What is Financial Cloud?

Financial Cloud distinguishes itself as the leading Financial CRM platform committed to improving exceptional customer interactions. Our mission is to revolutionize the way financial organizations engage with consumers, emphasizing the importance of both efficiency and a pleasurable, supportive service experience. Whether you are a customer, a call center agent, or the CEO of a financial entity, our commitment lies in guaranteeing that the experience is both positive and enriching for everyone involved. By placing the needs of all stakeholders at the forefront, we strive to cultivate a more cohesive and fulfilling service landscape, ultimately enhancing the overall relationship between financial institutions and their clients. This holistic approach not only benefits individual users but also strengthens the entire financial ecosystem.

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Company Facts

Company Name:
Financial Cloud
Date Founded:
2014
Company Website:
www.financial-cloud.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Financial Cloud Categories and Features

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management