How a Global Insurer Cut Compliance Audit Time from 3 Weeks to 6 Hours

"We had accepted that audits would always be painful. Celumai showed us that the pain was entirely caused by bad data architecture, not regulation. The new system made our compliance team look like heroes."

— Chief Compliance Officer, Tier 1 UK Insurer

FCA audit preparation required manually extracting data from Salesforce, three legacy systems, and spreadsheets maintained by individual compliance officers. The process took 22 business days and involved 14 staff.

We redesigned the FSC data model to capture every client interaction with full regulatory metadata at the point of entry. A custom audit pack generator in Salesforce now produces a complete, FCA-ready report in a single click.

Audit preparation time dropped from 22 days to 6 hours. Compliance team headcount on audit tasks reduced by 11 FTE-days per cycle. Zero FCA findings related to data completeness in the subsequent audit.

Is this familiar?

Salesforce challenges in BFSI — what we see most often

Businesses in BFSI running Salesforce often face the same underlying issues: data quality problems that compound over time, automation configurations that worked at launch but have not kept pace with the business, and adoption gaps that mean the CRM captures only a fraction of what it should.

The challenge is rarely the platform itself. Salesforce is capable of handling this complexity. The challenge is the implementation — the data model decisions, the integration architecture, and the process design that determine whether the platform works for the business or against it.

Celumai specialises in Salesforce implementations and rescues for BFSI businesses. If the issues described in this case study are familiar, the causes and solutions are likely similar.