Millennium Trust

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

CloudMasonry had regularly cadenced program-level discussions with Millennium Trust, ensuring no overlap or misalignment on code was being developed across the organization and remained apprised on all other Salesforce development initiatives running concurrently.