CloudFiles for Financial Services
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.
Trusted by the best in the Business
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
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.
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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.
Key Document Types We Handle
Securely manage critical financial documents with full metadata control, automation, and compliance.
Identity Documents
Automate client onboarding by extracting and validating personal information (e.g., SSN, ID, Passport). Trigger account creation, risk checks, and compliance flows directly from the record.
Insurance Claims
Capture incoming documents from agents or clients, validate completeness with AI, and route them through approval workflows — improving claims turnaround time.
Loan Applications
Capture borrower data, manage supporting docs, and automatically validate or flag missing information. Trigger loan review or checklist flows.
Tax Documents
Parse income and deductions from returns or W-2s to support mortgage, business loans, or advisory inputs. Attach validated data to CRM records.
Bank Statements
Ingest and summarize bank statements with AI. Highlight deposits, balances, and spending behavior. Auto-tag risks and sync summaries to records. (Coming soon)
Pay Stubs
Extract income data (gross, net, YTD) and employer details to validate borrower eligibility for loans, benefits, or insurance underwriting.
Purpose-built solutions for fast-moving financial institutions.
Client Identity Verification & Onboarding
Automate data extraction and record creation during client onboarding. Help financial institutions meet regulatory requirements by automating the collection and validation of identity documents during onboarding.
- Extract data from U.S. IDs like driver’s licenses, utility bills, SSN cards, and W-9s
- Auto-create client records and trigger CIP/OFAC checks via Salesforce flows
- Validate completeness and flag exceptions via flows
Income Verification for Lending & Insurance
Speed up credit and underwriting decisions by automating income data capture from pay stubs and tax forms. Ideal for mortgage lenders, credit unions, and life insurers.
- Extract gross/net pay, YTD earnings, and employer info from pay stubs and W-2s
- Push structured data into Salesforce for automated credit scoring or premium calculation
- Flag discrepancies and auto-route for secondary review
Compliance Monitoring & Audit Trails
Ensure regulatory readiness with structured document tracking and naming enforcement. Meet FINRA, SEC, and CFPB requirements with built-in audit capabilities.
- Auto-log every document upload, edit, or deletion inside Salesforce
- Enforce folder structure, naming rules, and retention policies by product or region
- Generate exportable logs for audit teams and regulatory reviewers
Insurance Claims Intake & Routing
Streamline claims intake by extracting document data, checking completeness, and generating case summaries or notification letters.
- Detect missing claim docs (like FNOL or supporting photos) and extract key fields
- Auto-generate acknowledgment emails or adjuster assignment letters
- Route organized claim files to the appropriate handlers
Loan Document Organization
Organize loan files with intelligent folder creation and generate borrower-facing forms or approval letters with dynamic data.
- Create structured folders for each loan in external storage with rule-based tagging
- Generate loan application forms, disclosures, or approval letters with Salesforce data
- Validate file completeness and auto-prompt missing items
Guides, Case Studies & More
From real-world case studies to actionable guides — dive deeper into how leading firms streamline document workflows inside Salesforce.
Case Study - BDA Partners
Discover how BDA Partners streamlined document management, enhanced compliance, and improved operational efficiency with CloudFiles' tailored financial solutions
Case Study - Fresh Consulting
Discover how Fresh Consulting Improved Sales-to-Service Handover Efficiency by 35% using CloudFiles with Salesforce
Case Study - Diversified Fall Protection
Discover how Diversified Fall Protection enhanced document approval efficiency by 50% by using CloudFiles with Salesforce
Loved by Teams. Backed by Results.
Don’t just take our word for it—take theirs...
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
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