endorsedCompleted

Salesforce PoC for Bank Services (Virtual Accounts & Mobile/Web App)

Services Covered:

Salesforce Solutions • CRM Solutions • Mobile Application Development • Application Integration

Industry

Information Technology

Duration

3 months

Budget

10K - 49K

Start Date

1 October 2019

Team Size

1-5 Employees

Engagement Model

Nearshore

Project Capability Score (PCS)

72/100

Good

Project Capability Score (PCS) estimates how capable Noltic is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

123c Consulting

Vilnius, Lithuania

Project Summary

Noltic provided Salesforce consulting and customization to build a Proof of Concept for bank services for an IT consultancy (123c Consulting). The engagement produced a Salesforce-based layer between a Bank Open API and mobile/web applications to enable virtual bank accounts, separation of funds, fast transfers, and account statements. The work included Salesforce backend and a mobile frontend and was completed in Oct. 2019–Jan. 2020.

Key Challenges

Build a Proof of Concept for a bank mobile and web application
Present financial institutions with the ability to create new financial products using an external vendor
Implement an SFDC-based layer between the Bank Open API and mobile/web apps to expand standard account functionality

Project Deliverables

Salesforce (SFDC) integration layer between the Bank Open API and mobile/web applications
Mobile frontend
Web application
Virtual bank accounts feature
Virtual account statements
Fast transfer functionality

Project Solution

Noltic built a Salesforce-based Proof of Concept that acted as an SFDC layer between the Bank Open API and the mobile/web application. They used Salesforce to extend standard bank-account functionality by implementing features such as virtual bank accounts, virtual separation of group funds, fast transfers from personal to group accounts, and virtual account statements. The engagement included Salesforce backend development and a mobile frontend.

Project Outcome

All required web and mobile functionality was implemented
The PoC stage was completed and the client is working with a bank to advance the opportunity
Workflow and project management ran effectively using JIRA, Bitbucket, and Confluence

Platforms

CRM
Web
Mobile

Tech Stack

Flutter

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The deliverables featured all necessary functionality, meeting the goals of the internal team. Noltic establishes a smooth workflow through clear and open communication. The team is hard-working, knowledgeable, and creative.”
Audrius Ramoska
CEO
Date: 06/04/2020