Custom Mobile Application Development

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.