Client: Confidential – UK Commercial Bank

Tech Stack: Salesforce, Mulesoft, Java microservices, Docker, Jenkins CI/CD, AngularJS

Objectives

• Re-platform credit origination, onboarding workflows, and relationship management tooling into an API-first architecture.
• Integrate CRM with a rules-based product engine and workflow orchestration.
• Roll out changes in phased deployments across business units using agile delivery pods.
• Ensure post-launch optimisation and meet regulatory assurance requirements.

Work Delivered

• Served as Systems Integrator for a modular Bank-in-a-Box rollout.
• Designed API-first workflows for credit origination and onboarding.
• Integrated CRM with product engines and orchestration layers.
• Managed phased rollouts across multiple business units.
• Conducted post-launch optimisation, ensuring compliance and operational readiness.

Outcomes

• Reduced onboarding times for mid-market clients.
• Improved transparency and relationship manager experience.
• Laid the groundwork for a modular digital layer still in use today.

Why Stack

• Founder-Led Expertise: Proven track record in enterprise-scale bank modernisation.
• Proven Frameworks: Modular Bank-in-a-Box methodology used in multiple rollouts.
• Integration Expertise: Deep experience in CRM, product engines, and orchestration.
• Compliance-First: Long-term maintainability and regulatory alignment.