Digital banking is no longer just about online transactions. Today’s banks need secure, scalable, compliant, and customer-centric platforms that deliver seamless experiences across web, mobile, sales, and marketing channels.

To address these demands, Codevian Technologies designed and delivered a next-generation cloud-based digital banking platform for a UK-based financial services client, leveraging Salesforce Development Services,Salesforce Sales Cloud, Salesforce Marketing Cloud, Salesforce Agentforce Services, and Azure DevOps.

This blog explains what Codevian Technologies built, why Salesforce was chosen, and how the solution transformed digital banking operations—without presenting it as a traditional case study.

The Shift Towards Cloud-First Digital Banking

Banks operating on legacy systems often struggle with:

• Fragmented customer data


• Slow onboarding and KYC


• Limited personalization


• High operational overhead


• Growing compliance and audit pressure

UK banks face even stricter regulatory expectations, making security, auditability, and resilience non-negotiable.

Codevian Technologies approached this challenge by designing a Salesforce-first digital banking architecture that balances innovation with compliance.

What Codevian Technologies Built

Codevian Technologies developed a cloud-enabled digital banking platform focused on:

• Unified customer data


• Secure transaction workflows


• Automated onboarding and KYC


• AI-powered intelligence


• Personalized customer engagement


• Agile delivery with DevOps automation

The platform was designed to support future digital expansion while meeting current regulatory and operational requirements.

Salesforce Development Services at the Core

At the heart of the platform were Salesforce Development Services, enabling deep customization and scalability.

How Salesforce Was Used:

• Custom Salesforce objects to model banking entities such as customers, accounts, KYC records, and transactions


• Apex-based business logic for handling complex workflows


• Asynchronous processing for high-volume banking operations


• Lightning Web Components (LWC) for modern, fast, and responsive user interfaces


• Visualforce pages for specialized legacy workflows


• Secure REST and SOAP API integrations with core banking systems

By using Salesforce as the core platform, Codevian ensured high availability, data consistency, and extensibility.

Enabling Customer 360 with Salesforce Sales Cloud Services

Salesforce Sales Cloud Services played a critical role in creating a unified view of customers.

What Sales Cloud Enabled:

• A centralized Customer 360 view combining profile, KYC, account, and interaction data


• Relationship management dashboards for internal teams


• Automated workflows for lead and opportunity handling


• Real-time visibility into customer lifecycle stages


• Cross-sell and upsell opportunities based on customer behavior

This helped the bank move from siloed data to relationship-driven digital banking.

AI-Driven Intelligence with Salesforce Agentforce Services

To go beyond automation, Salesforce Agentforce Services were integrated to introduce AI-driven decision-making.

How Agentforce Added Value:

• Intelligent recommendations for relationship managers


• Predictive insights into customer behavior and product eligibility


• Automated prioritization of service and sales activities


• Proactive alerts for compliance risks and unusual patterns

Agentforce transformed Salesforce from a system of record into a system of intelligence—a key requirement for modern banking platforms.

Personalized Engagement Using Salesforce Marketing Cloud Services

Customer communication is critical in digital banking, especially during onboarding, alerts, and lifecycle engagement.

Salesforce Marketing Cloud Services were implemented to deliver secure and personalized communication at scale.

Marketing Cloud Capabilities:

• Automated onboarding journeys


• Personalized email and SMS notifications


• Customer segmentation based on transaction and behavioral data


• Seamless integration with Sales Cloud for aligned sales and marketing efforts


• Consistent omnichannel communication

This ensured that every customer interaction was timely, relevant, and compliant.

Secure Integrations & Compliance-Ready Architecture

Security and compliance were built into the platform by design—not added later.

Key Security Measures:

• Encrypted data storage and transmission (TLS)


• Role-based access control using Salesforce profiles and permission sets


• Secure integrations with core banking systems and payment gateways


• Event-driven architecture using Salesforce Platform Events


• Detailed audit logs and compliance reporting

This architecture supported UK banking regulations, GDPR, and internal audit requirements.

Agile Delivery with Azure DevOps

To ensure faster releases without compromising quality, Codevian Technologies implemented Azure DevOps CI/CD pipelines.

DevOps Capabilities:

• Automated build, test, and deployment pipelines


• Salesforce CLI (SFDX) integration


• YAML-based release orchestration


• Version control using Git


• Automated testing and static code analysis

This allowed the bank to adopt agile, reliable, and repeatable deployments.

Dedicated Delivery Model & Team Structure

The platform was delivered using a dedicated Agile team model over a one-year engagement.

Team Composition:

• Project Manager / Scrum Master


• Salesforce Solution Architect


• Salesforce Backend Developers (Apex & Integrations)


• Frontend Developers (LWC & Visualforce)


• QA Engineers


• DevOps Engineers

This ensured continuous collaboration, transparency, and predictable delivery.

Business Impact of the Digital Banking Platform

The Salesforce-powered digital banking platform delivered tangible improvements:

• Faster and automated customer onboarding


• Reduced manual processing and reconciliation


• Improved customer experience through self-service capabilities


• Enhanced compliance, auditability, and security posture


• Scalable foundation for future digital innovation


• Faster time-to-market with DevOps automation

Why Salesforce Is Ideal for Digital Banking Platforms

Salesforce provides a unique combination of:

• Enterprise-grade security


• High scalability and availability


• Deep customization through Apex and LWC


• Native AI capabilities with Agentforce


• Seamless marketing and sales alignment


• Strong ecosystem and long-term viability

When implemented by an experienced partner like Codevian Technologies, Salesforce becomes a powerful digital banking enabler.

Why Choose Codevian Technologies?

Codevian Technologies specializes in building enterprise-grade Salesforce solutions for regulated industries.

What Sets Codevian Apart:

• Certified Salesforce Development Services


• Expertise in Sales Cloud, Marketing Cloud, and Agentforce


• Strong focus on security and compliance


• Proven Azure DevOps and CI/CD experience


• Dedicated delivery models for long-term success

Have a Project Idea? Start Today

If you are planning to build or modernize a digital banking or financial services platform, Codevian Technologies can help you design, develop, and scale a secure Salesforce-based solution.

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