Salesforce-Powered Digital Banking Platform Development
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 : London Bank – 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
London 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.
QA Engineer Role & Contributions
As a QA Engineer,contributions were pivotal in ensuring platform reliability and compliance:
- Designed and executed test plans for critical modules:
payments, document management, attorney access) - Signup, Payments, Document Management, Attorney Access
- Developed automated UI and API testing pipelines to maintain release quality
- Validated security measures: RBAC flows, data encryption, and consent processes
- Monitored performance metrics to detect scalability bottlenecks
- Partnered with developers to resolve bugs and regression issues rapidly
- Supported compliance audits for legal, privacy, and accessibility standards
Evidence of Work:
- Websites:
- Signup & membership plans: ww2.uslawshield.com | emergencyshield.com
- Member Portal: members.uslawshield.com – account management, plan corrections, payment history
- Agent Portal: ap.texaslawshield.com – used by agents to create/modify accounts andsubscriptions
- Integrations: Zuora (payments) and Salesforce (CRM) ensuring seamless backend operations
