CloudFiles for Financial Services: Smart, Secure & Compliant
In financial services, precision, security, and efficiency are non-negotiable. CloudFiles empowers banks, insurance firms, and wealth management companies with seamless document automation, AI-driven compliance, and effortless client collaboration.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Why CloudFiles for Financial Services?
Automate KYC, accelerate loan processing by 50%, secure financial data with AI-driven compliance—CloudFiles makes financial services faster, smarter & safer.
Automate Document Workflows
Accelerate loan approvals, streamline underwriting, and eliminate manual paperwork with AI-powered automation.
Effortless KYC & Compliance
Reduce compliance burdens with automated KYC form processing and built-in security standards like SOC 2, GDPR, ISO 27001 etc.
Faster Quote & Proposal Generation
Save 50% of the time on generating customized quotes, contracts, and investment proposals while maintaining brand consistency.
Secure File Sharing & Collaboration
Enable advisors, bankers, and clients to securely share, sign, and access documents with real-time tracking and access controls.
AI-Powered Data Extraction & Processing
Cut manual data entry by 80%—let AI extract key financial information from tax returns, bank statements, and compliance reports.
Meet Global Financial Regulations
Stay ahead of audits and compliance with industry-grade encryption, SOC 2 certification, and automated access logs.
.svg)
Stay Industry Compliant
Always.
Certified, verified, and tailored for Financial Services industry. Our security and compliance controls meet stringent standards like HIPAA for healthcare and SOC 2 for finance. Independently audited, we ensure your data stays protected while you focus on what matters most.
Tailored for Every Financial Sector
Solutions Built for Banking, Insurance, Wealth Management & More
Banking & Lending
Automate loan origination & approval workflows. Enhance mortgage & credit document processing. Securely manage & share sensitive financial data
Insurance
Simplify underwriting & policy generation. Automate claims processing & compliance checks. Enhance customer onboarding with digital document workflows
Wealth & Asset Management
Manage client portfolios with secure document sharing. Automate investment proposals & financial reporting. Track approvals & compliance across financial documents
Accounting & Auditing
Streamline audit trails & financial statement processing. Automate invoice approvals & expense reporting. Securely collaborate on tax filings & financial audits
Real Solutions, Proven Impact
Discover how BDA Partners streamlined document management, enhanced compliance, and improved operational efficiency with CloudFiles' tailored financial solutions
CloudFiles is a game-changer for Financial Services
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
"CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."
Jeremy Ahoyo
Atlante
"CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"
Vishal Talpallikar
Aviva
"CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"
Irwin Mencias
Mālama Solar
"CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."
Latha Davuluri
W. R. Grace & Co.
"Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"
Mark Salib
BDA Partners
"CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."
Adam Ady
Anteriad
"CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."
Oscar Chacón
Sagicor Financial Corporation
"CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce."
Victor Villalobos
The Financial Interior, LLP
"Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"
Ed Pashkin
Rainforest Alliance
Book Your Personalized Demo
You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.
Book a DemoUse-Cases By Industry
Legal
© 2025 CloudFiles. All Rights Reserved.