Salesforce Development built for Fintech companies
What is Salesforce Development?
We customize Salesforce to match how your revenue team actually sells, not the default flow. For Fintech companies, this means navigating PCI DSS, PSD2 while shipping fast.
Who needs Salesforce Development for Fintech?
- Meeting evolving compliance requirements across markets
- Integrating with legacy core banking systems
- Building real-time fraud detection at scale
- Out-of-the-box Salesforce missing key sales workflows
- Apex code accumulated without clear architecture
Best Salesforce Development company
Software that moves and manages money must be fast, auditable and bulletproof under regulatory scrutiny.
Looking for a Salesforce Development partner who understands Fintech? We work with teams across every week.
Start your Salesforce Development project with a team that knows Fintech
Book a free 30-minute discovery callWhere most Salesforce Development projects go wrong for Fintech companies
- Meeting evolving compliance requirements across markets
- Integrating with legacy core banking systems
- Building real-time fraud detection at scale
- Maintaining uptime during peak transaction volume
- Balancing UX simplicity with strict KYC/AML flows
A Salesforce Development approach built specifically for Fintech
Custom Salesforce object and workflow design
Apex and Lightning component development
Third-party integration via APIs and middleware
Custom reporting and dashboard build
Salesforce data migration and cleanup
Core Technology Stack
SalesforceApexLightning Web ComponentsMuleSoftSalesforce APIs
Timeline, investment & compliance
Typical timeline
8-18 weeks
Typical investment
$25,000 - $150,000
Salesforce Development engagements in this combination typically need to account for:
- PCI DSS
- PSD2
- SOX
- GDPR
- AML/KYC regulations
Proven Results
"We helped a digital lending platform cut loan approval time from days to minutes while staying fully audit-ready."
Read the full case studySchedule a free Salesforce Development discovery call with our Fintech team
Get a free project cost estimateFrequently Asked Questions
Most Salesforce Development engagements take 8-18 weeks, depending on scope and how clear the requirements are upfront. We'll give you a firm timeline estimate after a short discovery call, not a generic range.
Salesforce Development projects with us typically range from $20,000 - $150,000, scaled to the complexity of your requirements. We provide a detailed, itemized estimate before any work begins so there are no surprises mid-project.
For salesforce development, we typically work with Salesforce, Apex, Lightning Web Components, MuleSoft, chosen based on your specific scalability and integration requirements. We're not tied to a single stack and will recommend the right tools for your situation rather than our default.
A typical salesforce development engagement includes custom salesforce object and workflow design, along with the other deliverables outlined in our proposal, such as documentation and a post-launch support window. The exact scope is tailored to your project during discovery.
Most clients come to us for salesforce development because of out-of-the-box salesforce missing key sales workflows, among other related challenges. We start every engagement by mapping your specific pain points before writing a single line of code.
We've delivered multiple fintech projects addressing challenges like meeting evolving compliance requirements across markets. We helped a digital lending platform cut loan approval time from days to minutes while staying fully audit-ready.
For fintech clients, we pay close attention to PCI DSS, PSD2, building these requirements into the architecture from day one rather than retrofitting them later. We'll confirm which specific regulations apply to your business during discovery.
The most common challenges we solve for fintech clients include meeting evolving compliance requirements across markets and integrating with legacy core banking systems. We tailor our discovery process to surface the specific version of these problems your business faces.