Back to How we deliver
Salesforce in Banking
The brief
From one business
unit to a bank-wide, multi-jurisdiction CLM platform
Key Numbers
months to go-live
business processes
custom objects
Making Salesforce work in Wealth Management takes more than an implementation. We designed the platform around the full client journey, data landscape and system architecture, staying close to the Salesforce standard and customizing only where it pays off. We delivered a CLM platform that ran the full business from day one. Built to fit other jurisdictions from the start, the same foundation then scaled to further business units in a follow-up rollout.
The challenge
From outsourced core banking to an internal booking center
Moving from an outsourced core banking setup to an internal booking center meant building an entirely new CLM platform and migrating client data into a new internal data model, splitting custody and CLM. There was no proven Salesforce–Avaloq integration pattern to copy and little combined expertise in the market — yet the first business unit had to go live within 9 months, on a design that could later extend to further units and jurisdictions.
Our Approach
Standard-first design. End-to-end orchestration.
We took execution ownership as Product Owner and delivery lead, working as part of the client’s team. Our scope ran from business analysis and standard-aligned solution design, built to fit other jurisdictions from day one, through the data model and core banking integration. Throughout, we kept business, integration and development moving in one direction, with continuous testing across Salesforce, MuleSoft and core banking.
Making Salesforce work: four building blocks
1. End-to-end thinking
Design Salesforce in the context of the full client journey, data landscape and system architecture.
2. Standard-first design
Stay close to the Salesforce standard and customize only where it creates real value.
4. Build for adoption
Enable users, drive adoption and realize business value from day one.
3. Hybrid delivery leadership
Bridge business and technology to accelerate delivery and reduce complexity.
The value
A foundation built to scale.
The first business unit went live in 9 months, running its full operations from day one on securely migrated client data. Because it was built for jurisdictional scalability, the same standard-aligned foundation rolled out to further business units in a follow-up project — the basis for a bank-wide, global CLM platform.
“Finalix integrated seamlessly into our team and drove delivery when it mattered most.”
Other projects
You might want to see other case studies
Case study
02
AI supported KYC Engine
Leaner process, faster turnaround, higher quality.
Key Numbers
RM efficiency gain
efficient RM and compliance comms
of client data reviewed
03 Digital services for external asset managers
Case study
03
Digital services for external asset managers
Digital services for asset managers, by design
Our client’s digital offering for external asset managers had reached its limits: a legacy fat client application carried functional gaps and breaks in straight through processing. We took ownership across different functions inside the client’s setup, coordinating over 30 DevOps teams and five ARTs, shipping a first release within a year. The result: asset managers manage their entire book in one web application, PMS users connect directly with automated reconciliation and straight through order execution, and the platform has kept growing since, release after release.
Key Numbers
Web application capabilities
API services end points
DevOps Teams across 5 ARTs