Financial Services

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

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.

Use cases

Analytics & business intelligence

Streamline operations through automation

360 view of the customer

Trusted by Leading Financial Services Organizations


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.

Integrate customer transactions with your data warehouse and databases for identifying new product innovations.

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

Automate flow of customer claims into CRM, data warehouse and customer portal for streamlined operations and better 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.


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.

Provide comprehensive of the customer by integrating activities from credit cards, loans, CRM, ERP and data warehouse.

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

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“Digital transformation is a vehicle for growth at Hampshire Trust Bank. And SnapLogic is essential to that transformation.”

Russ Fitzgerald, CIO, Hampshire Trust Bank

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