Retail Banking Powered by Salesforce
Services
- Custom Software Development
- Managed Team
Technologies
- Salesforce
Background
Salesforce has been around for a while, but in recent years we’re seeing a boom in its popularity. Why is that the case? The answer is simple - it’s all about business communication and relationships. Salesforce is a powerful and versatile platform that allows for multi-level configuration and user customization. With a choice of classic and shield platform encryption, Salesforce is your go-to choice for managing sensitive data, providing security on all levels.
CLIENT
The client is a well-established retail bank in the Netherlands, also providing services for Belgium, operating on a broad scale and offering banking products and services to local and international corporations, as well as individual customers. Since 2015, the client started the migration process of all business data and processes onto the Salesforce platform.
“They were quick to build up technical Salesforce development expertise."
Ton van der Meer, Founder & CEO of CRMWaypoint
SOLUTION
Symphony Solutions opted for building a completely new portal from the ground up. Here’s what they did:
- Designed a highly configurable portal that’s easy to maintain from Admin perspective.
- Lightning, Aura and Web components were used to implement UI in Salesforce сreating a custom theme and content layouts for easy navigation and enhanced functionality.
- Single Sign-on configurations for 3rd-parties via Onegini Identity Provider.
- Implemented High Assurance functionality and features, that require multi-factor authentication, enabling the user to perform high-security financial transactions.
Salesforce made it easy to integrate a third party for providing secure account data storage. Being an Agile company, Symphony Solutions managed to simultaneously conduct different stages of the development process, maintaining good cooperation without different teams and bringing the project to completion in a timely manner.
