Salesforce engineering for Fintech
Production Salesforce built for the compliance reality of Fintech. Not generic engineering adapted to your sector — sector-native architecture from the first design decision.
Fintech Salesforce deployments face a compliance landscape that evolves as regulators catch up with new financial products. SOC 2 Type II is table stakes for enterprise fintech sales. PCI-DSS governs any Salesforce system that touches card data — and scope minimization through tokenization is an architectural decision that must be made before the first card is processed. AML/KYC requirements apply to any Salesforce system that onboards financial customers, with OFAC sanctions screening required in real time for every transaction.
The most common fintech Salesforce compliance failure is building for the initial regulatory scope and failing to architect for the scope that follows: the bank partnership that requires BSA/AML monitoring, the enterprise customer that requires SOC 2 Type II, the international expansion that requires GDPR compliance. We design fintech Salesforce systems with the compliance architecture that scale requires — not just what the current product requires.
Fintech engineering operates under a specific set of regulatory frameworks that govern data handling, security controls, audit requirements, and system availability. Every Salesforce architecture decision we make in this sector is evaluated against these frameworks — not added as a compliance layer afterward.
SOC 2 Type II readiness built from the first commit — not assembled before the first enterprise sale
PCI-DSS tokenization-first architecture so raw card data never touches application Salesforce code
AML/KYC onboarding infrastructure integrated with sanctions screening at transaction speed
Compliance architecture that scales with the regulatory scope that follows product-market fit
Our Fintech case studies include Salesforce technology deployed in production — compliant from architecture, delivered on fixed-price timelines. Not proof-of-concept work. Production systems serving regulated organizations.
View Case StudiesReady to deploy Salesforce in your Fintech environment?
We deploy engineering teams that build Salesforce systems compliant with SOC 2, PCI-DSS, AML/KYC from the first architecture decision. Fixed price. No discovery phase. Production delivery.
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