Financial Services

Codality's founders have deep financial services experience across insurance, loan management, and wealth management. Here's what keeps tech decision makers up at night:

• Redundant data entry and fragmented customer data scattered across systems
• Integrations that force you to reconcile ancient financial platforms with modern cloud tech
• Regulatory compliance complexity that makes compliance officers question their life choices
• Manual, error-prone processes that should have been automated years ago (we're looking at you, Excel macros)
• Complex architecture where fast-paced internal workflows collide with external systems
  
• Underutilization because implementation skipped proper business analysis or training (classic move)

The founders of Codality have a reputation for solving these problems for Financial Services companies. Real solutions we've built:

• A bespoke multi-custodian-integrated wealth management solution on Salesforce's Financial Services Cloud
• A loan management system with daily interest accrual and disbursement logic
• White glove premium financing and life insurance workflows
• Captive insurance platforms with automated claim and profit allocation
• Fully auto-populated household onboarding document generation integrated with DocuSign
• Automated hierarchy-management solution for permissions management of an IMO's agent support

When you work with us, you're talking directly to the engineers who will architect and build your solution. The person you explain your vision to on Monday is the same person implementing it on Tuesday. This isn't just more efficient, it's fundamentally better. Questions get answered in real-time. Misunderstandings get caught before they become expensive rewrites. That translates to faster time-to-value and lower total cost of ownership.

We've architected and implemented bespoke solutions on multiple platforms. Our middleware integrations aren't duct tape solutions, we orchestrate your disparate systems to flow together seamlessly. We design for the complexity of financial services while keeping solutions maintainable, scalable, and compliant.