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Financial Services

Commercial Lending Automation for a Midwest Regional Bank

Commercial loan processing for one of the Midwest's largest regional banks, rebuilt on custom Sales Cloud applications with a DevOps practice to match. Regulation compliance cut from ~2 days to ~8 hours.

Project Snapshot

Solutions Financial Services, Sales Cloud
Published January 2023
ClientMidwest Regional Bank
IndustryFinancial Services
CloudSales Cloud
EngagementCustom App Development & DevOps
~8 hrs
Regulation compliance time, down from ~2 days
3→1
Loan review screens consolidated
CI/CD
Deployment pipeline and change control established
The Situation

A lending process that couldn't keep pace with regulation.

The commercial lending unit of a large Midwest bank needed to modernize its qualification process, reducing friction for loan applicants and giving internal teams faster, more reliable tooling to work with.

The Work

Custom applications built for speed and compliance.

Digital Mass partnered with the bank's team to build custom applications inside Sales Cloud: tightly integrated, highly automated, and built for a code-driven environment where the majority of functionality lived in Apex rather than declarative configuration. A CI/CD pipeline and change control process were established to give the team confidence in deployments and significantly cut the time required to respond to regulatory changes.

The Results

From days to hours. From three screens to one.

  • Regulatory change response time cut from ~2 days to ~8 hours.
  • Loan application review consolidated from 3 screens to 1.
  • A custom form composer enabled designated users to submit self-serve applications, including references to data held outside Salesforce.
  • Deployment confidence established through a CI/CD pipeline and change control process.
"Working with Digital Mass has been great. The staff is very responsive and eager to understand and deliver value. We have two consultants who have become integral members of our Scrum teams. They have helped raise the skill level of our internal staff and have been great to work with."
IT Director, Salesforce COE
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