Irina Saavedra

I lead compliance-focused Salesforce transformation initiatives across the financial services sector as the Founder of IS Consulting Services — a boutique consultancy and Salesforce AppExchange Partner. My work bridges regulatory frameworks (e.g., DORA, GDPR, MiFID II) with scalable platform architecture.

I developed the proprietary Tri-Layer Architecture, a project framework that ensures platform alignment with regulatory obligations, business processes, and technical design. It has been deployed successfully in engagements with EU-regulated banks and insurance clients.

Key capabilities include:

– Salesforce FSC and multi-cloud implementation strategy

– Risk, onboarding, and data governance process alignment

– Compliance-led solution design and project scoping

– Advisory services to Salesforce partners across DACH/CEE

My practice combines 15+ years of institutional banking experience (Merrill Lynch, Bank of Cyprus) with hands-on Salesforce consulting and regulatory transformation expertise. I deliver executive-level insight, platform governance, and scoped solution offerings to regulated clients and SI partners.

Held senior roles in corporate banking and financial advisory, leading strategic growth, client acquisition, and portfolio structuring initiatives across Europe and emerging markets. Advised institutional and HNW clients on cross-border lending, risk structuring, and investment strategies.

I was responsible for originating and managing large-scale credit portfolios, executing M&A-related financial due diligence, and overseeing deal structuring for clients in regulated industries.

This phase of my career also marked my deep exposure to operational transformation, compliance controls, and the early digitalization of customer engagement and onboarding processes.

Notable contributions:

– Originated multi-million EUR cross-border lending and investment projects

– Led strategic restructuring of commercial banking portfolios during regulatory shifts

– Partnered with internal digital and compliance teams to streamline CRM, KYC, and onboarding

– Managed strategic client relationships at board and executive level

This experience now underpins my ability to translate compliance and business needs into actionable Salesforce and digital transformation strategies — especially in regulated environments.