Salesforce for FINTECH industry

The priorities of financial institutions have shifted considerably over the past year, with such innovation and digital transformation now at the center of everything.

Today, technologies like Salesforce set a solid foundation by 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).

Get a quote
Salesforce Integrations
0
Successful Projects
0
Salesforce Certifications
0
Customer Satisfaction Score
0

What our Fintech Services Customers Say

13
7
11
8
9

“We had a great experience with Oktana. The team assembled quickly and went to work. Oktana met all scheduled deadlines and, in many, finished ahead of the deadline. Our assigned team was knowledgeable in Salesforce professional.” 

 

Information Technology Director, Financial Services Company, June 2021

See all the reviews

We Understand the Fintech Industry

Over the years, our team has earned more than 550+ 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 West Virginia, we’re positioned to support even your most secure onshore US projects.

1
3
4
5

Salesforce Fintech Services Solutions

Migrate your system to Salesforce

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. 

Financial Services Cloud

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

Salesforce integrations

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. 

MuleSoft

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.

Our Industry Expertise Includes

oktana salesforce for high tech
Salesforce for High Tech

We thrive on complexity, whether you need to reduce technical debt, extend your engineering team, improve test coverage, or create new applications, our team has a proven track record of implementing the right solutions. 

We thrive on complexity, whether you need to reduce technical debt, extend your engineering team, improve test coverage, or create new applications, our team has a proven track record of implementing the right solutions. 

oktana salesforce healthtech
Salesforce for HealthTech

New advances in technology are radically transforming the way healthcare is delivered and managed. We have experience creating new standards of care by connecting electronic health record data, treatment plans, patient preferences, and more.

New advances in technology are radically transforming the way healthcare is delivered and managed. We have experience creating new standards of care by connecting electronic health record data, treatment plans, patient preferences, and more.

oktana nonprofit salesforce
Salesforce for Nonprofit

As a Salesforce.org partner, our team is ready to support you. Our customized solutions enable you to connect people and organizations, engage participants and donors, distribute information, and measure the fulfillment of your mission.

As a Salesforce.org partner, our team is ready to support you. Our customized solutions enable you to connect people and organizations, engage participants and donors, distribute information, and measure the fulfillment of your mission.

Trust and Security

Oktana values trust and manages a compliance program that carefully considers data protection matters, with both physical and remote considerations. With access to onshore resources, we have the ability to meet compliance requirements in specific industries, including Healthcare, Financial Services, and U.S. Public Sector.

 

We have a trusted team, committed to the security of our business and yours.

More about compliance

Our Success with the Fintech Services Industry

Images-Case-Studies
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.
Read more
Images-Case-Studies-1
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.
Read more
Images-Case-Studies-3
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.
Read more

Find us on the

SALESFORCE APPEXCHANGE

Salesforce Consulting Partner

Oktana is a SOC 2 Certified Salesforce Partner

Services

Why Oktana

Careers

By continuing to use this site, you agree to our cookie policy and privacy policy.

GOT IT ✓