Data & Integration for Financial Services
Everybody Wants to Talk About AI.
We'd Rather Talk About Your Data.
AI, automation, analytics — none of it works if the data underneath is scattered, dirty, or stuck in systems that don't talk to each other. That's the reality in most financial services firms. It's also where we start. We build the data and integration layer that makes your CRM the single source of truth, your pipelines dependable, and everything downstream actually possible — across MuleSoft, Informatica, Snowflake, Databricks, AWS, and whatever else your stack demands.
The Challenge
The Messy Middle of Financial Services.
Integration in financial services isn't like integration anywhere else. Legacy core banking platforms that predate the concept of an API. Custodians with their own data formats. Compliance systems you can't bypass. And a team that needs real-time data in their CRM — not the output of a nightly batch job that may or may not have run.
The data side is the same story. Client information spread across six systems. No single source of truth. Quality issues nobody has owned in years. Most integration partners underestimate all of this — they build connectors that work in a demo environment and fall apart when they hit real data volume, real compliance requirements, and real edge cases.
We don't. This is the work.
What We Build
From Data Readiness to Full Orchestration.
Whether you need a data strategy, a single connector, or an enterprise integration layer, we scope to the problem and build with your compliance requirements in mind from day one.
Data Strategy & Readiness
Know where you stand before you build.
We assess your data landscape: what you have, where it lives, how clean it is, and what needs to happen before you can do anything meaningful on top of it. You get a roadmap, not a pitch.
- Data source inventory and quality assessment
- Gap analysis against downstream use cases (reporting, automation, AI)
- Architecture recommendations
- Prioritized implementation roadmap
Data Engineering & Pipelines
Clean data in. Clean data out.
We build the pipelines that move, transform, and centralize your data — from source systems to a unified platform your team can actually use. We're partners with Snowflake, Databricks, and AWS, and we build with the right tool for the job, not the one that pays the biggest kickback.
- ETL/ELT pipeline design and build
- Data warehouse / lakehouse architecture (Snowflake, Databricks)
- Cloud-native infrastructure (AWS)
- Source system connectors
- Data quality monitoring
Data Migration
Get your data in. Get it right.
Migrating from a legacy CRM. Consolidating multiple systems. Moving from spreadsheets to Salesforce. Data migration is one of the highest-risk phases of any implementation — we've moved millions of records for financial services firms, and we know where the landmines are.
- Source system analysis and data profiling
- Data mapping and transformation rules
- Deduplication and cleansing
- Staged migration with validation checkpoints
- Rollback planning
Enterprise iPaaS (MuleSoft & Informatica)
The enterprise-grade integration layer.
For complex, multi-system environments, the Salesforce ecosystem now gives you two first-class options: MuleSoft and Informatica. Which platform fits depends on your stack, your team, and your data patterns. We'll tell you which one honestly fits before we start building.
- Platform evaluation (MuleSoft vs. Informatica vs. alternatives)
- Integration architecture design
- API development and deployment
- Core banking / custodian connectors
- Error handling and monitoring
- Documentation and admin training
Salesforce-Native Integration
When MuleSoft is more than you need.
Not every integration needs enterprise middleware. For simpler use cases — syncing data between Salesforce and a single external system, building a webhook, or connecting to a modern API — we use Salesforce-native tools to ship faster and cheaper.
- Integration design and data mapping
- Salesforce Connect, Platform Events, or custom API integration
- Data transformation and validation
- Error handling and retry logic
- Testing and documentation
Integration Architecture & Advisory
The blueprint before the build.
If you're not sure what you need — or if your current architecture has become a spaghetti of point-to-point connections — we'll help you design the right approach. Platform-agnostic, built for where you are today and where you're heading.
- Current state architecture review
- Integration pattern recommendation
- Platform evaluation (build vs. buy)
- Future state design and roadmap
- Vendor-neutral technology guidance
Our Stack
We're Partners With the People
Building the Future of Data.
Platform-agnostic doesn't mean platform-indifferent. We've invested in deep partnerships with the companies that matter in financial services data and integration — and we'll tell you honestly which one fits your use case.
Common Integrations
We've Connected All of These.
Probably Yours Too.
Core Banking & Lending
FIS, Fiserv, Jack Henry, nCino, Encompass, Black Knight. We've built connectors for the platforms that run financial services. Each has its own quirks, data formats, and limitations. We know them.
Custodians & Portfolio Management
Schwab, Pershing, Fidelity, Orion, Black Diamond, Tamarac. Wealth management firms often work with multiple custodians — we build the integration layer that aggregates account data into a single client view in Salesforce.
Compliance & Document Management
Smarsh, Global Relay, DocuSign, Box, Laserfiche. Regulated firms need their compliance and document systems connected to CRM. We build integrations that maintain audit trails and meet regulatory requirements.
Financial Planning & Reporting
eMoney, MoneyGuidePro, Addepar, Morningstar. We connect financial planning tools to Salesforce so advisors have a complete picture without switching between six applications.
Marketing & Communications
Marketing Cloud, Pardot, custom email platforms. Clean, connected data is the reason your communications actually land with the right clients at the right time.
What Comes Next
Clean Data Is the Prerequisite.
Then the Interesting Work Starts.
Once your data is connected, trustworthy, and flowing where it needs to, the conversation changes. Suddenly predictive models have something to predict with. Automations have something to act on. AI copilots have something to actually know. If you're already there — or want to see what's possible once you are — see what we're doing with AI & ML and keep going.
Let's Map Out What Needs Connecting.
Tell us what systems you're running, what's connected, and what's still living in manual processes and spreadsheets. We'll give you a straight read on what it would take to build the data and integration foundation your team needs.