Salesforce-Powered Digital Banking Platform Development
UK
Codevian Technologies built a cloud-based digital banking platform for UK Based Client using Salesforce, Azure DevOps, and secure integrations.
Index
Overview & Strategic Context
Client/Product : A next-generation digital banking platform developed by
Codevian Technologies.
Domain: Banking / Financial Services.
Core Value Proposition:
- Deliver secure, compliant, and customer-centric digital banking services.
- Provide seamless online and mobile banking experiences.
- Ensure highly reliable transaction processing, account management, and
advanced analytics. - Maintaintop-tier security, regulatory compliance, and operational
resilience.
Strategic Objectives:
- Operational Efficiency : Automate onboarding, KYC, and transaction workflows to
reduce manual effort. - Scalability & Resilience: Build a cloud-first banking platform capable of
handling peak transaction loads with high availability. - Compliance & Security: Enforce strict regulatory standards, enable auditability,
and secure handling of financial data. - Agile Delivery & DevOps: Accelerate deployment cycles through Azure DevOps CI/CD pipelines for safer, faster, and more reliable releases.
Problem Statement
UK Based Bank required a modern banking platform development initiative to overcome challenges such as:
- Legacy systems with fragmented customer data.
- Slow and manual customer onboarding and KYC processes.
- Limited self-service features for customers.
- Performance bottlenecks during peak transaction loads.
- Urgent need for compliance, auditability, and data protection.
Our Solution
Codevian Technologies delivered a cloud-enabled, Salesforce-first banking platform tailored for scalability, compliance, and customer experience.Core Customer 360 on Salesforce:Unified customer profiles with integrated
KYC and relationship data.
Digital Frontends:Modern interfaces using Lightning Web Components (LWC)
and Visualforce for specialized pages.
Business Logic on Apex:Handling synchronous and asynchronous operations
across multiple banking workflows.
Self-service Flows: Guided processes enabling customers to manage services
independently.
Secure Integrations: Robust connections to core banking systems and payment
gateways.
Scalable Architecture: High availability, performance optimization, and
audit-ready logging.
Key Highlights:
This approach ensured a future-proof digital banking platform ready to adapt to evolving business and regulatory demands.
Team Structure
A dedicated 12-member Agile team ensured efficient delivery:
- 1 Project Manager / Scrum Master
- 1 Solution Architect
- 3 Backend Developers (Salesforce/Apex + Integrations)
- 2 Web Frontend Developers (LWC/Visualforce)
- 3 QA Engineers
- 2 DevOps Engineers (Azure DevOps pipelines & release management)
Technology Stack
Platform & Development:
- Salesforce Platform (Sales Cloud, Service Cloud)
- Apex (server-side logic, batch jobs, triggers)
- Lightning Web Components (LWC) for web UI
- Visualforce for legacy UIs
- Salesforce APIs (REST/SOAP) for integrations
Integrations & Data:
- Middleware & integration patterns for connecting core banking systems
- Encrypted secure data storage
- Event-driven architecture (Platform Events / Streaming)
Infrastructure & DevOps:
- Azure DevOps (CI/CD pipelines, YAML-based automation, release orchestration)
- Git (Azure Repos / GitHub) for version control
- Automated testing & static code analysis
- Salesforce CLI (SFDX) integrated into pipelines
Security & Compliance:
- Role-based access control (Salesforce profiles & permission sets)
- Data encryption at rest & in transit (TLS)
- Comprehensive audit trails & compliance reporting
Outcomes
The banking platform development delivered measurable improvements:
- Faster Onboarding: Automated flows reduced customer onboarding time significantly.
- Operational Efficiency: Reduced manual reconciliation through seamless system
integrations. - Agile Delivery: Faster, safer deployments powered by Azure DevOps pipelines.
- Compliance-First Design: Enhanced auditability, data protection, and regulatory
alignment. - Future-Ready Platform: A scalable solution supporting ongoing digital transformation and feature expansion.
Partner with a Certified Salesforce Development Company
Work with experienced Salesforce-certified professionals to build secure, scalable, and high-performance Salesforce solutions tailored to your business goals and industry compliance needs.
Frequently Asked Questions – Digital Banking Platform Case Study
The main objective was to build a secure, scalable, and compliant digital banking platform that modernized customer onboarding, improved self-service capabilities, and ensured reliable transaction processing.
The bank struggled with legacy systems, fragmented customer data, slow KYC and onboarding processes, limited digital self-service features, and performance issues during peak transaction loads.
Salesforce enabled a unified Customer 360 view, scalable architecture, strong security controls, and rapid customization, making it ideal for compliant and customer-centric banking solutions.
Key features included automated onboarding and KYC, customer self-service flows, secure integrations with core banking systems, real-time data visibility, and audit-ready transaction logging.
Azure DevOps enabled CI/CD pipelines, automated testing, version control, and controlled releases, resulting in faster, safer, and more reliable deployments.
The platform enforced role-based access, encrypted data at rest and in transit, maintained full audit trails, and adhered to strict banking and financial compliance standards.
The bank achieved faster customer onboarding, reduced manual operations, improved system reliability, enhanced compliance readiness, and a better digital banking experience for customers.
Yes, the cloud-first architecture supports high availability, peak transaction loads, and future feature expansion without compromising performance or security.
Banks can partner with an experienced fintech and Salesforce development company to assess requirements, define compliance needs, and design a scalable digital banking roadmap.
