The challenge

Crest Capital’s private bankers and external concierge partners emailed trip details that auditors could not reconstruct. Clients wanted white-glove travel support without leaking sensitive account context.

Security, speed, and discretion had to coexist.

What we built

A Experience Cloud portal for bankers and vetted concierge firms, with field-level encryption on travel preferences, approval trails for every vendor booking, and mobile layouts for deskside conversations.

Delivery pace

We went live in three weeks by reusing an existing Salesforce org, limiting scope to travel-desk objects, and pairing bankers with a single pilot desk before wider rollout.

Compliance signed off on the audit pack on first review—and clients now open one workspace instead of forwarding chains.