Salesforce for fintech and payments businesses.
Ignyto implements Salesforce Sales Cloud, Service Cloud, Revenue Cloud and Account Engagement for fintech, payments and financial data businesses across the UK, Ireland and Europe — companies growing fast enough that the CRM decision made at seed stage is already the constraint. The result is a CRM that stops being the thing slowing your growth and starts being the thing that scales with it.
Growth exposes the CRM you set up when you were twelve people.
Fintech businesses scale in a way that breaks CRMs quickly. Headcount doubles, the product line splits, subscriptions and usage-based pricing arrive together, and the reporting the board asked for last quarter cannot be produced from the data model you have.
The three failure points Ignyto sees most: pricing and quoting that cannot handle bundles or discount approval, marketing and sales running in separate tools that have to be reconciled by hand, and a data model built for one product being asked to carry four.
This is work Ignyto has delivered for Cledara, Open Banking Excellence and Glantus — onboarding, pricing governance, community and events, and the reporting a board will accept.
Built for businesses changing shape.
Scalable data model
An account, contact and opportunity model that carries multiple products and business lines without a rebuild at the next funding round. Record types rather than separate systems.
Subscription and usage pricing
Revenue Cloud and CPQ configured for bundles, volume tiers, minimum commitments and usage overage, with discount thresholds and approval routing so a deal cannot be sent on terms nobody signed off.
Marketing and sales on one platform
Account Engagement for nurture, scoring and campaign attribution, feeding the same pipeline the sales team works — not a second system to reconcile.
Service operations
Service Cloud with case routing, entitlements and knowledge, so support scales with the customer base rather than with headcount.
Compliance and data protection
GDPR-compliant forms, consent capture and data retention processes, with Shield where the data classification warrants it.
Reporting the board will accept
Forecasting, pipeline and marketing ROI reporting built on a data model that can answer the question, rather than exports assembled the night before.
Fintech clients scaling on the platform.
Where fintechs get the return.
These are the engagements Ignyto is asked for most often by payments, lending technology, open banking and financial data businesses. Each one is scoped against a measurable outcome, baselined before the build.
Merchant and partner onboarding
The onboarding pipeline modelled end to end — application, due diligence, document collection, approval and activation — with stage validation so nothing goes live without the checks completed. The bottleneck in payments growth is rarely sales; it is onboarding throughput.
Self-serve to enterprise motion
Two revenue motions in one platform: product-led signups tracked by usage signals, and an enterprise pipeline with named accounts. The data model has to describe both without one distorting the reporting for the other.
KYC, AML and due diligence
Due diligence captured as a governed workflow rather than an email chain: checks required per risk tier, documents held against the record, approvals evidenced, and a field audit trail showing who accepted what and when.
Community, events and ecosystem
Where the business is built on a community, membership and event management sitting on the same platform as the commercial pipeline — delegates, sponsors, partners and content tracked together. Delivered for Open Banking Excellence across a global community programme.
Spend and subscription data into the CRM
For businesses whose product generates transactional or spend data, surfacing that data against the customer record so account management works from real usage rather than a last-contact date. Cledara’s Account Engagement work sits on this pattern.
Accounts payable and finance automation
Where the product automates finance operations, the internal platform has to match it: complex product management, governed discounting and marketing ROI reporting on one data model. Delivered for Glantus, where several acquisitions had left four teams working different ways.
Support deflection with Agentforce
First-line support answered from your own records inside your own Salesforce, so the sharing model, field-level security and audit trail apply to every response. For a regulated fintech that architecture is what gets AI approved at all.
Chargebacks and dispute handling
Disputes tracked as cases with deadlines, evidence attached and outcomes reported, so scheme timeframes are met and loss rates can be measured by merchant, product and reason code.
Asked in every fintech conversation.
We are on HubSpot. Is moving to Salesforce worth it?
It depends on what is breaking. If the constraint is marketing automation, it probably is not. If it is product complexity, quoting, service, or the inability to model your business properly, Salesforce is the platform that scales. Ignyto has delivered HubSpot to Salesforce migrations and will tell you honestly if the move is premature.
How do you handle subscription and usage-based pricing?
Revenue Cloud and CPQ configured to your actual commercial model — bundles, tiers, discount thresholds and approval routing. The objective is that a deal cannot be sent with terms nobody approved.
We have grown through acquisition. Can you consolidate them?
Yes. Ignyto has consolidated post-acquisition systems into one platform serving sales, marketing, finance and compliance, including data migration, deduplication and one agreed process. Glantus is the reference.
Do you work with early-stage companies?
Yes, where there is a defined process to implement and a return to measure. We would rather scope a focused first phase that lands in weeks than sell a programme a Series A business does not need yet.
Can Salesforce integrate with our product and billing systems?
Yes. Ignyto builds integration in-house using MuleSoft, native APIs or supported connectors, and treats integration testing as scope rather than an assumption.
Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.