CloudFiles for financial services
In financial services, the slowest part of a deal is rarely the decision. It is the paperwork holding up the record. CloudFiles runs that work inside Salesforce, so loan officers, underwriters and advisors keep up with clients.
From chasing loan files to finding them filed in Salesforce
Financial services runs on documents that carry a client's money, identity and trust. When they live in inboxes and attachments, every step waits on someone. CloudFiles moves that work into the Salesforce records your teams already use.
The manual way
- In retail banking, onboarding specialists compare each uploaded ID against the party profile by hand, so party profiles sit at the document validation stage and new accounts open days late.
- In mortgage lending, loan officers retype pay stubs and W-2s into each loan applicant's income and employment records, so residential loan applications queue for underwriting.
- In insurance, adjusters dig photos, police reports and repair estimates out of Email-to-Case threads full of duplicates, so the claim waits and policyholders call to chase.
- In wealth management, advisors open each member's person account to gather statements, because files do not roll up to the household, and review prep eats time meant for clients.
- In asset management, investor relations teams scroll a flat files list on each investor's account for the right subscription agreement, and investor questions sit unanswered.
- In investment banking, deal teams chase the latest diligence files during the execution stage. Copies sit in inboxes, SharePoint and the deal record, so the wrong version goes out.
- In title and escrow, escrow officers email closing packages from the opportunity to every lender and agent contact, then lose hours on calls confirming who has actually opened them.
- In payments, compliance analysts open every document checklist item on a merchant's application form to see what is still new or pending, and the merchant waits to go live.
- In equipment finance, lease officers dig signed leases out of inboxes to attach to the opportunity, so the contract sits in draft and funding waits on paperwork.
The CloudFiles way
- New accounts open on schedule, because each uploaded ID arrives already checked against the party profile, which clears the document validation stage without a side-by-side.
- Residential loan applications reach underwriting sooner, with each loan applicant's income and employment records already filled from the uploaded pay stubs and W-2s.
- Claims keep moving, because every emailed photo, police report and estimate lands in its case's own folder, named and sorted, with no email thread left to dig through.
- Advisors walk into every review prepared, because each household has one folder holding every member's statements and agreements, opened from the household record.
- Investors get answers straight away, because each subscription agreement sits in its own folder on the investor's account with its key terms already in fields.
- Deals move through the execution stage without the chase, because every current diligence file sits in the financial deal's own folder, opened from the deal record by the deal team.
- Closings stop waiting on confirmation calls, because each party gets a secure link from the opportunity and every view is tracked right there on the record.
- Merchants go live sooner, because each upload is sorted to its document checklist item as it arrives and the application form shows what is still missing.
- Leases fund on time, because the agreement goes out from the opportunity and the signed copy comes back to it, ready to activate the contract.
Tailored for every financial services sector
A page for each part of the industry, from banking and lending to commercial and equipment finance.
Banking & lending
Loan applications, account-opening forms, IDs and signed loan agreements, kept with the account from application to close.
Mortgage
Pay stubs, bank statements, appraisals and closing packages, organized on each loan from first application to funding.
Insurance
Claims correspondence, agency claim bundles and policy documents, each tied to the case or policy it belongs to.
Wealth management
Onboarding forms, advisory agreements and quarterly statements for every client relationship an advisor manages.
Asset management
Subscription agreements, investor correspondence and investor statements, organized by fund and by investor.
Investment banking & capital markets
Diligence files, engagement letters, deal agreements and closing packages, organized by deal from mandate to close.
Title, escrow & settlement
Title commitments, escrow instructions, closing disclosures and settlement statements for every transaction you close.
Payments & regulated fintech
Merchant applications, KYC files and merchant agreements, carried from first application through to an activated account.
Commercial & equipment finance
Lease applications, equipment invoices, titles and lease agreements, all held together on the lease they support.
Document automation that fits how financial services teams work
Works from the record your team has open
Loan officers, underwriters and advisors handle documents from the Salesforce record they already work in. No separate app to log into, and no leaving the record.
Your admin builds it in Salesforce Flow
Every document step is a Salesforce Flow action, so your admin sets up a process and changes it later without custom code or a developer.
People review what matters before it is written
You decide which runs pause for a person to check before anything is written to Salesforce, and every run is tracked on its own record.
Reads the documents clients actually send
Phone photos of IDs, scanned statements and handwritten forms are read like clean PDFs, in many languages, so nothing is retyped into a Salesforce record first.
One vendor for the whole document process
Filing, reading and producing documents come from one vendor, so there is one package in your Salesforce org, one security review and one support team instead of three.
One setup for every team in the firm
The loan desk, the claims team, the advisory practice and the deal team each get their own folders, templates and processes in the same Salesforce org.
Every financial services document, from arrival to signature
Document Management & Sharing, Document AI and Document Generation work together inside Salesforce, so a file is filed, read and turned into the next document on its own record, with no handoff between tools.
Document Management & Sharing
Every account, loan, claim and fund gets its own folder when its record is created, and the permissions already set in your storage are respected. Share securely with clients, and keep files in SharePoint, Google Drive, Azure Blob, Amazon S3 and more.
Document AI
Runs the work around each document: sorts bank statements, IDs and claim forms by type, splits combined PDFs, matches each file to the right record, answers questions about it, checks for signatures and missing documents, then updates Salesforce.
Document Generation
Builds loan agreements, policy documents and client statements from Word, Excel, PowerPoint and PDF templates filled with live Salesforce data, one at a time or in bulk, then routes them to e-signature.
Built to work alongside Salesforce Financial Services Cloud
Financial Services Cloud automates your client relationships, from households and financial accounts to loan applications and claims. CloudFiles runs natively inside Salesforce and installs from AppExchange. It automates the document work around each client, wherever those documents sit in your org. Salesforce knows the client, and CloudFiles handles every document about them.
Stay industry compliant
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK and AU. Your files stay in your own storage. CloudFiles never re-hosts them, and they are not used to train our AI models.
Frequently asked questions
Salesforce stores files and attachments, but on its own it does not organize, read or produce documents. CloudFiles adds all three inside Salesforce. Every account, loan or claim gets its own folder. Incoming documents fill in the right fields, and agreements and statements are built from record data.
Yes. CloudFiles connects Salesforce to the storage you already use, whether that is SharePoint, Google Drive, Azure Blob, Amazon S3 or another provider. Loan files, claims and client documents open from the Salesforce record, and each user sees only what their storage permissions allow.
With templates built in Word, Excel, PowerPoint or PDF and filled from live Salesforce data, related records included. A loan agreement, policy schedule or client statement is produced from one record in a click, or for a whole list of records at once in the background.
Yes. A generated loan agreement, advisory agreement or lease goes straight out for e-signature, with signers and signing order set from the Salesforce record. The signed PDF comes back to Salesforce when signing is complete.
Each upload can be sorted by document type and checked against the list of documents the loan needs, so the record shows what has arrived and what is still missing. Processors see the gaps on the loan record instead of opening every file to find them.
Yes, with CloudFiles. It reads bank statements, pay stubs, W-2s and tax returns, printed or scanned, and fills in the matching fields on the Salesforce record, with a confidence score on each field so a reviewer knows what to check.
Yes. Clients, borrowers and brokers upload through a secure file request link or your Experience Cloud site, and each file lands in the folder of the Salesforce record it belongs to, with no attachments emailed back and forth.
Yes. CloudFiles encrypts data with TLS 1.2 or higher in transit and AES-256 at rest. Links shared outside the firm can also require a password or email verification and expire on a set date or after a set number of views.
No. CloudFiles adds document work on top of Financial Services Cloud and leaves its data model as it is. A Salesforce system administrator installs the managed package from AppExchange, into a sandbox first or straight into production.
See CloudFiles handle your financial paperwork
Bring a real loan file, claim or client statement to the demo, and see where the manual steps drop out of your Salesforce process.