Overview

The Challenge: Disconnected CRMs Creating Chaos

Each advisor used a different CRM or split leads across several. As a result, no single source of truth existed, and the lead data diverged quickly. Syncing systems manually or building per-CRM scripts proved brittle and time-consuming. Data quality suffered, workflows were delayed, and firms struggled to generate accurate reports or provide consistent client service.

The Goal: Deliver Real-Time Synchronization Without Disruption

The company needed a robust and extensible system that replicated lead and client records between CRMs. It had to be real-time, handle multiple data sources, and conform to the business rules of onboarding, contact assignment, and field mapping. Importantly, it had to work within the current toolset, allowing advisors to keep using their CRM of choice without a forced migration.

Our Solution: Embedded Engineering for Long-Term Stability

Working From Within

We integrated directly into the development process, attending sprint planning, shipping code to production, and mentoring junior developers along the way. This enabled full context and trust, leading to faster turnaround and smarter design decisions. Our engineers didn’t just solve problems; they became part of the team that owned them.

Simulating Load and Identifying Failures

We used Go to write synthetic load generators that simulated thousands of lead events per hour. This allowed us to test edge cases and find subtle failure modes in the sync logic before they impacted production. We stress-tested latency under peak conditions and fine-tuned retry logic for APIs with inconsistent behavior.

Refining the Sync Engine

We carefully restructured how events were captured, queued, and processed across CRM integrations. Each event was debounced, retried intelligently, and validated against the firm’s lead logic before write-back. Our system ensured exactly-once processing wherever possible and designed idempotency into every update path.

Leveling Up the Team

Our work included documenting sync flows, exposing internal metrics, writing onboarding playbooks, and offering direct support to onboard new engineers ensuring platform sustainability post-engagement. By the end of our work, every key path in the system had someone internally who could own it with confidence.

Outcomes That Made a Difference

Near Real-Time Data Consistency

Leads and client updates now propagate across all CRMs within seconds, giving advisors a consistent and up-to-date view regardless of platform. The sync system became invisible in the best way possible.

Onboarding Without Headaches

New leads can be onboarded via the firm’s unified interface, with all required fields validated and automatically synced into the CRM the advisor prefers. Errors that used to be caught days later are now caught instantly.

Resilient, Transparent Infrastructure

Failures no longer go unnoticed. The sync system now includes retries, logging, alerting, and dashboards, ensuring observability and fast response. The engineering team can detect and resolve issues before users even notice.

Building for the Future

We left behind a fully documented, extensible architecture, complete with health checks, integration test harnesses, and feature flags. The internal team now has everything they need to support and evolve the platform independently. Adding a new CRM is a configuration task not a rewrite. Compliance and field mapping logic are now modular, versioned, and easy to extend.

Rethinking Staff Augmentation in Financial Services

This project demonstrates what’s possible when experienced engineers join your team not just to write code, but to lead, mentor, and leave your team stronger than they found it. It’s not about headcount it’s about adding capability.
Our embedded engineers didn’t just deliver production-grade code; they helped shape long-term architecture, improve engineering practices, and ensure the team could scale on their own terms.