The Bridge Between Your
Money Data and CRM
We specialize in connecting high-volume transaction data to Salesforce. From Seed-stage foundations to Series D optimization, we make your data AI-ready.
The Startup Launchpad
For Pre-Seed & Seed fintechs. Clean architecture, VC-ready reporting, and rapid 4-week deployment.
The Growth Engine
For Series A+ scale-ups. CAC reduction, Data Cloud harmonization, and Marketing Cloud automation.
How We Build Your Fintech Future
Different stages require different methodologies. Choose your path below to see our specific process and guaranteed achievements.
The Implementation Process
Architecture Audit
1-week deep dive into your current lead flow and investor requirements.
Launchpad Build
Implementation of a standardized Sales Cloud core designed for rapid scaling.
KYC & Security Sync
Connecting your backend compliance status to CRM profiles for a unified view.
Handover & Training
Setting up automated Board-level reporting and training your lean sales team.
Data Harmonization
Unifying high-volume transaction ledgers with Salesforce via Data Cloud.
ROI Marketing engine
Building Marketing Cloud journeys triggered by real-time payment events.
Unit Economics Audit
Creating deep-dive analytics for CAC, LTV, and churn prediction.
Agentforce AI Layer
Deploying autonomous AI agents to handle support and upsell opportunities.
Core Achievements
"By day 30, you won't just have a CRM—you'll have an institutional-grade data asset that drives your valuation."
Fintech-Specific Salesforce Expertise
Sales Cloud
Optimized for B2B Fintech & Lending. Lead-to-cash automation that speeds up time-to-fund.
Data Cloud
Unify Millions of transaction events. Create real-time segments for hyper-personalized banking.
Marketing Cloud
Automated Win-Back journeys triggered by real-time failed payments or high-churn risk.
Supporting Partners of