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 

    30+

    Anthropic-Certified Architects

    50+

    Gen AI Projects 

    200+

    AI and ML Practitioners 

    Our Service Offering

    AI strategy and architecture

    We offer tailored AI roadmaps and deployment strategies that align with your business goals and deliver measurable value.

    AI data management and governance

    We manage all aspects of data, from ingestion to governance, and prepare high-quality data usage frameworks to accelerate AI efficiency.

    AI software and app development

    We work with you to create bespoke AI-enabled systems from LLM-powered workflows to modernized codebases to enhance your business operations.

    AI infrastructure and deployment

    We design and deploy scalable, secure AI infrastructure and support ongoing model management to monitor performance and maintain compliance.

    Pre-built AI solutions and accelerators

    We work at the cutting edge of AI innovation to deliver ready-to-use AI solutions tailored for enterprise clients.

    Connect With Us

    September 2026

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    Our Capabilities

    Appian

    Appian

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

    Artificial Intelligence

    Artificial Intelligence

    We partner with companies to harness the potential of AI technology to revolutionize their business.

    Cloud & DevOps

    Cloud & DevOps

    Accelerating Cloud adoption to increase the speed of delivery.

    Consulting

    Consulting

    Providing strategy, planning and leadership to accelerate end-to-end digital transformation.

    Cybersecurity Services

    Cybersecurity Services

    We partner with organizations to leverage AI-powered cybersecurity solutions, enhancing their threat detection and response.

    Data

    Data

    Helping enterprises move to  modern data solutions and deliver reliable analytics at scale.

    Digital

    Digital

    Creating user experiences that people love, by exceeding expectations.

    Salesforce

    Salesforce

    Partner with us to connect, automate, and grow — with trusted, AI-driven Salesforce digital solutions that put people at the heart of innovation.

    ServiceNow

    ServiceNow

    Assisting clients to optimize their workflows and enhance operational efficiency through tailored ServiceNow solutions.

    Software Engineering

    Software Engineering

    Assisting clients to create change that matters – transformation, enabled by technology and sustained through capabilities.