Automating Broker Credit Workflows in Salesforce & Azure

/ FinTech / USA / 2023-2025 /

Faster Processing: 70%
Less Manual Entry: 50%
Data Accuracy: 99%

Client: Workflow Automation Company
Industry: FinTech
Region: USA
Period: 2023-2025
Engagement: Dedicated Team
Team size: 40 MM

Services used

Enterprise Platforms

Summary

The client needed to automate manual broker credit checks and deal submissions to eliminate slow approval cycles, bottlenecks, and inconsistent data. The goal was to build a secure, scalable solution integrated with enterprise platforms.

The Challenge

Broker credit checks and deal submissions were handled manually

Bottlenecks in the approval process delayed deal closings

Manual entry led to errors and data quality issues

No integration between credit check tools and enterprise platforms

The Solution

01 End-to-end credit check automation

Broker credit checks and deal submissions run as an automated workflow rather than by hand, removing the approval bottleneck that had been delaying deal closings.

02 Secure identity and access

Identity and access management runs on Azure AD B2C, so brokers authenticate against enterprise identity rather than a separate credential store bolted onto the workflow.

03 Real-time status tracking

A centralized dashboard shows the live status of every credit check and submission. Chasing where a deal sits stops being a phone call.

04 Enterprise API integrations

API integrations connect Salesforce and the internal systems that previously had no link to the credit check tooling, which is what had forced the manual re-entry and the data quality problems behind it.