Date: February 13th, 2025
Location: Tallahassee, FL
Stack Intelligence is proud to announce a multi-year partnership with the Florida Department of Financial Services (DFS) to implement a next-generation collateral management platform. This initiative will replace DFS’s legacy iCAP/eCAP system, introducing modern automation, real-time reporting, and secure data integration to streamline financial oversight.
Under this contract, Stack Intelligence will leverage Salesforce to provide Florida DFS with a scalable and user-friendly solution for monthly reporting, trust business oversight, QPD management, and more. The implementation is designed to support long-term efficiency and regulatory compliance across DFS operations.
Key project highlights include:
- Automated Workflows & Notifications: Financial institutions can securely submit monthly reports and compliance documents directly through an online portal.
- Enhanced System Integration: A daily data feed from custodians (including Clearwater) ensures real-time synchronization of critical collateral records.
- Improved User Experience: DFS staff and external stakeholders (e.g., QPDs, trust businesses) will benefit from an intuitive interface, reducing manual tasks and paper-based processes.
“We’re excited to partner with the Florida DFS on this multi-year modernization effort, helping them transition from iCAP/eCAP to a fully integrated Salesforce platform,” said Ayesha Najmi, President at Stack Intelligence. “This initiative will not only enhance efficiency for DFS staff but also create a more seamless experience for the financial institutions they serve.”
About Stack Intelligence
Stack Intelligence is a certified Salesforce Partner specializing in end-to-end digital transformation for public agencies, financial services, and beyond. The team focuses on Salesforce solutions for public agencies, financial services organizations, and other operationally complex environments.
For more information, feel free to contact us.
