Ortec Finance uses Salesforce alongside investment decision systems such as OPAL to deliver analytics, planning, and risk tools. Noltic reduced integration complexity to enable faster adaptations of data flows between Salesforce and Ortec’s external financial systems.
configuration compared to the previous Flow-centric setup
Ortec Finance helps financial institutions navigate complex investment decisions by combining advanced econometric models with software technology. Its solutions, such as asset-liability management, performance measurement, and goal-based planning platforms like OPAL, support decision-making for pension funds, insurers, wealth managers, and other large investors.
The company’s offerings rely on sophisticated quantitative models to provide transparency and consistency in how investment choices are evaluated and executed. Ortec’s customers depend on timely, accurate insights to meet strategic goals and regulatory requirements.
As the business evolved, Ortec’s Salesforce implementation became harder to update. Small changes in integration logic risked disruption and consumed valuable time from technical and business teams. This prompted Ortec to seek a better way to manage how Salesforce exchanged data with its external planning systems.
Ortec Finance’s existing integration with external investment decision systems worked, but it was cumbersome to adjust and could delay business priorities.
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configuration compared to the previous Flow-centric setup
Reduced change risk and turnaround time in Salesforce integrations to support faster business decisions.
Replacing fragile integration logic with configurable business control
Noltic focused on improving how Ortec Finance managed Salesforce integrations so the business could move faster with lower risk.
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