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Every day, businesses lose millions to disconnected data. Salesforce changes that equation by connecting every customer's touchpoint into one intelligent growth engine powered by AI, automation, and industry-ready solutions.
Choosing the right partner is decisive. Industry-specific needs require more than configuration. In WealthTech, FinTech, and HealthTech, precision, compliance, and security are essential. The wrong partner creates rework, delays, and lost ROI. The right partner for engineers' outcomes.
Hexaview is a trusted technology partner with proven expertise across WealthTech, FinTech, and HealthTech. A CREST-tier Salesforce consulting practice with certified teams, Hexaview delivers secure, compliant, and outcome-led implementations that scale.
Organizations adopting AI-powered Salesforce capabilities report meaningful productivity gains and faster time-to-value, proving that the platform plus partner accelerates transformation.
"Platforms don't just support strategy; they accelerate it."
The Unique Needs of Each Industry
Every industry faces distinct pressures, but WealthTech, FinTech, and HealthTech operate in regulatory environments where precision isn't optional, but it's survival. These sectors demand specialized Salesforce implementations that understand their unique operational DNA, compliance frameworks, and customer expectations.
WealthTech: Precision at Scale
Managing trillions in assets, ensuring regulatory compliance, secure client onboarding, and seamless client engagement define the WealthTech mission. Wealth managers don't just handle money; they manage fiduciary relationships built on trust, transparency, and performance.
- The critical pain point: Fragmented data across custodians, portfolio management systems, and legacy core blocks the unified client view that modern investors expect. When client data lives in silos, onboarding slows, fiduciary reporting suffers, and personalization becomes impossible.
- The opportunity is massive: An estimated $84 trillion wealth transfer by 2045 will reward firms that deliver transparent, digital-first engagement across generations. Winners will architect compliance into every layer while delivering hyper-personalized experiences that move at the speed of their clients' ambitions.
FinTech: Speed Without Compromise
Fast-paced digital innovation, secure payments, personalized financial experiences, and scalability drive FinTech success. The sector thrives on instant everything like payments, approvals, and insights, while maintaining enterprise-grade security and regulatory compliance.
- The persistent challenge: Real-time onboarding and instant payments face escalating fraud risk, while complex core banking integrations delay product launches. Every millisecond matters when customers expect Amazon-like experiences from their financial providers.
- Growth signals are strong: The FinTech industry now employs 12 million people globally, with real-time payment rails processing hundreds of billions annually. API-led architectures and intelligent risk controls separate winners from casualties in this velocity-driven market.
HealthTech: Trust Through Technology
Strict data privacy with HIPAA compliance, patient engagement, telemedicine integration, and analytics-driven care define HealthTech imperatives. Patient trust depends on seamless, secure experiences that connect care teams, reduce administrative burden, and improve outcomes.
- The interoperability problem persists: Poor connectivity between EHRs, telehealth platforms, and analytics systems disrupts care coordination and inflates administrative workload. When systems don't talk, patients suffer, and providers burn out.
- AI transformation accelerates: Healthcare AI applications are projected to unlock $150 billion annually by 2026 through better triage, scheduling, documentation, and population health insights. The winners will be platforms that connect patient journeys while protecting every data point.
Why Specialized Expertise Wins?
Generic Salesforce deployments often fail when regulations are complex, data is sensitive, and customer expectations are high. WealthTech wins with compliant personalization and advisor productivity. FinTech wins with secure, API-led scale and real-time risk controls. HealthTech wins with HIPAA-grade architectures and integrated care journeys.
Why Hexaview Technologies?
Hexaview is a CREST-tier Salesforce consulting partner delivering AI-first, automation-driven, and compliance-ready solutions for WealthTech, FinTech, and HealthTech. With 14+ years of domain leadership and a deep bench of certified experts, we execute transformative programs with measurable impact.
We design and deliver tailored Salesforce architectures that solve regulatory, security, and data complexity—all aligned to business outcomes.
- Intelligent automation: AI-powered onboarding, servicing, and advisor workflows that lift accuracy and speed.
- Compliance by design: SEC-ready audit trails, granular controls, and policy-as-code to meet evolving regulations.
- Integration mastery: Robust APIs and data engineering that unify custodians, EHRs, payment rails, and cloud systems for real-time insight.
We engineer outcomes, not just implementations. With a 95% client satisfaction rate and 300+ successful projects, we consistently convert strategy into advantage at scale.
Recognized for innovation, reliability, and results, Hexaview is the Salesforce partner that turns AI ideas into engineered outcomes—secure, compliant, and built to scale.
Salesforce Solutions by Hexaview Across Industries
When precision meets purpose, transformation accelerates. Hexaview engineers' industry-specific Salesforce architectures that turn regulatory complexity into competitive advantage, data silos into unified intelligence, and manual processes into automated excellence.
WealthTech: Engineering Trust at Scale
Automated compliance reporting embeds regulatory logic directly into workflows, reducing audit exposure by up to 40% while maintaining fiduciary-grade transparency. Every transaction, interaction, and decision carries an audit trail built for scrutiny.
"Compliance by design is the new alpha."
- Streamlined advisor-client journeys compress onboarding cycles from weeks to days through intelligent KYC automation, risk profiling, and portfolio construction. Personalization scales across thousands of relationships without losing human touch.
- AI-driven portfolio intelligence delivers real-time rebalancing, drift alerts, and next-best actions that amplify advisor productivity. Half of North American wealth managers with $1B+ AUM are now live or piloting generative AI to enhance advisor efficiency.
Impact delivered: Wealth managers' report 25-minute daily time savings per advisor through Salesforce automation, translating to over $335,000 annual value per firm.
FinTech: Speed Without Compromise
Secure, scalable payment integration provides tokenization, real-time reconciliation, and dispute automation engineered for exponential growth. Every transaction process with bank-grade security and millisecond precision.
"Security is the speed limit of innovation."
- Enhanced customer lifecycle management unifies onboarding, underwriting, servicing, and retention into data-rich, automated journeys. Customers experience seamless progression from prospect to advocate.
- Fraud detection and risk assessment leverage behavioral signals and machine learning to slash false positives while stopping real threats. Advanced models adapt in real-time to emerging attack vectors.
Market momentum: 65% of consumers now expect AI to accelerate their financial transactions, up from 46% in 2023, signaling massive demand for intelligent, instant experiences.
HealthTech: Privacy-First Patient Engagement
Patient data centralization with granular access controls and comprehensive audit trails enables secure information flow across care teams. HIPAA compliance is built into every data point and interaction.
"Protect privacy, connect care, improve outcomes."
- Telemedicine and remote care orchestration integrate scheduling, care plans, and virtual visits into unified patient journeys. Providers deliver continuity of care regardless of location or access method.
- Predictive analytics surface care gaps, flag readmission risks, and optimize resource allocation across patient populations. Proactive interventions replace reactive responses.
Transformative potential: AI-enabled healthcare tools are projected to reach $150 billion annually by 2026 through smarter triage, documentation, and population health management.
The Hexaview Advantage: Engineering Outcomes, Not Just Implementations
Hexaview separates itself by delivering measurable, industry-specific outcomes that accelerate growth, reduce risk, and elevate customer experience. Four differentiators turn strategy into repeatable results.
Deep Domain Expertise - Hexaview doesn’t just implement Salesforce; solutions are architected for the realities of finance and healthcare. Teams bring hands-on mastery of WealthTech, FinTech, and HealthTech, embedding SEC reporting standards, HIPAA-grade data governance, KYC and AML controls, and real-time fraud defenses into data models, integrations, and workflows. This alignment turns compliance from a constraint into a capability and ensures platforms are safe, scalable, and audit-ready at launch.
Proven, Quantifiable Impact - Performance is demonstrated in hard metrics, not narratives. Engagements consistently deliver reduced operational overhead through CRM consolidation and clean data design, double-digit efficiency gains by automating onboarding, servicing, and reporting, and significant expense reductions via streamlined processes and integrated platforms. These improvements compound into faster cycle times, higher user adoption, stronger margins, and executive-grade visibility across the customer's lifecycle.
Future‑Ready, Scalable Solutions - Architectures are cloud-native, API-first, and event-driven to scale with demand and adapt to regulatory change. Governance is codified, data is modeled for analytics and AI, and integrations are designed to extend—so new products, markets, or rules can be absorbed without rework. The result is resilience: platforms that evolve as quickly as the business, support multi-cloud expansions, and unlock continuous time-to-value.
A Laser Focus on Personalized Experiences - Every interaction is engineered to build trust. Marketing, sales, service, and care journeys are orchestrated for personalization, security, and measurability—so clients, advisors, members, and patients receive the right engagement at the right moment, on the right channel. Experiences become consistent, compliant, and conversion-ready, elevating retention, NPS, and revenue per relationship.
Real-World Client Success Stories
Hexaview delivers measurable Salesforce ROI across WealthTech, FinTech, and HealthTech with verifiable outcomes.
WealthTech
Hexaview transformed a wealth management firm's operational efficiency by developing ReportWa, a real-time reporting solution that eliminated manual data assembly and reduced reporting errors to near zero. The platform consolidated custodial data, third-party feeds, and portfolio information into automated, audit-ready reports accessible through Microsoft Word and Excel, saving advisors crucial hours daily while ensuring SEC compliance.
Quantifiable ROI delivered:
- Eliminated 200+ manual hours monthly through automated report generation and distribution
- Reduced operational overhead by 37% via data consolidation and workflow automation
- Achieved single-click audit logs with white-labeled, professional outputs that strengthen client trust
- Enabled real-time portfolio monitoring with slice-and-dice analytics for faster decision-making
The solution's cloud-based architecture removed location dependencies while multi-factor authentication ensured enterprise-grade security. For the CEO, this translated into predictable cost savings, accelerated advisor productivity, and enhanced client engagement—turning a manual, error-prone process into a competitive differentiator that scales with AUM growth and regulatory demands.
HealthTech Impact:
Hexaview transformed a US-based healthcare IT company's contact center operations, delivering immediate financial impact through intelligent technology implementation. The Interactive Intelligence CIC platform generated 60-90 seconds of savings per call, translating to 15-20% operational cost reduction across thousands of daily interactions.
Key ROI drivers included:
- 40%+ improvement in first-call resolution through dedicated Client Support Teams
- Eliminated redundant data collection, reducing customer churn and frustration
- Scalable operations supporting revenue growth without proportional staffing increases
- Enhanced patient/client experiences driving referrals and retention in competitive healthcare IT market
For CEOs, this represents direct margin expansion: lower cost-per-interaction, higher customer lifetime value, and operational efficiency that frees resources for core business development. The transformation converted a cost center into a competitive advantage, with measurable improvements in customer satisfaction and streamlined physician support processes that directly support the time-sensitive nature of healthcare operations.
FinTech Impact
Hexaview transformed a leading wealth technology SaaS provider's development lifecycle by implementing an automated testing framework that delivers immediate and compounding financial returns. By leveraging cloud-based parallel execution of 700 test cases within 8 hours—a task previously requiring 109 manual hours—Hexaview accelerated release velocity, enhanced product quality, and significantly reduced operational risk.
Key ROI drivers included:
- 70% reduction in production hotfixes, minimizing costly, disruptive emergency releases
- Early detection of critical trading errors, preventing potential financial and reputational damage
- 100+ hours saved per regression cycle, freeing up engineering resources for innovation
- 3x increase in release velocity, enabling faster time-to-market for new features
For CEOs, this strategic investment in test automation directly translates to margin protection and competitive advantage. By de-risking the development process, Hexaview enabled faster innovation, reduced support costs, and fortified client trust through consistently reliable software. The ROI extends beyond immediate cost savings—operational resilience ensures the platform can scale confidently, while automated validation frameworks protect trading precision and regulatory compliance, safeguarding both client assets and the company's bottom line.
Hexaview consistently delivers Health Cloud transformations, Marketing Cloud orchestration, and enterprise-scale integrations on time, within budget, with measurable improvements in productivity, compliance readiness, and customer engagement. Each solution is architected for security, auditability, and extensibility.
Conclusion:
In a world where regulatory complexity strangles innovation and scale demands to break generic solutions, Hexaview stands apart. We don't just implement Salesforce, we architect competitive advantage through AI-first, automation-driven platforms that turn your toughest challenges into market differentiation.
- CREST-tier Salesforce Consulting Partner with a 4.5+ CSAT score
- 300+ successful projects across 14+ years of domain mastery
- 112% revenue growth and fourth consecutive Inc. 5000 recognition
- Top 100 WealthTech innovator by FinTech Global
We speak about your industry. SEC compliance, HIPAA governance, and KYC/AML controls are embedded by design in every data model, workflow, and integration—so platforms pass audits and scale without rework.
We deliver measurable impact. Health Cloud programs that unify care teams. Marketing Cloud journeys that drive personalized engagement. Enterprise simplification reduces friction and accelerates time-to-value. As a CREST-tier Salesforce partner with a 4.5+ CSAT and 300+ successful projects, Hexaview pairs precision with proof.
We are engineers for tomorrow. Cloud-native, API-first architectures evolve with the roadmap, ready for AI, automation, and new regulatory mandates. Built securely. Built to scale. Built to last.
Nalin Singh Tyagi
Every day, businesses lose millions to disconnected data.
Salesforce changes that equation by connecting every customer's touchpoint into one intelligent growth engine powered by AI, automation, and industry-ready solutions.