Industry
Payments & Fintech
A Global SME Lending FinTech Cuts Deployment Time 60% and Lifts Sales Productivity 30% with a Modernized Salesforce Platform
faster deployments through CI/CD pipeline and delta package deployment
increase in sales team productivity following platform modernization
improvement in response time to loan requests from SME customers
A leading provider of loans to small and medium-sized businesses across multiple countries was working with slow, inefficient deployment processes and outdated Salesforce tools that limited scalability. Disconnected systems, pandemic-driven urgent policy changes, and costly manual loan-rejection handling added further operational strain.
Altimetrik partnered with the client to streamline and automate its loan process on Salesforce using AppExchange solutions, custom API-driven workflows, DocuSign and Conga integrations, and modern CI/CD practices. The result: 60% faster deployments, 30% lift in sales productivity, and 50% improvement in loan request response time.
As a leading SME lender across multiple countries, the client faced inefficient deployment processes that limited scalability, outdated Salesforce tools in need of modernization, and disparate systems that required seamless integration across loan workflows. COVID-19 added urgency, requiring rapid updates for government-defined loan programs.
Managing rejected loans with non-Salesforce tools remained expensive and operationally complex. The client also needed a virtual assistant for client interaction and a shared platform for retail investors and business SMEs to collaborate on the loan process requirements that the existing fragmented stack could not support.
For a global SME lender, deployment speed and sales productivity compound directly into market share. Every 10% improvement in loan response time improves conversion. Every day saved in deployment cycle time accelerates the ability to respond to regulatory changes like government pandemic loan programs where speed of availability can be the difference between winning and losing a borrower.
Altimetrik partnered closely with the client to streamline and automate the loan process end to end. Customer-facing communications and telephony were simplified using AppExchange solutions, removing friction from the borrower experience. Custom Salesforce API workflows integrated third-party tools including DocuSign and Conga into a seamless loan lifecycle.
A CI/CD deployment pipeline using Drone CI and delta package deployments was implemented, reducing deployment time by 60% and enabling rapid updates for government loan programs and regulatory changes a critical capability demonstrated during the COVID-19 pandemic response.
Enhanced reporting capabilities enabled forecasting of loan volumes and performance monitoring across individuals and teams giving sales leadership the data to make faster, better-informed decisions about resourcing, training, and pipeline management.
Altimetrik modernized the platform underneath the business not just adding features on top of legacy architecture. By rethinking how the Salesforce environment was built and maintained, Altimetrik delivered faster deployments, more productive sales teams, and better customer response times as connected outcomes of the same modernization programme.
With a more automated, integrated Salesforce platform in place, the client is better positioned to navigate future regulatory shifts and continue scaling its SME lending business backed by a CI/CD capability that treats deployment speed as a business advantage, not just a technical improvement.
“Amit Singh is the Chief Strategy Officer and Chief of Staff to the CEO at Altimetrik, where he drives corporate strategy, growth acceleration, and value creation through transformation initiatives. In this dual role, he partners closely with leadership teams, investors, and the board to align business strategy with sustained, technology-driven growth.
With over two decades of experience at the intersection of technology, business, and transformation, Amit brings a unique perspective on how organizations can innovate and adapt in a rapidly evolving digital landscape. His career has been defined by building high-performing teams, scaling innovative platforms, and driving organizational change to deliver lasting impact.
Before joining Altimetrik, Amit held senior leadership roles at Visa, where he led technology strategy, engineering, and product development for Real-Time Payments and the Visa Developer Platform. Earlier, he served as Chief Product Officer at a startup and spent more than a decade at Oracle, leading product and engineering teams across a wide range of enterprise software applications.”
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