Closed Loop Intelligence
Closed Loop Intelligence
Closed Loop Intelligence
In FinTech, the Audit Trail Isn't Optional.
Health Tech Can’t Vibecode
Patient-Critical Compliance.
Health Tech Can’t Vibecode Patient-Critical Compliance.
Regulators don't accept "the AI probably got it right." Cloud Coach governs KYC, onboarding, and compliance data in a closed loop, native to Salesforce, so every record holds up under review.
Regulators don't accept "the AI probably got it right." Cloud Coach governs KYC, onboarding, and compliance data in a closed loop, native to Salesforce, so every record holds up under review.
Easy to Fake a Process. Hard to Survive an Audit.
Easy to Fake a Process.
Hard to Survive an Audit.
Easy to Fake a Process. Hard to Survive an Audit.
AI made it easy to fake a process. It didn’t make it easy to survive an audit. Financial institutions can’t run compliant onboarding on a spreadsheet and a prompt. The data has to stay governed, inside Salesforce.
AI made it easy to fake a process. It didn’t make it easy to survive an audit. Financial institutions can’t run compliant onboarding on a spreadsheet and a prompt. The data has to stay governed, inside Salesforce.
Three solutions. One Salesforce-native platform. Delivery Intelligence threaded through all of it.
Everything Regulated Delivery Demands.
From audit-ready reporting to billing accuracy, regulated delivery cycles, and resource risk.
Four ways Cloud Coach keeps fintech delivery defensible.
01
Prove compliance without the manual audit trail
Reporting & Project Health.
Real-time dashboards governed by your Salesforce security model, audit-ready by default.
Reporting & Project Health.
Real-time dashboards governed by your Salesforce security model, audit-ready by default.
02
Bill accurately without the reconciliation risk
Time, Expense & Billing.
Billable hours and expenses captured directly from delivery, connected to invoicing with no gap.
Time, Expense & Billing.
Billable hours and expenses captured directly from delivery, connected to invoicing with no gap.
03
Run implementations the way your team actually works
Run implementations the way your team actually works
Project Planning & Delivery. Gantt charts, milestone tracking, and task management built for regulated delivery cycles.
Project Planning & Delivery.
Gantt charts, milestone tracking, and task management built for regulated delivery cycles.
Project Planning & Delivery.
Gantt charts, milestone tracking, and task management built for regulated delivery cycles.
04
See resource conflicts before they become delivery risk
See resource conflicts before they become delivery risk
Resourcing & Capacity Management.
Full visibility into who’s assigned, available, and overallocated.
Resourcing & Capacity Management.
Full visibility into who’s assigned, available, and overallocated.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
Delivery Intelligence for Financial Technology
Delivery Intelligence for Financial Technology
Delivery Intelligence for Financial Technology
Your Delivery Data Knows What’s at Risk.
Now it Can Prove It.
Portfolio Visibility is One
Thing. Intelligence is Another.
Fintech delivery teams need more than visibility, they need a system of record that holds up under review. Cloud Coach Delivery Intelligence runs on live Salesforce data, so the answer is always current and always defensible.
Fintech delivery teams need more than visibility, they need a system of record that holds up under review. Cloud Coach Delivery Intelligence runs on live Salesforce data, so the answer is always current and always defensible.
Fintech delivery teams need more than visibility, they need a system of record that holds up under review. Cloud Coach Delivery Intelligence runs on live Salesforce data, so the answer is always current and always defensible.
Stop Guessing on Delivery Risk. Ask Project Copilot.
Ask about implementation status or resource risk and get an answer grounded in live Salesforce data.
See Client Risk Coming with
Customer Signal Intelligence.
Every Customer Signal.
Zero Blind Spots.
Know which client relationships need attention before a renewal or review conversation.
Catch Churn with Customer Signal Intelligence
Every Meeting. Half the Overhead.
AI Meeting Manager.
Every Meeting.
Half the Overhead.
AI Meeting Manager.
Eliminate the overhead around every client and compliance status meeting.
Proven in Fintech
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
“Reporting processes that would take 10 hours have been reduced to under an hour.”
Chris Hannegan
IT Project Manager - Laboratory Integration Services
Exact Sciences
“Cloud Coach has halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Cloudpointe
“Cloud Coach has made us more efficient and more scalable as a company.”
Dan Williams
Co Founder & MD
Comnexa
1 / 9
“With Cloud Coach we lose less time because, at a glance, we can clearly see exactly where we are on any given project. There's now granularity on who needs to do what, and when.”
Paul Antoine
Salesforce Project Manager, JES
Proven in Fintech
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
“Reporting processes that would take 10 hours have been reduced to under an hour.”
Chris Hannegan
IT Project Manager - Laboratory Integration Services
Exact Sciences
“Cloud Coach has halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Cloudpointe
“Cloud Coach has made us more efficient and more scalable as a company.”
Dan Williams
Co Founder & MD
Comnexa
1 / 9
“With Cloud Coach we lose less time because, at a glance, we can clearly see exactly where we are on any given project. There's now granularity on who needs to do what, and when.”
Paul Antoine
Salesforce Project Manager, JES
Proven in Fintech
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
1 / 27
“With Cloud Coach we lose less time because, at a glance, we can clearly see exactly where we are on any given project. There's now granularity on who needs to do what, and when.”
Paul Antoine
Salesforce Project Manager, JES