Removing integration bottlenecks from Salesforce operations
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
Client & product
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.
Business challenge
Ortec Finance’s existing integration with external investment decision systems worked, but it was cumbersome to adjust and could delay business priorities.
- Frequent changes required deep edits to complex Salesforce Flows;
- High dependency on developers for routine adjustments;
- Increased risk of errors when modifying production logic;
- Slow turnaround on critical business updates;
- Limited visibility into data flow behavior.
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Results achieved
- Configuration effort reduced significantly;
- Lower operational risk when making updates;
- Business and admin teams gained direct control over mapping logic;
- Faster adaptation to new requirements without heavy technical support.
configuration compared to the previous Flow-centric setup
Business impact
Reduced change risk and turnaround time in Salesforce integrations to support faster business decisions.
Our solutions
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.
- Consolidated data mappings and rules into a single configuration layer;
- Eliminated the need to change multiple Flows for small updates.
- Made data relationships clear and accessible to business users;
- Reduced guesswork and review time for updates.
- Allowed business teams to adjust configurations without redeploying or rewriting Flows;
- Shortened feedback loops between teams.
- Built integration logic in a way that scales with new products and data sources;
- Reduced cost of future extensions.
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