Case Study • Fintech

Fintech Startup Hyper-Growth Scaling

How a fast-growing fintech scaled from 500 to 15,000+ customers in 18 months with enterprise-grade Salesforce infrastructure, achieving 312% growth while reducing operational costs.

+312%

Customer Growth

99.94%

System Uptime

$850K

Cost Avoidance

4.8/5

User Satisfaction

Client Overview

Industry

Financial Technology (Fintech)

Product

Digital banking & investment platform

Funding Stage

Series B ($45M raised)

Employees

82 (grew to 187 during project)

Project Timeline

16 weeks initial + ongoing optimization

The Challenge

1
Rapid growth overwhelming legacy CRM (500 → 5,000 customers in 6 months)
2
Manual onboarding taking 3-4 days per customer
3
No API infrastructure for partner integrations
4
Compliance reporting taking 40+ hours monthly
5
Customer support backlog growing exponentially
6
Limited visibility into product usage and engagement

Our Solution

Enterprise-grade Salesforce platform designed for rapid scaling and fintech-specific workflows

Scalable Salesforce Architecture

Enterprise-grade platform designed for hyper-growth

Automated Onboarding

Self-service workflows with instant account activation

RESTful API Layer

Comprehensive API for partner and internal integrations

Product Analytics Integration

Real-time usage tracking and engagement scoring

Technical Stack

Salesforce Sales Cloud with Financial Services features

Custom Lightning Web Components for fintech workflows

RESTful API layer built on Heroku Connect

Integration with Plaid (banking data)

Integration with Stripe (payments)

Segment.io for product analytics

Zendesk for customer support

Custom compliance reporting dashboards

Measurable Results

Dramatic improvements enabling hyper-growth without operational chaos

Metric

Customer Onboarding Time

Before

3-4 days

After

15 minutes

98% faster

Metric

Customer Base

Before

500 active

After

15,000+ active

+312% growth

Metric

Compliance Reporting

Before

40 hrs/month

After

2 hrs/month

-95%

Metric

Support Ticket Resolution

Before

48 hours avg

After

4 hours avg

-92%

Key Lessons for Scaling Startups

Build for Scale Early

Don't wait until you hit scaling problems. Enterprise architecture from day one enables growth without technical debt.

Automate Everything

Manual processes don't scale. Invest in automation early to maintain efficiency as you grow exponentially.

API-First Approach

Robust API infrastructure enables rapid integration with partners and internal tools critical for fintech success.

Ready to Scale Your Fintech?

Let's build the infrastructure you need to handle explosive growth