A technology implementation partner for Financial Services

Contact us today to start collaborating with our expert team to deliver enhancements to your existing Salesforce Org or brand new solutions

Trusted by enterprise Financial Services Companies around the world
Financial Services Expertise

Trusted to deliver technical financial projects

Desynit is an organisation with a long term background supporting financial institutions. At our inception almost 25 years ago we worked with Java, Plex and PHP to deliver projects for financial firms. 

Now a Salesforce partner, we deliver Salesforce related technical integrations and enhancements, such as FinancialForce (now Certinia), Xero and Stripe Integrations.

We code in many languages, but speak yours

With Desynit it’s easy to get impartial advice and talk through your ideas with an expert whenever you need to.

Developers that love to solve problems

Desynit is a highly technical team of agile developers and consultants with some of the most experienced Salesforce experts in the country.

Decades of experience

Desynit has been a Salesforce partner for over 14 years, delivering implementations, running user groups and sharing our knowledge at international conferences. 

Financial Services implementations

We deliver for Financial Services companies looking to enhance their CRM and integrations

Whether you’re looking for a partner that can deliver a project from inception to completion, or you would rather run the project yourself and use our experts for the technical implementation, Desynit is the partner for you.

Our technical expertise and determination ensures we always deliver.

Experience with Financial Services products

Salesforce and Financials

There are many ways to use Salesforce as a Financial Services company, and many ways to integrate Salesforce to Financial Products.

Client Relationship Management (CRM)

Helping financial advisors manage client relationships by consolidating client data and tracking interactions.

Accounting Software (Quickbooks, Xero, Aedon)

Integrate Salesforce with accounting software to automate the transfer of sales data, expenses, and financial transactions.

Salesforce to ERP Systems (SAP, Oracle)

Integrate Salesforce with ERP systems to synchronise customer and financial data, ensuring accurate and real-time updates across systems.

Financial Integration Technologies

API-based (REST, SOAP), Middleware (MuleSoft), Event-driven (Platform Events), and Custom (Apex, Visualforce).

Data migration

Import Wizard, Data Loader, Salesforce Connect, and custom ETL processes (Apex, third-party tools).

Compliance Tracking

Ensures adherence to regulatory requirements by tracking compliance activities, managing documentation, and providing audit trails, reducing the risk of non-compliance and associated penalties.

Reporting & Dashboards

Insightful data visualisation through customisable reports and dynamic dashboards for actionable insights.

Longterm support

Support from our in-house Success Team, Future Project Phases or a Bespoke Desynit Team embedded in your organisation.

Sales Cloud
Service Cloud
Field Service Lighting
Pardot
Mulesoft
CPQ
Exceptional Salesforce development since 2007

Desynit's agility ensures the success of your financial services implementation

Being a smaller, lean company with the right expertise means that we maintain our agility and can deliver solutions at a pace. 

Being independent of Salesforce than our larger partners means we provide you with unbiased advice on products and services and our technical expertise and determination ensures we always deliver.

Rob Hingston VP of Products, Sigma Systems

“Desynit enables us to genuinely partner. We immediately identified the value we could deliver for each others’ businesses, and augmented our teams to help us work together as effectively as possible.”

Meet the Desynit
Salesforce Implementation Team

Certified Salesforce Professionals with experience working with many businesses and projects just like yours.

Our Success Stories

Case studies

Businesses that we’ve helped take that next step with the Salesforce platform.

Everest Group

Experience Cloud Community for Management Consultancy Everest Group

Salesforce ImplementationSalesforce CustomisationExperience Cloud
Oak Tree Mobility

Salesforce Digital Transformation for Oak Tree Mobility

Field Service LightningSalesforce ImplementationManufacturingSalesforce ConsultingPardot
OVO Energy

Salesforce expertise for innovative Energy and Utilities giant OVO Energy

Salesforce ImplementationEnergy & UtilitiesSalesforce ConsultingSalesforce Customisation

You?

Let's chat about where your organisation goes next with Desynit

Connect with our Expert Salesforce Implementation Team

Unlock the full potential of Salesforce

Ready to transform your business with Desynit? Partner with us for seamless implementation and unparalleled support. Get in touch to start your journey today!