Transforming Government Check Verification with Salesforce
Client Organization
A long-standing client and prominent national banking association, this organization supports U.S. financial institutions through advocacy, policy guidance, education, and digital transformation. Serving a wide spectrum of banks—from community-based institutions to large national players—it offers tools and strategies to navigate regulatory requirements and drive innovation.
Project Brief
As part of an ongoing partnership and broader digital modernization efforts, we delivered a key enhancement to streamline and secure the government-issued check verification process. Previously reliant on manual checks through public portals and fragmented workflows, the process was transformed into a centralized, real-time verification platform built on Salesforce.
This new solution enabled bank staff to instantly verify check authenticity and payee details through a secure, compliant, and fully integrated tool—seamlessly embedded within their existing systems.