Salesforce for regulated financial firms.
Lenders, brokers, wealth managers and insurers across the UK, Ireland and Europe — where the CRM has to satisfy the FCA or the Central Bank as well as the sales director, and "we'll tidy the audit trail later" was never an option. The end state is an audit trail that exists because of how the system works, not because somebody assembled it before an inspection.
Compliance is a design constraint, not a phase.
In most sectors you can build the process and add the controls later. In financial services the controls shape the object model — who can see a case, what has to be evidenced at each decision point, how long it is kept, and what an auditor will be shown when they ask.
We design for that from the first workshop, which is why our financial services builds tend to take longer to scope and less time to sign off.
Financial Services Cloud
Households, relationships and financial accounts modelled properly, so the adviser sees the whole picture and the reporting adds up.
Shield & data residency
Platform encryption, event monitoring and field audit trail — configured against your risk register rather than switched on wholesale.
Application journeys
Origination through underwriting to drawdown, with approvals, document generation and every decision evidenced where the regulator expects it.
Consumer Duty evidence
Outcomes monitoring, vulnerable-customer flags and the reporting to show fair treatment rather than assert it.
Core system integration
Servicing platforms, payment providers and ledgers joined through MuleSoft or documented APIs, with reconciliation you can prove.
AI, carefully
Agents for internal summarisation and case triage first, with a hard line at anything that would constitute advice.
Firms we have delivered for.
Smart Mortgages
Loan application processing moved onto the platform, with approvals, document generation and compliance checkpoints rebuilt around it.
Read the case study →
Seniors Money
Salesforce Shield implemented alongside a platform build, adding encryption and monitoring to a process handling sensitive customer data.
Read the case study →
Skipton International
A broad CRM programme across a regulated lender, delivered without the surprises that usually accompany one.
Read the case study →What clients said afterwards.
“By moving our loan application processing on to the Salesforce platform, our average loan application process duration reduced by over 50% and cost per mortgage application has reduced by 60%. Amazing results in such a short time.”
“Ignyto met the expectation of having a breadth of knowledge and expertise throughout many areas of the CRM. They were responsive and hands-on throughout the project ensuring that we never had any unexpected surprises.”
Financial services is not one market.
A specialist lender, a payments business and an advisory firm have almost nothing in common beyond the regulator. Ignyto works across all three, and the architecture differs in each.
Lenders, brokers and specialist finance
Application lifecycle, document generation, broker and customer portals, Shield where encryption and audit are required. Smart Mortgages, Skipton International, Seniors Money.
Read more →Businesses changing shape fast
Scalable data models, subscription and usage pricing, post-acquisition consolidation, marketing and sales on one platform. Cledara, Open Banking Excellence, Glantus.
Read more →Where the relationship is the asset
Household and relationship modelling, advice and suitability records, client portals, programme and outcome reporting. IRM Advisory Services, Just Finance Foundation.
Read more →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.
Asked before every engagement.
Which Salesforce products suit financial services firms?
Ignyto implements Financial Services Cloud, Sales Cloud and Service Cloud for lenders, brokers, wealth managers and insurers — a regulated industry where Salesforce Shield is often added for encryption and audit requirements.
Can Salesforce meet UK and Irish compliance requirements?
Yes, when configured for it. Ignyto builds audit trails, field-level encryption, consent capture and retention rules to support FCA and Central Bank of Ireland obligations, and has delivered Salesforce Shield for regulated lenders.
What return have financial services clients seen?
Smart Mortgages moved loan application processing onto Salesforce and reduced average application duration by over 50% and cost per mortgage application by 60%.
Talk to someone who has done it under regulation.
Forty-five minutes, no proposal attached. You'll get a view on scope, the controls that matter and a realistic range.