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  • BANK GRADE ENCRYPTION

The Standard for
Secure Financial
Transformation

Powering the digital infrastructure for multilateral Banks, Investment Firms, FinTech giants, Payment Infrastructures and Lending Institutions.
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Who this is for
Built for Regulated Financial
Organizations
Zivoke works with financial institutions operating in highly regulated, data-sensitive environments where security, compliance and scalability are critical.
  • Commercial & Development Banks
  • Investment & Asset
  • Management Firms
  • Private Equity & Venture Capital Funds
  • Mortgage & Lending Institutions
  • FinTech & Financial
  • Technology Companies
  • Legal & Advisory Firms Supporting Finance
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FINANCIAL SERVICES SALESFORCE USE CASES
Deep Integrations with Core
Banking & Data
Salesforce Nonprofit Cloud and NPSP become your single source of truth for donors, programs, volunteers and beneficiaries.
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Core Banking Integrations

Temenos, Finacle, Mambu, Fiserv, Financial Services Cloud integrations for unified customer and account visibility.

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KYC & AML Automation

Onfido, Jumio, and Refinitiv (World-Check) integrations for compliant identity verification and onboarding.

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Payments & Settlement Platforms

Salesforce solutions supporting payment infrastructures like PAPSS with real-time transaction visibility.

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Lending & Credit Workflows

Ellie Mae (Encompass), Blend, Experian, and TransUnion API integrations for lending and credit decisioning.

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Market & Financial Data Intelligence

Bloomberg and FactSet integrations for market data, analytics, and investment insights.

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Salesforce Financial Services Cloud (FSC)

Enterprise-grade implementations tailored for banks, investment firms, and regulated financial institutions.

WHY FINANCIAL INSTITUTIONS CHOOSE ZIVOKE
Fin-Techs and Zivoke
Financial institutions operate in complex, highly regulated environments where security, compliance, scalability, and reliability are critical. Zivoke works closely with banks and fintech organizations to design Salesforce solutions that meet strict regulatory requirements while enabling innovation, operational efficiency, and long-term platform stability.

Data Residency

Experience working with strict data residency laws (GDPR, POPIA) for international banks

Shield Encryption

Experts in implementing Salesforce Shield for platform encryption and event monitoring.

Audit Trails

Immutable logs for every transaction and interaction to satisfy regulatory audits.

Schedule a Free Fin-Tech Salesforce Consultation
Consult with a fintech specialist who is well-versed in fundraising, grants, financial programs, and impact analysis. Receive tailored advice that aligns with your goals, team capacity, and financial resources.
Schedule free consultation

Frequently Asked Questions

Do you work with regulated financial
institutions?

Yes. Zivoke has experience supporting banks, investment firms, and regulated
financial organizations.

Can you integrate Salesforce with legacy
Core Banking Systems?

Absolutely. We use MuleSoft to create secure API layers between Salesforce
and legacy mainframes (like core banking ledgers) to ensure real-time balance
visibility.

Can Salesforce meet financial services
compliance needs?

Yes. Salesforce, when architected correctly, supports security, auditability, and
governance requirements.

How do you handle KYC and
Onboarding?
We build automated onboarding flows that pull data from third-party KYC providers to verify identity instantly without leaving Salesforce.
Do you have experience with Salesforce
Financial Services Cloud (FSC)?
Yes, our team consists of certified FSC Accredited Professionals who have deployed solutions for banks like Afreximbank.

Products

Sales Cloud
Service Cloud
Community Cloud
Pardot
Mulesoft
Experience Cloud
Marketing Cloud

Services

Learn More

Solutions

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Get in Touch
NEW YORK (CORPORATE OFFICE)
447 Broadway, 2nd FL #198
New York, NY 10013
[email protected]
+1 (347) 254 7642
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For career opportunities and internships write us at
[email protected]

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