Case Study: Ortec Finance simplifies Salesforce integration and speeds investment decisions with Noltic

Ortec Finance cuts Salesforce integration complexity up to 10x with Noltic

Ortec Finance, a financial services firm, needed to manage data flows between its Salesforce platform and external investment decision systems like OPAL. Their previous integration, built on complex Salesforce Flows, was difficult to update, creating high dependency on developers and slowing down critical business changes. The vendor Noltic was engaged to address this challenge with Sales Cloud.

Noltic implemented a solution that centralized integration logic into a single, configurable layer. This replaced the fragile Flow-centric setup, giving business and admin teams direct control over mapping rules and reducing the need for deep technical support. The results for Ortec Finance included a configuration process that was up to 10 times simpler, significantly lower operational risk, and faster adaptation to new requirements. This reduced the cost and time of changes, enabling quicker business decisions.

Ortec Finance