Finance & Fintech
Automation your compliance team can audit line by line.
In financial services the constraint is rarely the feature — it is the audit trail, the access model and the evidence that controls actually work. We design Salesforce so that visibility, approvals and record history are defensible under examination.
What we see
The patterns that show up in nearly every finance & fintech engagement.
- Design principle
- Least privilege
- Every change
- Audit-traceable
- Manual KYC and onboarding steps with no auditable record of who approved what
- Over-broad record access that fails a permissions review
- Client data spread across core banking, spreadsheets and email
- Regulatory reporting assembled by hand each quarter
Our approach
What we build
Auditable onboarding
KYC and AML checkpoints as tracked stages with approval processes, field history and document capture on the record.
Least-privilege access
Role hierarchy, restriction rules, field-level security and permission-set groups designed against the principle of least privilege.
Core system integration
Resilient interfaces into core banking and payment platforms with idempotency, retry and reconciliation reporting.
Reporting & evidence
Regulatory and management reporting generated from the system of record, with the lineage to prove where numbers came from.
Clouds & capabilities
- Sales Cloud
- Service Cloud
- Shield-ready config
- Integration
- Experience Cloud
Services most used here
Start here
Working in finance & fintech? Let us look at your org.
A short assessment tells you what is working, what is at risk, and what the highest-value next change is — before you commit to a build.
24/7 support — response within one business hour