A leading US bank
ABC Capital
Financial Services
Salesforce Development, Legacy System Integration
Salesforce Service Cloud, Custom API/MuleSoft, Legacy Core Banking System
The
Challenge
- Slow Client Onboarding: Critical client documents, identity verification (KYC), and compliance checks lived in the legacy system. This required Loan Officers and Relationship Managers to manually cross-reference data, stretching the client onboarding process from days into weeks.
- Compliance Risk: Fragmented data silos made generating unified audit trails impossible, drastically increasing regulatory risk and vulnerability to non-compliance fines.
- Wasted Time & Cost: The IT department spent over 60 hours per week running manual batch scripts to synchronize client and transaction data, drastically increasing the custom Salesforce development cost through reactive maintenance.
This operational friction threatened scalability and compliance. The bank urgently needed a reliable Salesforce implementation partner in US that could seamlessly integrate their core systems to mitigate risk.
Codeplateau's
Strategic Solution
We engaged as their dedicated remote Salesforce integration partner US, utilizing Financial Services Cloud (FSC) best practices and following a disciplined, four-phase approach focused on security, data integrity, and compliance efficiency:
Phase 1: Data Health Audit and Strategy (Targeting: Legacy System Integration)
We performed a deep audit of the core banking system’s data schema and identified its API limitations. This phase established a compliant technical roadmap and produced a tailored Salesforce legacy system integration checklist US to ensure all regulatory requirements were met and project risk was minimized.
Phase 2: Secure Custom Middleware Development
Recognizing the sensitivity and complexity of financial data, we engineered a scalable, secure, and custom middleware solution. This layer facilitated guaranteed, bi-directional, real-time data sync between the core banking system and Salesforce Financial Services Cloud (FSC), ensuring a unified 360-degree client view.
Phase 3: FSC and Loan Origination Workflow Automation
We customized the FSC instance to align precisely with their lending and servicing workflows. We automated complex steps within loan origination and implemented automated compliance check triggers. This Salesforce solution for financial workflows was critical to ensuring high data integrity and quick user adoption.
Phase 4: Compliance-Focused Change Management and Training
Success depends on trust. We created focused training for Relationship Managers and Compliance Officers, teaching them how the integrated platform actively reduces risk and shortens loan cycle times, dramatically improving internal adoption rates.
III. Quantifiable Results
By solving the mission-critical integration puzzle and providing expert Salesforce consulting and development services, Codeplateau delivered rapid, measurable value:
| Metric | Before Integration | After Integration (6 Months) | Improvement |
|---|---|---|---|
| Relationship Manager Efficiency (Time Saved per Week) | 8 hours (on data validation/manual entry) | 0 hours | 100% |
| Average Client Onboarding Time | 3.5 weeks | 4 days | 77% Reduction |
| Data Integrity Rate (Compliance Score) | 80% | 99.8% | 19.8% Increase |
| Total Cost of IT/Compliance Audits | High (due to manual scripting) | Reduced to Standard Monitoring | 30% Annual Savings |
Related Case Studies
