Financial Services

Improve business operations and deliver innovative customer experiences using integrated data and applications

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The data economy is exploding, creating challenges as well as opportunities for financial services organizations such as banks, investment banks, insurance companies, stock brokerages. The key challenge is to efficiently manage the variety and volume of data. If done well, organizations have an opportunity to better serve their customers, innovate faster than the competition, and improve operational efficiencies that reduce the bottom line.


In this highly competitive market, customers expect to have services available on-demand across channels. To deliver on this requirement, companies must understand the needs of their customers and deliver them in a timely manner. However, it is becoming increasingly difficult for many financial service providers to quickly integrate data across siloed legacy and cloud applications so they can be innovative and agile in addressing these challenges. Further amplifying the data challenge is the need for financial institutions to harness data – both historical and real-time – from hundreds of data sources from data warehouses, CRM and ERP applications, and streaming services. What’s needed is a way to unify this data into a single source of truth for analysts to derive insights.

Trusted by Leading Financial Services Organizations

Use case: Analytics and business intelligence

Harness the power of data and analytics to better understand customer needs and build solutions that meet their demands. Seamlessly source data from multiple systems, refine and conform the data and then transform it into data-driven insights so companies can quickly adapt to the market changes.


Personalized customer experiences

Leverage customer product and financial history to provide them with recommended products and discounts driving engagement and lifetime value.

Compete with innovation

Financial companies acquire and analyze large amounts of data so that they can help their customers with innovative financial products and make better marketing and product investment decisions which allow them to stay ahead of the competition.

Mitigate business risks

Insights from data help identify inconsistencies with customer’s financial assets in minutes instead of days thus lowering the business risk.

Customer invests in stocks or mutual funds or gets a mortgage from a bank; this sales information is stored in Salesforce Sales Cloud. Sales data along with historical customer purchase risk data and customer data acquired by 3rd parties is integrated and visualized in a dashboard in Tableau to identify new product opportunities.

SnapLogic’s Ultra Pipelines offers real-time speed by integrating streaming data efficiently for analytics empowering more customized financial recommendations to customers.

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Use case: Streamline operations through automation

To stay competitive in this market with growing customer demands, financial providers are automating their end-to-end backend processes from complex processes such as approvals for loans, credit cards, mortgages, to mundane activities such as activity confirmation and fraud alerts thus accelerating delivery of these products to and improving communication with their customers.


Reduce operational costs

Companies need fewer developers with no special expertise to automate integrations between legacy and cloud financial applications, thus reducing costs to build, operate and maintain these integrations.

Increased customer satisfaction

Insurance providers provide an easy and quick way for insurers to file claims by automating the claim submission and approval process leading extremely satisfied customers.

Meet industry regulations

Due to an increasing number of regulations, it is crucial for financial services companies to automate compliance checks so they can continuously monitor and support regulatory requirements for their data and processes. This helps them with audits thus reducing the risk of being out of compliance and avoiding exorbitant fines.

Customer files an insurance claim using web or mobile apps which is stored in a legacy insurance system and also a claim record is entered in the CRM system such as Salesforce along with the customer contact information so the customer can be kept informed about the various steps in the claim approval process. Historical claim activity stored in Data Warehouse is integrated with customer risk data to help with decision making process. Customer is then notified regarding the claim decision. Due to automation and integration, customer is kept informed in each step which increases customer satisfaction.

SnapLogic’s Intelligent Integration Platform provides 500+ pre-built connectors (Snaps) such as Salesforce, Snowflake, Workday, and others to accelerate business transformation by connecting legacy on-prem and cloud financial applications.

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Use case: 360 view of the customer

Customers’ financial data is often fragmented into various siloed data systems which makes it difficult for financial services companies to understand customer behavior and their needs. This is solved by integrating the silos and creating a single view of the customer so they are supported in a more accurate and timely manner.


Omnichannel customer engagement

Track customers’ purchases across various products such as credit cards, loans, mortgages to provide an exceptional experience across multiple channels (web, mobile, in-bank) in order to deliver financial recommendations to customers.

New revenue streams

An integrated and unified customer view helps financial services companies to unlock new customer engagements and monetization opportunities, thus meeting the financial needs of the customers and staying toe-to-toe with other nimble competitors.

Speed mergers and acquisitions

Integrating siloed data sources from mergers and acquisitions is key to streamline processes and make crucial business decisions based on a merged view of the customer and business.

Customers buy credit cards, loans, investments in-person at the bank and online via mobile apps. Customers’ contact and their sales information is stored in a CRM such as Salesforce and their historical purchasing activity is stored in a cloud Data Warehouse as AWS Redshift or Snowflake. Banks and other financial institutions are able to offer personalized interest rates by using SnapLogic’s ML Snaps to build a recommendation engine with current purchase data and historical credit payment activity and their credit scores.

SnapLogic’s Intelligent Integration Platform with an easy-to-use AI-powered UI accelerates the transformation and helps them stay competitive in the current markets.

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Connect to applications and data sources such as Vertica, Snowflake, and Salesforce

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“We are now able to gather real-time student feedback and undertake analysis, which prepares us for building a product that helps millions of students.”

Tapan Parekh, Director, Director of Engineering and Architecture at Kaplan Test Prep


Big Data Initiatives

Learn more about how Kaplan is leveraging SnapLogic to drive big data initiatives in this video.

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Case Study

Making the faculty and academia even smarter at Boston University

BU selected SnapLogic to optimize the university’s application submission process for the Admissions and Financial Aid offices, and automate processes like research operations, class scheduling, building access, and others.

Case Study
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