Client: Millennium Trust
TECHNOLOGY
- Salesforce Experience Cloud
- AWS
- Heroku
QUOTES
“It was their working style. the collaboration between our developers was great, and communication was clear. overall, they were very easy to work with.”
MARIA TACADENA | AVP, Sr. Project Manager/Scrum Master, Millennium Trust Company
ABOUT CLIENT
Millennium Trust is an expert provider of specialized custody solutions for alternative assets, investment accounts, and retirement funds.
NEED
Millennium Trust, a privately owned provider of custodian solutions for alternative assets, investment accounts, and retirement funds needed development support on their external facing customer solutions. Most of these were built leveraging the Salesforce Experience Cloud platform or a custom application built on top of PaaS tools such as AWS or Heroku, integrated with Salesforce.
APPROACH
As part of CloudMasonry’s engagement with Millennium Trust, we were tasked with developing and providing ongoing iterative support on three customer-facing portal products. Due to the financial and client-facing nature of these solutions, CloudMasonry needed to deliver a seamless external-facing UX that also integrated tightly with outside financial institutions and processing systems. We collaborated with Millennium Trust on a governance structure and leveraged their existing Jira environment to track the entire DevOps process to accomplish this development effort.
OUTCOME
Millennium Trust’s customers now use three external-facing portal products with a clean, reliable experience, backed by tight integration to the outside financial institutions and systems those products depend on. Development across the organization runs through a single governed process, so concurrent Salesforce work no longer overlaps or conflicts, and the team has clear visibility into what is being built and where. The result is a more stable platform for the custody, investment account, and retirement fund services Millennium Trust delivers to its clients.
- Three customer-facing portal products running on a reliable, well-integrated platform.
- Tight back-end integration with outside financial institutions and systems.
- A single governed development process that prevents overlapping or conflicting work.
- Clear visibility across concurrent Salesforce initiatives.
