Cloudity empowers financial institutions to streamline operations, enhance decision-making speed, and improve customer engagement with tailored solutions designed to meet your specific challenges.
Repetitive processes – like claims processing, underwriting, and policy renewals – slow down operations and leave little time for value-added activities.
Disjointed systems and siloed data make it difficult to access real-time insights, hindering decision-making, forecasting, and growth.
Your industry faces constant regulatory change. Staying compliant while managing risk and enhancing customer experiences is a delicate balancing act.
Many companies still rely on outdated, legacy systems that limit scalability and adaptability, making it hard to innovate quickly or serve customers effectively.
In financial services, it’s not just about optimizing operations. It is about being highly responsive to customer needs, from processing claims to adding beneficiaries. We focus on helping our clients meet strict SLAs, stay compliant, and build lasting trust.
In financial services, it’s about being highly responsive to customer needs. We focus on helping our clients meet strict SLAs, stay compliant, and build lasting trust.
Yvann Virvaire
Senior consultant at Cloudity
Over 10 years of experience helping companies work smarter, across regions, teams and systems.
Nest Bank, one of the first banks in Poland to implement Marketing Cloud, faced significant challenges with fragmented data and communication silos, resulting in non-personalized, ineffective marketing.
Cloudity addressed this by implementing a powerful Salesforce Marketing Cloud and Service Cloud integration.
The project established a single source of truth by connecting the internal core banking system directly to Salesforce. This enabled Nest Bank to achieve complex segmentation and build precise Customer Journeys, delivering personalized, multi-channel communication at the customer’s preferred time and channel.
The key benefits were a simplified workflow for sales and marketing teams and a profound ability to understand and effectively engage with their customer base.
From the very beginning, Cloudity perfectly understood our needs, which later translated into implementation time. The planning was excellent! With such a complex project, there was not a single day of delay, which in my experience is extremely rare. Professionalism in virtually every aspect of the collaboration.
Jakub Poręcki
Managing Director at Santander Leasing
Starting a new CRM or digital transformation project in the financial or insurance sector can feel daunting. That is why we offer value-added workshops to help you define your specific goals, navigate complex regulatory requirements, and map out processes that align with industry best practices. We work with you to create a clear, actionable plan tailored to your needs.
Absolutely. We have extensive experience in managing multi-country Salesforce rollouts, especially in industries like insurance and finance, where local regulations and compliance requirements are crucial. We combine global standards with the necessary local adaptations to ensure everything is aligned and compliant.
It depends on your goals, but many of our clients see immediate value in weeks, not months. We focus on high-impact use cases first, then scale.
Yes ! We often step in to clean up what is not working. We run tailored adoption workshops, simplify the user experience, and help your teams actually use the tools you have invested in.
Every day. We are experts in Salesforce solutions. We help financial institutions and insurers use these tools to personalize customer journeys, improve operational efficiency, and manage complex data with ease. Our expertise also extends to integrating Salesforce with financial systems and core business tools.
