Case Study: Leading US Wealth Management Firm cuts error-prone daily data processing from 12 hours to 41 minutes with CloverDX

Turning 12 hours of error prone data processing to 41 minutes of accuracy

A financial services firm built a Salesforce‑based platform to give advisers a 360° view of clients and scale growth by onboarding competitors as customers. Their DIY, spaghetti-code ETL was struggling with tens of millions of records daily—loads that peaked at 12 hours and produced error rates as high as 50%—making reliable daily updates impossible and blocking the company’s expansion plans.

The company selected CloverDX for its product and hands‑on support, replacing the homegrown tool and reworking data sequencing and validation. The result: daily processing times fell from 12 hours to 41 minutes, loading errors were eliminated, integrations that once took months now take days, and the business can refresh data multiple times a day and onboard roughly twice as many customers.