Automating Data Synchronisation for a Global Investment Bank

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.

We designed and deployed an event-driven agentic workflow to automate data synchronisation 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 synchronisation, the bank eliminated manual updates, improved data consistency and ensured business teams always had access to current information.