Salesforce Data Analysis Settles Fintech Revenue-Sharing Dispute

A revenue-sharing dispute between a fintech company and a referral agent has been settled out of court, thanks in part to expert analysis of Salesforce data by FTI Consulting.

The dispute centered on how fees should be calculated and distributed after the Paycheck Protection Program (PPP) concluded during the COVID-19 era. The fintech company had claimed that the agent received excessive payments, but a comprehensive review of the agent's data flow and historical backups, conducted by FTI Consulting, revealed discrepancies in reporting and identified weaknesses in opposing expert reports.

The analysis, which included a detailed narrative explaining Salesforce's role in fee calculations, report generation, and data management, provided clear, actionable evidence to support the agent's position. This ultimately led to an out-of-court settlement for a fraction of the disputed amount.