Client: Amplifi Capital – UK-Based SME Lending Fintech

Tech Stack: Salesforce, AppExchange tools, AWS, Experian APIs, UK Payment Gateway

Objectives

• Audit the current Salesforce ecosystem and digital workflows.
• Redesign the customer lifecycle from origination to collections.
• Integrate APIs for credit scoring, document verification, and payments.
• Automate underwriting and servicing tasks for scalability and efficiency.

Work Delivered

• Conducted a full Salesforce health check and gap analysis.
• Re-architected the customer journey into modular, automated workflows.
• Integrated Experian APIs, UK payment gateways, and third-party document services.
• Built underwriting and servicing automation components with role-specific dashboards.
• Aligned KPIs and backlog grooming with Amplifi’s lending and operational goals.

Expected Outcomes

• Unified visibility across sales, credit, and collections.
• Streamlined loan decisioning and post-approval servicing.
• Improved compliance and smoother third-party partner integration.

Why Stack

• Financial Services Expertise: Deep experience in lending workflows, compliance, and regulatory requirements.
• Salesforce Specialisation: Proven capability in custom workflows, API integrations, and AppExchange solutions.
• End-to-End Delivery: From audit to architecture to deployment, we own the full delivery cycle.
• Outcome-Driven Approach: We align technical delivery to business KPIs for measurable impact.