cleversoft group GmbH

clever-soft.com · Munich, Germany

cleversoft group GmbH is a RegTech and FinTech software provider that delivers cloud-based solutions for regulatory reporting, investor and product documentation, and compliance workflows to banks, asset managers, and insurance companies. Its platform automates processes such as PRIIPs, MiFID II, Solvency II, and ESG disclosures, helping financial institutions reduce operational risk and meet regulatory requirements. The company generates revenue through subscription and service fees for its software and managed services.

  • IT Consulting & Implementation
  • Business Intelligence & Dashboards
Revenue
$60.0M
Employees
300
Founded
2004
Headquarters
Munich, Germany

What 5 Arbolus experts think of cleversoft group GmbH

NPS scores from the customer pool cluster in the 6–9 range, indicating moderately positive to strong advocacy, depending on level of integration and use complexity. Renewal intent is primarily positive, with most experts signaling plans to renew, while a minority remain unsure mainly due to evolving platform fit and complexity. Stickiness is high; all experts report more than a year of use and note high embeddedness in workflows. Key themes in feedback are reliability, regulatory adaptability, and the importance of audit-ready automation, balanced by complexity and challenges for smaller-scale deployments.Overall Customer Sentiment: Positive

Who reviewed cleversoft group GmbH

Total customers 5 5 current · 0 former
Reviews growth +4 in six months
Seniority of respondents
  • C-Suite 100% (5)
Strategy Leader C-Suite NPS 7 Will renew
Executive C-Suite NPS 8 Will renew
Operations Manager C-Suite NPS 9 Will renew

Employer names and spend open in the full report, along with the other 2 customers.

Everything 5 customers told us about cleversoft group GmbH.

Employer names, spend, renewal intent and every written answer behind the numbers on this page.

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Sentiment

20 Net Promoter Score, from 5 scored reviews
  • Promoters 2
  • Passives 2
  • Detractors 1

Cumulative NPS by month

-1 over 3 months
  • Jul 9
  • Feb 8
  • Apr 8

Net Promoter Score across 2 reviews, accumulated up to each month. Category median 4 across 2 companies.

Praised

  • Deeper ESG/SFDR Automation
  • AI-Native Competitors and Interfaces
  • Expand API-First and Modular Capabilities
  • Reliability Under Regulatory Change

Criticised

  • Integration and Cost Pressures
  • AI Alternatives Emerging
  • Lagging in Regulatory Responsiveness
  • Administrative Burden and Learning Curve

What customers say

Reliability Under Regulatory Change
“When EU rules change, Cleversoft typically delivers a system update or new template within days, ensuring we remain compliant with minimal lag.”
Deep Regulatory Expertise
“I value Cleversoft for its strong focus on regulatory disclosure and expertise, which greatly reduces the burden on internal teams to interpret and implement complex requirements.”
Workflow Automation and Efficiency Gains
“By automating key workflows, Cleversoft significantly reduced manual intervention in document generation and compliance updates, allowing us to improve efficiency and lower operational risk.”

Renewal intent

Plan to renew 75%
  • Will renew 3
  • Undecided 1
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 75% 4 answers
  • 8/10 Average score from customers who will renew
  • 6/10 Average score from undecided customers

Top alternatives

Most weighed by cleversoft group GmbH customers

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