"Our Salesforce team can now fully automate Salesforce data integration by building pipelines to prep and load data themselves. They don't need IT anymore, and they love it."
Adam Hooper
Head of Central Platforms, DPD UK
Data Integration for Financial Services
Replicate core banking and investment systems, standardize counterparty files, and give analysts low-code tools, with the audit trails and access controls your regulators expect.
Trusted by 1,100+ data and ops teams saving millions of IT tickets with Integrate.io
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Financial services data challenge
On-prem cores, partner files, and reports that are due on time.
Banks, credit unions, lenders, and investment firms run on a mix of on-prem systems, cloud apps, and counterparty files, and every report depends on pulling them together.
On-prem cores that need VMs to replicate
Replicating Oracle or SQL Server to the cloud often means running and patching a separate VM just for the integration tool.
Counterparty files change shape
Borrower, servicer, and counterparty files arrive as Excel, CSV, and XML in a slightly different format each time.
Analysts stuck in desktop tools
Business users prep data by hand in spreadsheets and desktop tools because the pipeline team can't take every request.
Capabilities
One platform for engineers and analysts, built for regulated data
Replicate core systems with CDC, standardize partner files, and give analysts low-code tools, with audit trails IT can review. Razorhorse Capital cut market-map preparation from two weeks to one hour.
CDC from on-prem cores, no VM to manage
Replicate Oracle and SQL Server to Snowflake, BigQuery, or Redshift as often as every 60 seconds over an outbound reverse SSH tunnel.
A saved mapping for every counterparty
Map each partner's file layout once, validate every row, and route bad rows to review instead of failing the whole load.
Low-code prep for analysts
Joins, pivots, and fixed-width parsing in a visual builder, so analysts stop rebuilding reports by hand while engineers keep SQL and Python.
Audit trails and access control
SOC 2 and GDPR compliance, encryption, role-based access, SSO, and full run history for internal audit and regulators.
Why Integrate.io Read story
Hands-on teams move faster. IT still sees and controls the work.
Analysts, operators, and engineers can build the pipelines they need, while IT keeps access, standards, and visibility in place.
Fixed-fee pricing
Predictable pricing for growing data work, without tying budget to every row, sync, connector, or client.
IT stays in control
However a pipeline is built, it runs with the same role-based access and audit trail, so IT can see who changed what.
White-glove service
A dedicated Solution Engineer guides implementation and production work alongside 24/7 support.
Explore the Platform
Use Integrate.io as the end-to-end data pipeline platform for data management, or plug its modular components into the stack your team already prefers.
40,000+ hours saved. Your turn?
“The Integrate.io Platform is a great ETL & Data Transformation Solution! Connecting Salesforce, Hubspot, Google Analytics, Facebook Ads, etc... has never been easier.”
Meir Gold
Growth | Analytics Manager
“Awesome ELT Tool. No code tool, easy to set up/use, nice schedules, price balance!”
Diego Polo
Business Intelligence Architect
“Best Customer Service Ever! They have been the best customer service team I have ever worked with from an outside vendor. Always very responsive, and go above and beyond to resolve issues or instruct on the product.”
Matthew Pratt
Analytics Manager
Connect the systems your data depends on
Managed sources and destinations, a universal API connector for custom systems, and new connectors built on demand within 24 to 48 hours.
Ready to modernize how financial data moves?
Book a demo and see CDC, file validation, and analyst prep on your own data, with a Solution Engineer.
Book a Demo
FAQ
Frequently asked questions
Clear answers to the questions teams ask when evaluating Integrate.io.
Still have questions?
Book a Demo →Is Integrate.io fully cloud-based, or do we need to run a VM?
It's fully managed SaaS, with no VM or server to install. On-prem databases connect through an outbound reverse SSH tunnel.
How do you connect to an on-prem Oracle database without opening the firewall?
The reverse SSH tunnel starts the connection from inside your network, so no inbound ports need to open.
Do you capture deletes?
Yes. CDC replication captures inserts, updates, and deletes from supported databases such as Oracle and SQL Server.
Can we migrate from Matillion or Talend?
Yes. Your Solution Engineer leads an assisted migration, converting existing jobs and validating the results before you switch over.
Can we keep pipelines in version control?
Yes. Pipelines export as JSON, so you can store them in GitHub alongside the rest of your code.