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Case Studies

Salesforce Bank Data Integration

Automated the Data Integration Solution for a Large US Bank

The Background

The client is one of the largest banks in the US. The client uses Salesforce for managing its Wealth Management process. The Salesforce data is integrated with other bank system through manual downloads and file transfers.

The Challenge

Salesforce data is downloaded and sent to other systems through manual jobs which are prone to user errors and it takes long time to download the data which resulted into refreshing the data only once a month. Most of core systems use stale data.

Our Solution

Created an end to end solution that sends data refresh request from the bank environment to Salesforce, extracts the required data and automatically FTPs to the desired locations where other system can pick it from.

The Results

  • More personalized in-branch experience for wealth management clients
  • Better cross-sell opportunities for wealth managers
  • Accurate reporting
  • No human errors and no time wasted on manual jobs
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