A long-running Salesforce engagement across advisory operations
A long-running Salesforce engagement covering advisory operations, client onboarding and the reporting the business runs on.
Practice
Salesforce and financial services
Period
2025 to 2026
Client rating
5.0 out of 5
1
Advisory operations on one platform
Financial advisory work generates a long paper trail per client, and the requirement was to keep that trail inside Salesforce rather than spread across spreadsheets and inboxes.
2
Onboarding and reporting
The engagement covered client onboarding flows and the reporting layer above them, so the team could see pipeline and service load in the same place.
This case study is being written up with the client. Contact us for the detailed scope.
Key results
Advisory ops
onboarding, operations and reporting
5.0
client rating
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★★★★★
We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.
★★★★★
Working with Umer Balaj has been a game changer for our business. We needed a full customization of our Salesforce system.
★★★★★
I have had the pleasure of working with Balaj for over a year, and he has consistently exceeded expectations. If you are looking for a top-tier Salesforce developer, look here.
★★★★★
Quick to respond, and ready to help out with any request, Umer is a delight to work with. Currently helping us with multiple integrations.
★★★★★
He has been very responsive and helpful with great communication and problem solving skills.
★★★★★
He has been nothing but helpful and patient with us and our needs. Very flexible and able to get additional team members to help if needed. Would recommend.
★★★★★
UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.
★★★★★
We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.
★★★★★
Working with Umer Balaj has been a game changer for our business. We needed a full customization of our Salesforce system.
★★★★★
I have had the pleasure of working with Balaj for over a year, and he has consistently exceeded expectations. If you are looking for a top-tier Salesforce developer, look here.
★★★★★
Quick to respond, and ready to help out with any request, Umer is a delight to work with. Currently helping us with multiple integrations.
★★★★★
He has been very responsive and helpful with great communication and problem solving skills.
★★★★★
He has been nothing but helpful and patient with us and our needs. Very flexible and able to get additional team members to help if needed. Would recommend.
★★★★★
UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.
★★★★★
Helped me solve a problem I had been battling with for days. Balaj is very knowledgeable in Salesforce and is highly recommended.
★★★★★
Umer is unmatched, his work is amazing and I am excited for the next project with them.
★★★★★
Great communication and execution. Highly recommended.
★★★★★
Balaj has been incredible to work with. His communication is good, he understood the complexities of our SFDC org along with the API bridges to other platforms. One of the best SFDC devs I have worked with.
★★★★★
Great developer. Very knowledgeable with Salesforce.
★★★★★
UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch and communication was also great. Would highly recommend.
★★★★★
Helped me solve a problem I had been battling with for days. Balaj is very knowledgeable in Salesforce and is highly recommended.
★★★★★
Umer is unmatched, his work is amazing and I am excited for the next project with them.
★★★★★
Great communication and execution. Highly recommended.
★★★★★
Balaj has been incredible to work with. His communication is good, he understood the complexities of our SFDC org along with the API bridges to other platforms. One of the best SFDC devs I have worked with.
★★★★★
Great developer. Very knowledgeable with Salesforce.
★★★★★
UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch and communication was also great. Would highly recommend.
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