Onboard Smarter. Comply Faster. Engage Deeper
Seamlessly manage KYC, AML, and customer data natively in Salesforce. Deliver personalized digital onboarding experiences that go beyond compliance.
About Us
At Cloud Square, we redefine digital onboarding by making Salesforce the home of your customer journey. Our platform streamlines KYC (Know Your Customer), AML (Anti-Money Laundering), and customer data management into one seamless experience directly inside Salesforce.
We go beyond compliance by empowering businesses with personalized onboarding workflows, real-time insights, and custom user interfaces that enhance engagement while reducing risk. With native Salesforce integration, Cloud Square ensures faster time-to-value, greater transparency, and scalability for financial services, fintech, and customer-centric organizations.
Our mission is simple: help you onboard smarter, faster, and with confidence without leaving Salesforce.
KNOW THIS FIRST
Some of the best features
Digital Onboarding
Deliver frictionless onboarding directly inside Salesforce with configurable workflows and guided experiences tailored to your business. Collect documents, verify identity, and capture customer data in real time.
KYC & AML Automation
Integrate regulatory checks natively into Salesforce. Automate KYC/AML processes with third-party service connections, ensuring compliance while reducing manual effort and errors
Custom User Interfaces
Engage customers and employees with tailored, branded UIs built on Salesforce Lightning. From identity verification forms to progress dashboards, every screen enhances usability and trust.
Service Integrations
Connect to any external service provider (identity, payment, credit check, fraud detection, etc.) while keeping the experience within Salesforce. Gain flexibility without compromising control.
Why Us...
Salesforce-native from day one
No context switching. Orchestrate onboarding, KYC & AML entirely inside Salesforce.
Accelerated KYC/AML
Auto-trigger IDV, sanctions & PEP checks; reduce manual reviews and cycle time.
Risk & compliance controls
Policy-driven approvals, audit trails, and evidence capture for every decision