FINANCIAL SERVICES

Financial Services

The priorities of financial institutions have shifted considerably over the past year, with innovation and digital transformation now at the center of everything. Today, technologies like Salesforce set a solid foundation making processes easier and more efficient, reducing errors, improving communication, and changing how customers interact. Our team specializes in building custom apps that integrate with the Salesforce platform (including Tableau CRM, Heroku, and MuleSoft). 

We know that finance is a sensitive topic and one thing is essential: trust is the basis for long-term customer loyalty and satisfaction. Providing secure and smooth handling of sensitive data and following all relevant compliance practices are crucial. It is very important to us that your information remains safe while we help you achieve your goals.

Over the years our team has earned more than 300+ Salesforce Certifications, and we have helped many financial services companies migrate their systems to Salesforce, develop custom apps that integrate with Salesforce, and manage their APIs and developer communities using MuleSoft. With a diverse team located across the Americas, we have the flexibility to match your teams in time zone, culture, and language (Spanish/English). And with our team based in WV, we’re positioned to support even your most secure onshore US projects.

450+

Salesforce Integrations

700+

Successful Projects

300+

Salesforce Certifications

150+

Lightning Web Components

Some of our customers:

Manager

“Oktana is the best consultant/developer that I have worked with in my 10+ years working in Salesforce. I would recommend Oktana anyone that is looking for a high skill level check them out.”

(February 2021)

Partner with us:

As your business changes, so do your data needs. Our team can advise, plan, and execute a successful Salesforce migration. Our developers are ready to minimize downtime during the migration process, remove duplicate and inconsistent data, and much more. 

This integrated platform is designed to drive stronger client relationships. With an enhanced set of productivity and engagement features, this platform allows you to spend less time gathering client information and more time providing holistic, goal-based advice that puts your client at the center of everything.

We can help you integrate Salesforce with anything (Tableau, Einstein Analytics, MuleSoft Anypoint API Community Manager, Heroku, and more), that way reach your full potential and create more collaborative ecosystems to build greater digital customer experiences. We have experience with everything from complex data migrations to building personalized user experiences based on your customer data in Salesforce. 

We are certified, MuleSoft partners. One of the biggest advantages of the Mulesoft Anypoint Platform is its unmatched ability to provide exceptional business agility by connecting devices, data, and applications, both in the cloud and on-premises. Our team has achieved enhanced communications, providing a more personalized experience, reduced fragmented and redundant integrations, and much more.

Read more:

Fintech Heroku and Salesforce Integration

Our customer needs a solution that would provide a responsive UI to engage customers and implement their business model effectively. Our team was brought on to assist them in building and developing the entire platform from scratch while ensuring the safety of sensitive financial data.

Salesforce Integration Solution

Our partner provides wealth management and financial services to individuals and institutions. They partnered with us to help solve some of the troubles they were facing with their existing Salesforce integration and improve some of the related tools they used. 

Custom Heroku App for Leading Investment Firm

We worked with a leading investment firm that provides growth capital to companies. To better manage existing investments and identify new opportunities, our partner wanted to be able to easily monitor social media activity and measure company growth.