Automating Salesforce DevOps for Latitude Financial Services

Summary

Explore how Latitude Financial Services transitioned its core lending operations from a legacy mainframe to Salesforce and overcame the deployment bottlenecks of manual change sets. With Copado, Latitude orchestrated their CI/CD pipeline, achieved a reliable six-week delivery cadence, and compressed massive annual system upgrades from three months down to just six weeks – increasing internal morale and ensuring a seamless customer experience.

Salesforce products:
Salesforce
About

Latitude Financial Services is a leading financial institution in Australia and New Zealand, providing personal loans, motor loans, and credit cards. To support its mission of driving business growth and delivering a frictionless customer experience, Latitude delivers a highly available core lending platform to manage everything from loan originations to daily payments.

Numbers:
2.5 million+
customers
900+
employees
Table of contents

Results with Copado

98% +

Production Deployment Success Rate

50%

Reduction in Platform Upgrade Time

Zero

Release-Related Hypercare Incidents

6-week

Delivery Cadences

Automating Salesforce DevOps for Latitude Financial Services
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Manual Processes Impacting Latitude’s Salesforce Migration

Latitude Financial Services transitioned its personal loan operations from a 20-year-old legacy mainframe to a modern Salesforce core platform utilizing Symphonics by Q2. The team orchestrated this initial 18-month migration across Australia and New Zealand. Using manual Salesforce change sets created significant operational friction. Deployments consumed weekends, lacked traceability, and resulted in success rates estimated at just 60 to 70%. Following the migration, Latitude realized that these manual processes weren’t sustainable for ongoing updates. If a deployment failed, the manual bottlenecks created immense stress for developers and, As Wilfred Chuei, Head of Technology Delivery stated, “it can have an impact on customers in terms of their ability to access the system, i.e. make applications and log on to the system to check their accounts." And the manual bottlenecks created immense stress for developers.

" From a worker perspective, it definitely puts additional strain on them... mentally because of the concern or the stress that you have about the success of a particular release. "

Wilfred Chuei

Head of Technology Delivery

Key Challenges

Upgrade Bottlenecks: Mandatory annual Q2 Symphonics version upgrades required 3 months of full regression testing, stalling operations and creating pent-up demand.
Low Deployment Confidence: Manual change sets expired after 180 days, offered no auditability, and frequently resulted in errors that required significant rework.
Risk to Customer Experience: Failed deployments caused batch errors, impacted customer loan balances, and threatened the uptime required for core banking services.

Automating Core Lending Systems with Copado's CI/CD Orchestration

‍Realizing that manual change sets were unsustainable for its banking platform, Latitude evaluated the market and quickly identified Copado as the clear leader in Salesforce CI/CD orchestration. Guided by Copado's architecture team, Latitude implemented Copado with minimal disruption to their ongoing development momentum. By centralizing release management, Copado gave Latitude the robust traceability and coordination required to confidently execute complex core banking deployments. To further accelerate delivery, Latitude paired Copado's orchestration with Copado Robotic Testing, building a regression suite of nearly 6,000 automated test cases.   

This automation-first approach transformed Latitude's release capabilities. Copado streamlined validation, caught errors early, and increased production deployment success rates to over 98%. Wilfred stated that, “You go into releases with a higher degree of confidence. And so, from a morale perspective, it definitely has been a huge boost.” By eliminating tedious manual tracking and weekend-long deployment struggles, Copado provided the predictability needed for this improvement in developer morale and output.

"Copado streamlines that entire process for us quite significantly to the point I think in today's world we have limited to no in-deployment issues."

Wilfred Chuei

Head of Technology Delivery

Accelerating Loan Lifecycles with Reliable Six-Week Delivery Cadences ‍

Copado’s modern DevOps capabilities empowered Latitude to move from infrequent, stressful releases to a highly reliable six-week delivery cadence. This operational agility means the business no longer faces deployment bottlenecks or change freezes. Most notably, Latitude successfully compressed its massive annual Q2 Symphonics upgrade from a three-month ordeal to a streamlined six-week process. Because Copado ensures stability in the background, Latitude can guarantee high availability for its loan origination and payment services, delivering customers with a frictionless banking journey, whether they’re applying for a personal loan or managing payments.   

Benefits of Latitude's modernized CI/CD pipeline include:

  • Accelerated Platform Upgrades: Reducing the annual Symphonics version upgrade time by 50%, minimizing business disruption.   
  • Zero Hypercare Incidents: Achieving a 98%+ deployment success rate with next to no release-related incidents in the past year.  
  • Automation-First Testing: Automating 60% of test scenarios with thousands of robotic tests, significantly reducing defect leakage.   

By removing the friction of manual testing and deployments, Copado successfully delivered a stable, high-performing CI/CD engine that allows Latitude to focus entirely on driving financial growth.

"With the amount of structure that we've been able to put into the process, we've been able essentially to achieve a six-week delivery cadence... our output as a team has significantly increased since we've jumped on board with Copado."

Wilfred Chuei

Head of Technology Delivery

Embracing AI to Pioneer the Future of Financial Services

The success of Copado has solidified it as a vital component of Latitude's technological foundation, with developers proactively seeking Copado certifications to advance their careers. Looking ahead, Latitude is focused on leveraging AI to further accelerate software delivery. After successfully implementing Agentforce to automate manual loan QA checklists, the team envisions integrating AI-based code scanners directly into the Copado pipeline. With Copado, Latitude aims to create a fully unified, intelligent CI/CD pipeline that maximizes developer productivity to deliver innovative, highly reliable financial products to their customers.

"I think a natural progression for the Copado product and for our relationship would be to bring more and more of those AI capabilities directly into Copado so that we can become even more productive than we are today."

Wilfred Chuei

Head of Technology Delivery

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