CRM solution based on Salesforce - Integration of Avaloq with MuleSoft

IT Republic supported the investment firm Vontobel in building and integrating a new CRM solution based on Salesforce and MuleSoft—from the connection to Avaloq Core Banking to ensuring real-time availability of customer data.IT Republic supported the investment firm Vontobel in building and integrating a new CRM solution based on Salesforce and MuleSoft—from connecting to Avaloq Core Banking to ensuring real-time availability of customer data.

Initial situationInitial situation

For effective relationship management, client advisors need a complete, up-to-date view of their client relationships—across all system boundaries. Vontobel therefore decided to build a custom solution based on Salesforce that had to be deeply embedded into the existing application landscape. The challenge lay not so much in the CRM itself, but in the reliable, high-performance integration with the bank's core systems.For effective relationship management, client advisors need a complete, up-to-date view of their client relationships—across system boundaries. Vontobel therefore decided to build a custom solution based on Salesforce that had to be deeply embedded into the existing application landscape. The challenge lay less in the CRM itself and more in the reliable, high-performance integration with the bank's core systems.

Our roleOur role

IT Republic was part of the project team from the very beginning. Our engineers took end-to-end responsibility, from requirements analysis, design, and implementation of the integration paths to testing, deployment, and operations. Beyond development, we contributed to architectural decisions, defined interface contracts, coordinated with surrounding teams, and acted as a sparring partner for business stakeholders.IT Republic was part of the project team from the very beginning. Our engineers took end-to-end responsibility, from requirements analysis, design, and implementation of the integration paths to testing, deployment, and operations. Beyond development, we contributed to architectural decisions, defined interface contracts, coordinated with surrounding teams, and acted as a sparring partner for business stakeholders.

Technologies and challengesTechnologies and challenges

The solution is based on Salesforce as the CRM platform, MuleSoft as the integration layer, and Kafka for event-driven data exchange. Two key themes defined the engagement:The solution is based on Salesforce as the CRM platform, MuleSoft as the integration layer, and Kafka for event-driven data exchange. Two key themes defined the engagement:

• Integration with Avaloq Core Banking:Integration with Avaloq Core Banking: The direct connection to the core banking system required a deep understanding of the technical data models and a seamless translation between the Avaloq environment and the object structures in Salesforce—all while meeting high standards for data quality and traceability.
• Real-time capability under pressure:Real-time capability under pressure: Relevant customer data needed to be available without any noticeable delay. This requirement had to be met within an ambitious timeframe, without compromising on stability or security.

Delivered on timeDelivered on time

The relationship management solution went live on schedule. The work packages managed by IT Republic were delivered completely and on time—providing real-time access to customer data, which is now a cornerstone of the consultants' daily workflow.The relationship management solution went live on schedule. The work packages managed by IT Republic were delivered completely and on time—providing real-time access to customer data that now supports consultants in their day-to-day work.