Financial Services and FinTech
Financial Services Cloud, the origination system, the integration into the core, and a data layer nobody has fully reconciled. Laminar maps onboarding and account operations as they actually run, reads the org behind them, and ships every change with the approval and the record an examiner asks for.
100+ enterprise teams trust Laminar with the systems that run their business.
Where it breaks
Onboarding lives in three systems. KYC starts in FSC, runs through a MuleSoft integration into the core, and finishes in a document tool nobody reconciles. When a case stalls, three teams check three screens.
The origination flow nobody dares touch. The origination system and FSC were configured by a partner years ago, and the flow that routes applications has grown validation rules no one can explain. Every change is made with the exam in mind and the record nowhere.
Household data, four ways. Households, relationships, and holdings are modeled differently in FSC, the custodian feed, and the planning tool. Advisors trust the spreadsheet, so the CRM is out of date by Tuesday.
Policy, claim, and case never meet. Service Cloud handles the case, the policy admin system holds the truth, and the integration between them was built for a product that has since changed. Adjusters re-key, and the audit trail is the re-keying.
Every merchant change is a risk change. Onboarding a merchant touches KYC, risk scoring, and limits across the org and the ledger. A field change in Salesforce is a control change, and it ships like a field change.
The org grew as fast as the company. Sales, ops, and compliance each built what they needed, and the one admin who understood it is a manager now. Growth left a couple thousand security issues behind that nobody has read.
What changes
Same platform, same senior people, in the vocabulary of the exam. Nothing is rebuilt; the estate you have becomes the one you can defend.
Across FSC, the core, and the document tool.
Shift maps KYC as it actually runs.
Every application's path, dwell time, and backward move, drawn from field history rather than a workshop. The stalls show up with the days they cost, so the fix competes on the same scale as the SLA it's missing.
The platform
Shift reads the process, Profile reads the org, and Flow does the work. Ascent holds every change, from every engine, to the same rules.
Fellows
8,000+ vetted operators who've spent careers making enterprise systems hold, working inside your team from kickoff through go-live and after. They measure success by how little you need them next year.
Every figure here was measured with the customer and is footnoted to its source. Nothing is rounded up.
Security
Access, change, and deployment events are recorded as they happen, in append-only stores. Controls you can show an auditor, not describe to one.
Deny-by-default sandbox egress, short-lived tokens, and credentials brokered outside the box. The information-security mechanisms exist before the certificate does.
The agent works in an isolated sandbox on the work item's own branch, and a named person approves what ships. How the AI is governed, in writing.
Data stays where your org keeps it. Access resolves to named users, and retention is something Profile can show you rather than guess at.
Changes to systems holding PHI clear the same gates as every other change, with approvals and deployments recorded as they happen.
