Professional Services
Infintegration’s Professional Services provides consulting services tailored to the needs of financial institutions. Our Professional Services division supports businesses through nCino and Salesforce consulting, integrations with custom software, open banking standardization, generative AI advisory, and data migration.
Jess Battle
Jess Battle is our Vice President of Professional Services. A longtime nCino/Salesforce professional with over 10 years of experience on the platforms, Jess has a unique blend of technical skills and functional expertise. His skills include hands-on configuration, solution design, leading implementation teams, building a professional services team, and creating technical enablement programs.
From Business Process advisory to hands-on keyboard – We can advise your team, support your team, or be your team.
- User Experience Optimization
- nCino User Interface Conditional Rendering
- Dynamic Salesforce Lightning Web Pages
- Cross Object Data Capture and Validation with Salesforce Screen Flow Wizards
- Platform Improvements
- Permission and Access Management
- Migration from Workflows to Record-Triggered Flows
- Apex Development
- Improved Visibility
- Custom Cross-Object Report Types
- SLA Tracking and Reporting on Internal Processes
- Custom Reports and Dashboards
Open Banking Standardization
- Data mapping using FDX data standards
- Data mapping using BIAN data standards
- Compliance with Open Banking Regulations like Dodd Frank 1033
Generative AI Consulting
- Assisting financial institutions with vetting new AI companies and their offerings
- Assisting with AI proof of concepts where the AI company needs access to data from other FI systems
Integrations
- Integration Scoping – custom applications or custom integration layers don’t typically have a published integration API specification, so Infintegration works with the client’s subject matter experts to develop on that Infintegration can then map to
- Custom Integration – some integrations are unique and require design work for a specific customer
- Mapping – reviewing the gap between an out of the box integration and the customer specific requirements for data (such as nCino to Jack Henry Silverlake)
Data Migration
- Migration of data from a legacy system to a new system:
- Loan Origination
- STAGING to/from QA to/from UAT to PROD
- CRM
- Collateral
- Bank core
- Document Migration
- Spreading
