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Success Story
Salesforce & Level Up Development
Ensuring CASL Compliance for Canada’s Largest Bank
Company Profile
- Company: Salesforce
- Website: salesforce.com
- Industry: SaaS / CRM
- Size: 70,000+ employees
Challenge
Canada’s largest bank needed CASL‑compliant email marketing at scale, with potential fines up to $10M for missteps.
Solution
Salesforce & Level Up built a web‑based consent management solution, tightly integrated with the bank’s CRM.
Technology
C#, SOQL, React, JavaScript, REST & SOAP.
Impact
Automated CASL compliance, reduced manual workload, and mitigated multi‑million‑dollar regulatory risk.
The Challenge
When Canada’s Anti‑Spam Law (CASL) took effect in 2014, Canada’s largest bank needed to ensure that every marketing email complied with new consent rules.
With tens of thousands of contacts and the continuous addition of new ones, the bank faced the daunting task of revising its entire email strategy while facing potential fines of up to $10 million for non‑compliance.
Solution Overview
Salesforce engaged Level Up Development to design and deliver a web‑based solution that automated CASL consent verification. The system integrated with the bank’s existing CRM, continuously managing consent status and ensuring that all outbound communications adhered to CASL requirements.
Benefits
Automated Consent Management:
Hands‑off handling of tens of thousands of consents, dramatically reducing manual work and error risk.Seamless Integration:
Designed to complement and extend existing CRM workflows without disrupting day‑to‑day operations.Risk Mitigation:
Ensured email programs were CASL‑compliant, protecting the bank from multi‑million‑dollar penalties.Future‑Ready Compliance:
Built to scale with regulatory change and growth in the bank’s customer base.
“In the middle of development, things happen. It’s a normal part of the project life cycle. So it’s important to have good collaboration as a team, and we have that. I’m really looking forward to working with Level Up in the future. It’s not rocket science. When you know you have a good team, you use them.”
— Vera Cvetkovic, Senior Program Manager, Global Services
Outcome
The CASL compliance solution allowed Canada’s largest bank to adapt quickly to the new law without halting marketing initiatives. The project showcased how a collaborative partnership among Salesforce, Level Up Development, and the bank could address a high‑stakes legal requirement with a scalable, technology‑driven solution—one that now serves as a reference model for other financial institutions.
Level Up Development’s Methodology
Our methodology incorporates the best of Scrum, Design-Thinking, Agile and Lean Practices to ensure we build the right solutions for your unique problems.
Compliance
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