You will get full financial compliance suite for Australian licensees
Project details
ComplianceHIppo is the complete compliance suite for Australian Financial Services and Australian Credit Licensees.
ComplianceHippo is entirely built on the Salesforce platform, ensuring unrivalled security, reliability, and one of the largest online app marketplaces. I created ComplianceHippo in 2021 and I maintain it and update it continuously based on client feedback.
>> Licensee management:
Manage and keep track of overall licensee information: licensing and regulatory information (ABN, ACN, etc.), financial authorization types, jurisdictions, AFCA and APRA renewals, employees, representatives, clients, and more.
>> Meeting management:
Centralised record keeping for meeting documentation. Prepare, manage, and follow up on all types of meetings, including compliance committees, investment committees, training committees, etc.
>> Registers:
Keep track of all your registers: Alternative remuneration, breaches, complaints, incidents, and much more.
>> Document and file management:
Maintain control of critical documents, such as policies and procedures. Keep track of document versions and approvals.
>> Reporting and dashboards:
Dozens of reports that are ready to use.
ComplianceHippo is entirely built on the Salesforce platform, ensuring unrivalled security, reliability, and one of the largest online app marketplaces. I created ComplianceHippo in 2021 and I maintain it and update it continuously based on client feedback.
>> Licensee management:
Manage and keep track of overall licensee information: licensing and regulatory information (ABN, ACN, etc.), financial authorization types, jurisdictions, AFCA and APRA renewals, employees, representatives, clients, and more.
>> Meeting management:
Centralised record keeping for meeting documentation. Prepare, manage, and follow up on all types of meetings, including compliance committees, investment committees, training committees, etc.
>> Registers:
Keep track of all your registers: Alternative remuneration, breaches, complaints, incidents, and much more.
>> Document and file management:
Maintain control of critical documents, such as policies and procedures. Keep track of document versions and approvals.
>> Reporting and dashboards:
Dozens of reports that are ready to use.
Project Type
Financial ConsultingWhat's included $9,500
These options are included with the project scope.
$9,500
- Delivery Time 21 days
- Number of Revisions 3
46 reviews
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RK
Ruby K.
Nov 10, 2025
Salesforce Consultant
Working with Sami has been a great experience. He brings deep Salesforce expertise and a strong understanding of complex automation and integration setups. Throughout our engagement, he demonstrated excellent communication, reliability, and technical precision. He quickly understood our business processes, proposed thoughtful solutions, and implemented improvements efficiently. He’s a true professional who takes ownership of his work and consistently delivers high-quality results. Highly recommended for any Salesforce customization or optimization project.
RK
Ruby K.
Nov 10, 2025
Finance Salesforce Consultant
Working with Sami has been a great experience. He brings deep Salesforce expertise and a strong understanding of complex automation and integration setups. Throughout our engagement, he demonstrated excellent communication, reliability, and technical precision. He quickly understood our business processes, proposed thoughtful solutions, and implemented improvements efficiently. He’s a true professional who takes ownership of his work and consistently delivers high-quality results. Highly recommended for any Salesforce customization or optimization project.
RK
Ruby K.
Nov 10, 2025
Finance Salesforce Consultant
Working with Sami has been a great experience. He brings deep Salesforce expertise and a strong understanding of complex automation and integration setups. Throughout our engagement, he demonstrated excellent communication, reliability, and technical precision. He quickly understood our business processes, proposed thoughtful solutions, and implemented improvements efficiently. He’s a true professional who takes ownership of his work and consistently delivers high-quality results. Highly recommended for any Salesforce customization or optimization project.
KG
Kevin G.
Apr 1, 2025
Salesforce expert to implement changes to our Salesforce environment
Sami is wonderful to work with. We worked together for many years as he helped supplement my team of one to support > 20 active users. From basic user permissions to integrations, and advanced flow configurations, he brings an exemplary level of professionalism and mastery of SFDC that was wonderful to rely on as a thought partner and contractor.
TH
Tim H.
Nov 26, 2024
Phase 3 Salesforce Development
Sami always completed work on time with the highest degree of professioanlism,. He is a true Salesforce expert with high integrity, great communication skills, and very deep understanding of how to map businees processed to the Salesforce platform. I'd hire him again anytiime and would reccoment him without hesitation.
About Sami
10x Certified Salesforce Architect and Consultant
100%
Job Success
Mont-Royal, Canada - 8:19 am local time
Salesforce Certified since 2010 ✅
🎓 Certified Sales Cloud Consultant
🎓 Certified Service Cloud Consultant
🎓 Certified Data Architect
🎓 Certified Account Engagement (Pardot) Specialist
➡️ Plus 6 more Salesforce certifications 🎓 and 170+ Badges 🏆
👇 Check out my video 👇
👇 Check out my portfolio 👇
🎓 MBA from Duke University, North Carolina
🎓 Certified practitioner/consultant on Salesforce, Google Cloud, and Amazon Web Services
🎓 Fluent in English and French
You're in good hands! I have 15 years of consulting experience helping companies of all sizes, from 3 to 300 employees. I lead consulting engagements and helped dozens of customers in Europe and Australia improve their sales and service operations by streamlining and digitizing their processes.
"Sami is in a different league altogether as a stand-out, top calibre freelancer and simply outstanding Salesforce.com GURU." -- actual client feedback, October 2019
I pay high attention to detail with focus on end results. I set up customer-centric processes and data-driven KPIs.
I specialize in B2B and B2G businesses, particularly in financial services (mortgage brokers, lenders, BNPLs, insurance brokers and carriers), technology (SaaS and fintech), and professional services (law firms, recruiting firms, compliance service providers).
I am deeply familiar with the Salesforce technology stack:
- Sales/Service/Experience Clouds
- Account Engagement (Pardot)
- Analytics and reporting
- Integration with MailChimp, DocuSign, Xero.com, Conga, Nintex Drawloop, Zapier, HubSpot, LinkedIn, DiscoverOrg, LeanData, Drift, and much more
- Installation and configuration of AppExchange apps
I specialize in challenging assignments:
- Greenfield and brownfield projects
- Salesforce migration
- Rearchitecting live orgs with zero end-user disruption
- Updating and manipulating large data sets
- Upgrading from Classic to Lightning
Steps for completing your project
After purchasing the project, send requirements so Sami can start the project.
Delivery time starts when Sami receives requirements from you.
Sami works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery
i will document your business processes and objectives through one or more discovery calls.
Customization
I will customize ComplianceHippo to fit your unique business needs.