Synechron

2 minute read

The Challenge

A global investment bank relied on Salesforce and CapIQ to manage critical company market data, but without an automated connection, the two systems quickly fell out of sync.

Employees updated records manually, creating duplicate data, inconsistencies and delays. As information changed across thousands of client records, teams spent valuable time validating data instead of focusing on business development and client opportunities.

The Solution

We designed and deployed an event-driven agentic workflow to automate data synchronization between Salesforce and CapIQ.

The solution continuously detects source-system changes, applies business rules, enriches and validates records, then automatically updates Salesforce. By creating a governed, traceable process for synchronization, the bank eliminated manual updates, improved data consistency and ensured business teams always had access to current information.

The Results

90%+ reduction in manual data updates

40% faster incident response times

Data synchronized in under 5 minutes

Our Process

Designed and deployed an automated workflow that validates, enriches and synchronizes company data across systems in near real time.

Discover

Reviewed data flows between Salesforce and CapIQ to identify synchronization gaps, manual processes and governance requirements.

Design

Mapped business rules, validation requirements and ownership paths to create a scalable synchronization framework.

Deliver

Built an event-driven workflow that automatically enriches, validates and synchronizes data across platforms.

Develop

Enabled rule-based governance and auditing so new scenarios can be managed without extensive redevelopment.

About AI 

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Anthropic-Certified Architects

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Gen AI Projects 

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AI and ML Practitioners 

Connect With Us

October 2026

Our Capabilities

Appian

Design, automate and optimize complex business workflows using process orchestration, AI and RPA (Robotic Process Automation) to build enterprise applications faster.