FinTechs and Financial services
Salesforce for for FinTechs
Business Happen is a consultative agency of experts that live to revolutionize the way you do business on platforms built with Salesforce for FinTechs.
We create the tech platforms FinTechs need to scale
We turn legacy constraints into FinTech innovation. From Salesforce to custom integrations, we build the tech stack your growth demands.
FSC
Financial Services Cloud for wealth & banking
Sales Cloud
Accelerate and automate B2B fintech growth
Service Cloud
Seamless support for members & account holders
Experience
Self-service banking and investment portals
Marketing Cloud Next
Real-time hyper-personalization at scale
Data 360
The single source of truth for unified profiles
MuleSoft
Seamlessly connect core banking systems and APIs
Agentforce
AI-driven autonomous financial agents
FINANCIAL SERVICES CLOUD
We refactor legacy banking silos into a unified Financial Services Cloud environment. Our implementation bridges the gap between your core ledger systems and high-touch client engagement, enabling a true 360-degree view of member wealth.
- UNIFIED CLIENT 360 FINANCIAL PROFILES
- AUTOMATED KYC & AML ONBOARDING
- INSTITUTIONAL HOUSEHOLD RELATIONSHIP MAPPING
- REAL-TIME WEALTH GOAL TRACKING
SALES CLOUD
Accelerate your B2B FinTech sales cycles by eliminating manual spreadsheets. We transform Sales Cloud into a growth engine for institutional banking, venture capital, and enterprise fintech deals.
- INSTITUTIONAL OPPORTUNITY MANAGEMENT
- AUTOMATED B2B LENDING PIPELINES
- AI-POWERED REVENUE FORECASTING
- PARTNER & BROKER RELATIONSHIP PORTALS
SERVICE CLOUD
Deliver elite member support without the technical overhead. We automate repetitive ticketing tasks so your support teams can focus on high-value advisory, reducing churn and increasing lifetime value.
- OMNI-CHANNEL MEMBER INQUIRIES
- AUTOMATED CASE ROUTING FOR FRAUD ALERTS
- ADVISOR DESKTOP CONSOLIDATION
- INTEGRATED LIVE ASSET SUPPORT
EXPERIENCE CLOUD
Empower your users with branded, secure self-service portals. From mobile-ready investment dashboards to loan application portals, we create the digital front door for your FinTech's growth.
- SECURE MEMBER INVESTMENT DASHBOARDS
- FRICTIONLESS LOAN APPLICATION FLOWS
- BRANDED PARTNER SUCCESS COMMUNITIES
- MOBILE-RESPONSIVE CLIENT ONBOARDING
MARKETING CLOUD NEXT
Move beyond generic emails. We implement Marketing Cloud Next to harness real-time transactional signals, enabling you to trigger personalized financial advice and offers the moment they matter most.
- REAL-TIME TRANSACTIONAL TRIGGERING
- DYNAMIC CREDIT SCORE JOURNEY LOGIC
- PREDICTIVE NEXT-BEST-OFFER AI
- CROSS-CHANNEL SPEND ALERTS
DATA 360
Eliminate your data silos once and for all. We harmonize fragmented on-prem and cloud databases into a single "Knowledge Lake," providing the real-time insights required for AI-driven financial growth.
- HIGH-FREQUENCY DATA INGESTION
- AI-READY UNIFIED CUSTOMER PROFILES
- CROSS-PLATFORM IDENTITY RESOLUTION
- ZERO-COPY SNOWFLAKE INTEGRATION
AGENTFORCE AI
Scale your operations with autonomous financial agents. We build AI agents that don't just chat—they act, resolving complex financial inquiries and executing transactions while maintaining strict compliance.
- AUTONOMOUS MEMBER SERVICE AGENTS
- AI-DRIVEN PORTFOLIO REBALANCING
- CONVERSATIONAL FINANCIAL WELLNESS BOTS
- COMPLIANCE-GATED ACTION FRAMEWORKS
MULESOFT
The antidote to FinTech technical debt. We use MuleSoft to unlock your legacy core banking systems, creating an API-led architecture that allows you to launch new financial products and integrations in weeks, not years.
DATA CLOUD
The heart of your FinTech "Knowledge Lake." We implement Data Cloud to harmonize fragmented data from legacy core banking systems and real-time transactional streams, creating a single, actionable source of truth for every member.
Seamlessly Integrated to Leading Platforms
Stop Guessing. Start Modernizing.
Book FREE consultation and in 60 minutes, our experts will analyze your current Setup and provide a 3-step action plan to reduce your technical debt and unlock the power of your platform.