for fluid, automated data exchange without manual entry.
Swift Onboarding
Remove friction from opening new accounts by automating document collection and the internal approval hierarchy.
Live Financial Sync
Ensure customer dashboards and internal ledgers are updated instantly, eliminating discrepancies and delay.
Automated Dispute Handling
Resolve card errors and payment disputes faster with workflows that automatically gather evidence and merchant data.
Modular Architecture
Replace rigid legacy code with flexible digital blocks that can be scaled or updated independently as you grow.
System Health Monitoring
Maintain a live pulse on transaction flows and system uptime to ensure a flawless experience during peak volume events.
Digital Audit Trail
Securely record every identity check and consent event, creating an unchangeable history ready for regulatory inspection.
Advanced Data Privacy
Protect sensitive personal and financial info with high-level encryption and automated alerts for unauthorized access.
Anti-Fraud Screening
Flag suspicious patterns by comparing live transaction behavior against global risk databases and historical norms.
Account Protection
Detect account takeovers instantly by cross-referencing login habits, device profiles, and location changes.
Privacy Control Hub
Centralize customer consent and communication preferences to ensure global privacy standards are met across every channel.
Automated Reporting
Generate complex regulatory and tax reports with a single click, pulling from a verified and unified data foundation.