Scale Without Friction: The Salesforce Fintech Operating System
Unify your data, automate your compliance, and turn AI into your most productive employee.
From Challenges to Solutions
Fintechs don’t just need a CRM; they need a “Compliance-First” growth engine.
The challenge
Data Silos →
Common issues
Data lives in different sources and is not connected.
Our solution for you
Data Cloud for Fintech
Unify all the data of your customer in one unique place.
The challenge
Leaking Pipeline →
Common issues
The transition for MQL to SQL is too slow, a sales comes to late.
Lack of Nurturing: Only about 20% of leads are ready to buy immediately.
Our solution for you
Sales and Marketing automation
Automation of certain actions that sales and marketing departments used to perform manually, and improve the Sales and Marketing actions.
The challenge
Communication breaks →
Common issues
Missing communication and collaboration between departments leads to friction and losses in the process
Our solution for you
Unified Process insights
Business Process Mining leads to improved processes, automation and platforms
The "Growth Engine" Package
A service package focused on turning your CRM into a revenue generator.
The "Revenue Accelerator" Sprint
The Goal: Escape Technical Debt & High TCO
This is our strategic foundation. We begin with a deep analysis to find the right path for you, whether that’s migrating or modernizing in place.
Step 1:
Deliver a Technical Debt & TCO Analysis to build a data-backed business case for change.
Step 2:
Provide a "Build vs. Buy" Strategic Roadmap with a clear recommendation (Modernize vs. Migrate).
Step 3:
Option A:
Execute Automation Modernization, converting legacy Process Builders and Apex Triggers into modern Flows.
or
Option B:
Implement the FSC Data Model, expertly re-mapping your legacy data for a seamless transition.
Enterprise Integration & 360° View
The Goal: Break Down Data Silos
Your 360° view is only possible when Salesforce is connected to your real systems of record. We make that connection a reality.
Step 4:
Achieve the Unified 360° Customer View by building a modern, API-led integration architecture (e.g., MuleSoft).
Step 5:
Specialize in Core Banking & Insurance System Integration to surface real-time policy and transaction data.
Process Excellence & AI-Driven Productivity
The Goal: Activate Native Features to Drive ROI
You already own powerful features. We turn them on and tune them to automate compliance, guide your advisors, and unlock growth.
Step 6:
Implement Automated Compliance Workflows using native tools for guided KYC/AML.
Step 7:
Activate FSC Action Plans, Relationship Maps, and Life Events to guide workflows.
Step 8:
Implement Native FSC Referral Tracking for 100% pipeline visibility.
Step 9:
Activate AI-Powered Productivity to power "Next Best Action" models.
Stop Guessing. Start Modernizing.
Book a complimentary “Modernization Roadmap” session. In 30 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.