Case Study: a fintech platform achieves smarter financial wellness planning with Oktana’s Heroku and Salesforce integration

FinTech Platform launches Smart Budget and financial wellness scoring with Oktana

Oktana worked with a fintech platform that helps clients manage their investments by matching them with suitable financial institutions. The customer needed to build an entire platform from scratch with a responsive UI to engage customers and implement their business model effectively, which required a secure Salesforce integration to handle sensitive financial data.

The solution implemented by Oktana involved creating a Heroku platform with a Node.js server to establish a security layer and communicate with Salesforce, along with a ReactJS front-end. Key features added included goal creation, risk profiles, investment analysis, and a smart budget tool. These new functionalities enabled the customer to promote smarter financial decisions and aim to become a leading revolutionary financial wellness platform.

FinTech Platform