Integrations that stop breaking overnight
Nightly transfers between orgs and the loan system moved to governed releases with a rollback path. At GoodLeap: 13 releases, zero critical incidents.
Salesforce for lenders
Financial services · wealth management, lending, fintech
$40,100 a year was sitting in a database the client already owned.
Salesforce consulting for wealth management, lending and fintech. Changes to a live system without outages, an audit trail your compliance team can sign, and the first named result in two weeks.
Alterra Advisors · 49 Financial · GoodLeap: three firms, three signed-off numbers
$40,100 / yrrecoverable revenue found at Alterra Advisors
+60%adviser efficiency at 49 Financial
0 incidentsin 13 changes to GoodLeap's live lending system
100%of Charles Schwab data in one view
Sound familiar?
Three things we hear on the first call with a financial firm.
"The month closes with heroics."
Advisers spend most of the day inside Salesforce and still build the client picture from five sources. Reporting is manual, the custodian feed lives somewhere else.
"The nightly transfer broke again."
Twenty thousand records between the loan system and the orgs, failing silently every other week. Nobody finds out until the morning.
"Will I be able to show this at an examination?"
Changes with no approval trail, access nobody reviewed, a partner that cannot answer the security questionnaire.
What we do
Three sub-segments. Three ways in.
Each starts from a problem we have already fixed for a firm like yours.
One client view inside the package's limits
Custodian data, household views and reporting the standard package cannot do, built as a layer around it. At 49 Financial: five sources became one, adviser efficiency +60%.
Salesforce for wealth managersThe process that lived in people's heads, in Salesforce
Referral and advocate programmes with routing, cadences and tiers. At Alterra Advisors: $40,100 a year recovered, $53,000 a year of manual work gone.
Referral programmesBanking, credit unions and insurance: we have the integration proof, not the sector case yet, and we say so on the call.
Proof
Numbers a CFO can check.
Alterra AdvisorsWealth management · referrals & advocates$40,100a year of revenue their team was missing, found in their own Salesforce data
Plus $53,000 a year of manual work removed. Payback in 2.7 months.
Read the case GoodLeapLending · mortgage0 incidentsin 13 changes to a live lending system, each one tested and reversibleWork that used to take 6–12 months now ships in weeks.
Read the case 49 FinancialWealth management · custodian & reporting−40%client onboarding time, with every custodian's data in one placeAdvisers 60% more productive with one client view. No lock-in to the package.
Read the caseTheir honesty about the development cost and about what we actually needed was remarkable.
For a small team, having a partner who tidies up as they go rather than adding to the pile is worth a great deal.
Their combination of strong Salesforce expertise and a business-oriented approach was especially valuable.
Reviews are collected on Clutch under our previous name, EverREST. Ten reviews, all rated 5.0.
Before you say yes
What compliance, legal, IT and your admin get from us.
Headlines do not work on this audience. Documents do. Every engagement comes with the paperwork a regulated firm needs before anyone touches a live system.
Chief Compliance Officer
One sheet you can show at an examination
- Who approves each change
- What is stored, and where
- Who has access, by name
- A change log per release
Legal
An NDA before any data is seen
- Data-handling terms in writing
- Security questionnaire answered in five business days
- Continuity plan: backup power, connectivity, handover
Head of IT
Read-only first. Then governed releases.
- Named individuals, least privilege
- DEV, QA and UAT environments
- A rollback path on every release
- No lock-in: the org stays readable by anyone
Salesforce admin
We do not replace you. We clear the queue.
- You stay the owner of the org
- The backlog you never get to, worked through
- Documentation you keep after us
Questions from financial firms
Will compliance accept an outside team in our org?
They get a one-page control sheet: who approves each change, what is stored and where, who has access by name, a change log per release. The format a FINRA-regulated firm can show at an examination.
Do you work with banks or insurers?
We have the integration proof, not the sector case yet, and we say so on the call. Our named cases are in wealth management and lending.
Can you work inside Financial Services Cloud limits?
Yes. At 49 Financial we built an extension layer around FSC and Salentica: 100% of custodian data integrated, no lock-in to the package.
How much of our time does it take?
The Health Check takes about three hours of your team. A Two-Week Wins needs a process owner for UAT, roughly two hours. We name the hours at every stage.
Where is the team?
Ukraine; part of every working day overlaps with yours and the named lead engineer is on every call. Legal and security reviews we pass with documents: registration, NDA with every team member, access scheme, continuity plan.
Make your Salesforce earn.
Five days. Every problem priced, a plan for the next 90 days. $1,500, credited in full against the fix.
We reply within one business day with a kickoff slot. Prefer a 30-minute call first? Request two slots.