MuleSoft: Enterprise Integration for Financial Services
Connect Salesforce with your core banking systems, policy administration platforms, portfolio management tools, and custodians. Secure API-led integration that ensures data flows seamlessly across your technology ecosystem.
Why Financial Services Integration is Uniquely Complex
Financial services firms operate some of the most complex technology environments. Legacy systems, proprietary platforms, and strict regulatory requirements make integration uniquely challenging.
Legacy Systems
Core platforms built before modern APIs existed
Real-Time Requirements
Advisors need current data, not yesterday's batch updates
Data Quality Issues
Inconsistent formats, duplicates, and incomplete information
Security Requirements
Must maintain encryption and access controls
Compliance Complexity
Integration must meet regulatory requirements
Vendor Lock-In
Proprietary tools create dependency and high costs
MuleSoft Integration Capabilities
API-Led Connectivity
Build reusable APIs that connect systems efficiently. Create an API layer that any application can access, reducing point-to-point integration complexity.
Pre-Built Connectors
Leverage pre-built connectors for financial services systems. Accelerate integration with templates designed specifically for banking, insurance, and wealth management.
Real-Time Data Sync
Keep data synchronized in real-time or near-real-time. Support event-driven architectures that react instantly to changes across systems.
Security & Compliance
Enterprise-grade security built-in. Meet financial services regulatory requirements with encryption, access controls, and complete audit trails.
Systems We Integrate
Custodians
- LPL Financial
- Charles Schwab
- Fidelity
- Pershing
- TD Ameritrade
Core Banking
- Jack Henry
- FIS
- Fiserv
- Q2 Banking
- Temenos
Wealth Management
- Orion
- Black Diamond
- Tamarac
- eMoney
- Riskalyze
Insurance
- Guidewire
- Duck Creek
- Applied Epic
- AMS360
- Vertafore
Integration Patterns
Custodian Account Feeds
Real-time or scheduled API calls to custodian platforms. Transform data into Salesforce Financial Account objects.
Core Banking Customer Sync
Integration with core banking systems. Sync customer demographics, accounts, and transactions.
Policy Administration Integration
Connect policy administration systems with CRM. Real-time policy status updates and claims information.
Ready to Connect Your Financial Services Technology?
Schedule a consultation to discuss your integration challenges. Let's create seamless data flows across your technology ecosystem.