Client: Confidential – UK Mutual Lender
Tech Stack: Mulesoft, Salesforce, Java, BPM tools, ReactJS

Objectives

• Modernise savings and mortgage systems while maintaining low change risk.
• Re-architect onboarding, account servicing, and workflows with API-led design.
• Integrate with CRM, orchestration, and channel systems.
• Embed low-code controls to improve flexibility and delivery speed.

Work Delivered

• Led systems integration for phased savings and mortgage platform modernisation.
• Designed API-first workflows for onboarding and servicing.
• Integrated CRM with orchestration and channel layers.
• Embedded low-code controls to reduce development overhead.
• Delivered in phases to preserve service continuity and mitigate operational risk.

Outcomes

• Enabled secure self-serve for customers.
• Reduced operational friction and improved servicing speed.
• Strengthened resilience and improved cross-team alignment.

Why Stack

• Proven history of modernising financial services platforms.
• Low-code and phased rollout to minimise disruption.
• Deep CRM, orchestration, and API-first delivery experience.
• Aligned technology upgrades with mutual values.