State Government / Financial Oversight · Salesforce · Experience Cloud · Integration
Florida DFS: Replacing a legacy collateral-management system with automated reporting, secure submissions, and connected oversight workflows
The Challenge
What had to change.
Florida DFS needed to replace its legacy iCAP/eCAP collateral-management system and modernize monthly reporting, trust-business oversight, QPD management, and connected financial oversight processes.
What We Built
The solution, component by component.
- 01
Implementing a scalable collateral-management platform on Salesforce.
- 02
Creating secure online submissions for monthly reports and compliance documents.
- 03
Automating workflows and notifications for DFS staff and external financial institutions.
- 04
Connecting a daily custodian data feed to synchronize critical collateral records.
The Results
What changed after launch.
- The multi-year implementation is designed to reduce manual and paper-based processes.
- The platform will provide real-time reporting and connected collateral data.
- DFS staff, QPDs, and trust businesses will have a more streamlined operating experience.
Clouds & Capabilities
Related Case Studies
More client outcomes.
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