Real-time client data for commercial banking
Banking is the industry I know best. Before founding HNZ Consulting, I spent six years at a major Canadian bank, first as a senior Salesforce developer, then as technical lead. I evolved, led and built the integrations and monitoring that connect its commercial-banking Salesforce platform to the bank’s core systems and data lake.
The challenge
One client picture, across many systems
Salesforce had to become a secure integration hub for commercial banking teams, without disrupting the banking systems that hold the authoritative client data.
Manual data extracts
Admins exported CRM data by hand for every team that needed it, and requests kept growing.
Many consumers
Downstream systems needed CRM changes quickly, without fragile point-to-point links.
Hard to diagnose
Integration failures needed to be visible in one place, fast.
Legacy automation
Years of workflows and process builders had piled up, making the platform harder to maintain.
Manual triage
Commercial cases arrived by email and had to be sorted and routed by hand.
Inconsistent client data
Client addresses, contact methods and identifiers had to stay aligned with the bank’s master records, across every system.
What I built and led
Integrations I evolved, led and built
Master data sync
Evolved the Salesforce–MDM sync with teammates, keeping client addresses, contact methods and identifiers consistent with the bank’s master records.
Event streaming
Led the Kafka integration from scratch: CRM changes published through Platform Events to the bank’s data lake and downstream systems, replacing manual extracts. A reusable foundation the team then extended to 10 Salesforce objects.
Integration monitoring
Built Splunk and Datadog monitoring from scratch, so integration failures are spotted and diagnosed centrally, before users report them.
Technical lead
Led 3 other developers in a squad with admins and a product owner: coding standards, code reviews and deployments with AutoRABIT.
I also contributed across case management, opportunity flows, Flow automation and security.
Business value
A CRM the bank’s systems can rely on
Consistent client data
The CRM stays aligned with the authoritative client records.
No more manual extracts
Teams get CRM data from the data lake instead of waiting for admin exports, even as demand grows.
Decoupled systems
Downstream applications consume events without direct dependencies on Salesforce.
Faster diagnosis
Integration issues surface in one place, in real time.
Have a Salesforce integration in mind?
Tell us what you need to connect, and we’ll look at the right approach together.