Salesforce Customization for the Financial Industry
Elevate your financial institution with MagicFuse, a celebrated Salesforce Ridge Partner dedicated to revolutionizing your business operations. With a specialization in bespoke Salesforce solutions, MagicFuse refines service offerings for finance powerhouses, ensuring that your technologies are as robust and precise as the financial services you provide.
What challenges can the Financial Industry encounter?
Legacy Financial Systems
Antiquated systems that stifle efficiency and adaptability.
001
Disparate Software Environments
Complex software landscapes that obstruct seamless operations.
002
Inconsistent Client Data
Fragmented client information that undermines personalized service and strategic insight.
003
Innovation Reluctance
A mindset or culture slow to embrace cutting-edge technological solutions.
004
Marketing Outcomes
Underutilized client data and analytics for effective marketing strategies and client retention.
005
How MagicFuse resolves common financial industry challenges?
System Modernization
We initiate cutting-edge Salesforce customizations, replacing obsolete systems with an innovative, scalable platform.
Integrated Software Solutions
We align various software into a unified Salesforce ecosystem, simplifying tasks, and enhancing user workflow.
Client Data Synthesis
We develop a comprehensive Salesforce client-view, aggregating data to enable personalized services and informed decision-making.
Strategic Change Enablement
MagicFuse delivers tailored training and change management to encourage swift adoption of new technologies, aligning with your company’s strategic objectives.
Targeted Client Engagement
Utilize Salesforce's powerful engagement tools with MagicFuse to refashion your marketing initiatives, nurturing leads, and fostering client loyalty.
Need professional Salesforce consultation?
Case Studies
Elements.cloud
Challenge:
Elements.cloud faced the task of constructing a secure and scalable Salesforce managed package and deploying it to the AppExchange.
Solution:
Our team built a faultless AppExchange package that passed security reviews, enabling seamless integration between Salesforce and Elements. This achievement was driven by our deep understanding of Salesforce, streamlined data processing, optimized queries, and detailed monitoring with AWS CloudWat.
Atamis
Challenge:
The project posed a technical challenge due to its complex logic and compatibility requirements with both the Classic and Lightning interfaces. However, we swiftly delved into the details and completed the initial scope of urgent changes ahead of the client's estimated timeframe.
Solution:
We introduced a dedicated Salesforce developer to optimize and fix bugs in the existing codebase, gradually expanding to develop new features, integrate with third-party systems, and conduct research. Our technical expertise, systematic approach, and strong project management practices enabled the growth of the Atamis product.
Data Privacy Manager for Elements.Cloud
Challenge:
The implementation of the GDPR policy by the EU posed a significant challenge for Salesforce marketers, particularly in ensuring data consistency.
Solution:
The MagicFuse team designed and released a comprehensive app on AppExchange, enabling company-wide compliance with privacy regulations and GDPR. This app included features such as permission tracking, Data Protection request processing, marketing integrations, data expiration management, Customer360 consent view, and preference center setup.
Limio
Challenge:
Create managed package enabling seamless B2B and B2C commerce management within Salesforce Service or Sales Cloud for customer service agents.
Solution:
Limio for Salesforce went through various iterations, resulting in a highly scalable and customizable version using Salesforce Flows, Apex, and LWCs. Integrated with Limio Commerce and third-party payment systems, Limio provides agents secure visibility into customer history, tracks subscription changes, and offers flexible payment processing. Custom Objects enable customers to customize components to their preferences.
ID-Pal
Challenge:
The client requested two things: integrating their real-time verification solution into Salesforce for universal customer usage and extending standard objects' functionality with dynamic custom objects for increased flexibility.
Solution:
We tackled the challenge of bidirectional custom authorization between Salesforce and ID-Pal, ensuring high-security data retrieval and presentation within Salesforce. Our managed package facilitates user-friendly review and updates of personal data in both directions, while also supporting dynamic interactions between main and custom objects through backend and LWC components.
How companies get successful with us
Check out how we help our clients to implement solutions for their businesses
Adrian King
Co-founder & CTO at Elements.cloud
Pia Oenning
Senior Operations Manager at Salesfive Consultingo
Ian Gotts
Founder & CEO at Elements.cloud
Mike McIntyre
Founding Partner at Xenogenix
Moataz Gouda
Head of Product at Movinga
Michael Dalton
Principal Salesforce Consultant at Xenogenix
Amaury de Closset
Co-Founder and CEO at Limio
Fabio L. Massetta
VP of Sales & Marketing Ascent Solutions
Mo Salam
Co-founder at Purlos
Rob Sheehan
Head of Product at ID-PAL
Joe Beech
Lead Salesforce Developer at Atamis
Scott Reynolds
Sales Technology Product Leader
Brian Waterson
Senior Director, Operations
5.0
They have a very good balance of understanding our goals, knowing when to take pragmatic decisions.
London, UK
5.0
Super and competent partner who built a custom solution for a resource planning tool for us. The project is still running and the tool is still being developed. Good communication with MagicFuse, very short response time and fast help.
Munich, Germany
5.0
I cannot express how impressed we are by the commitment and dedication of your team. The recent set backs are frustrating but we will work through them. The comments and enthusiasm from early users is really, really encouraging...
London, UK
5.0
Great service and motivated Salesforce team. I have been working with a developer from MagicFuse for a year, I must say that the quality is amazing and they are very professional and fun people to know! Highly recommend their services.
Berlin, Germany
5.0
I have worked with MagicFuse on a number of complex projects and they are always professional and helpful. I would have no issue recommending these guys to anyone. Thanks for the good work
London, UK
5.0
Salesforce developers who can be trusted to code to a high standard with an adequate level of supervision. We are happy with the outcome they have delivered.
London, UK
5.0
Continuing our collaboration has been a natural choice, driven by the successful outcomes we’ve achieved together. Looking ahead, we’re excited about the prospect of further enhancing our Salesforce native applications in tandem with MagicFuse.
New York, USA
5.0
MagicFuse completed the project on time and rectified issues quickly. They produced high-quality work despite the complex tasks. Virtual meetings and emails ensured seamless project management.
Hoxton, England
5.0
MagicFuse have been instrumental in helping us establish our Salesforce offering and bring our best in class identity verification solutions to the App Exchange.
Dublin, Ireland
5.0
We have been working with MagicFuse for more than 12 months, involving them to support our development projects. We have found them to be diligent, hard-working, and very effective...
Cardiff, UK
5.0
The MagicFuse team did a brilliant job, and when I get another project, I'd be delighted to work with them again if they are available. I had a call with the client's CEO, and he was delighted with all of the work
Leamington
Spa, UK
5.0
Collaborating with MagicFuse has allowed me to rapidly develop and deploy Salesforce functionality, giving our business the tools they need to be successful...
Boston, MA, USA
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Certifications
FAQs
How does MagicFuse upgrade outdated financial systems?
MagicFuse revitalizes your operation by implementing customized Salesforce platforms, built to enhance efficiency and integration across financial services.
Can MagicFuse streamline diverse existing financial software?
Yes, our expertise lies in synthesizing assorted financial software into a cohesive, Salesforce-driven ecosystem rationalizing your operational framework.
How does MagicFuse approach client data management?
We centralize scattered client information within Salesforce, providing a 360-degree client overview to fuel strategic advice and tailor services.
What support does MagicFuse offer for firms adapting to new software?
MagicFuse delivers in-depth training and sensitive change management methodologies, helping your team navigate and embrace the technological enhancements.
How does MagicFuse enhance marketing and client engagement within the financial sector?
By leveraging Salesforce's advanced marketing automation and analytics, we create custom campaigns that resonate with clients, encourage retention, and capture new opportunities.
How can a financial services firm begin incorporating MagicFuse's specialized Salesforce services?
Embark on your enhanced Salesforce journey with ease — contact us through our contact form to arrange a personalized strategy session. We’ll discuss your unique challenges and illustrate how MagicFuse’s Salesforce competencies can propel your financial services forward.
We kindly
welcome you
Ross Kurhanskyi
VP of Business Development
We kindly welcome you
Ross Kurhanskyi
VP of Business Development