Simplify Document Management for your Customers

Managing essential paperwork, from statements, agreements, and correspondence amongst numerous important documents can quickly become a cumbersome task. Recognising this challenge, Financial Cloud is thrilled to unveil our latest feature that enables your customers to upload documents directly to their account via our Customer Portal.

Key Benefits:

• Greater convenience: By consolidating all essential documents in one accessible location, our document upload feature helps customers stay organised and reduces the risk of misplaced or lost documents. With just a few clicks, customers can access and manage their documents effortlessly, saving valuable time and effort. 
• Greater accessibility: Our Customer Portal provides secure access to uploaded documents anytime, anywhere, from any device. Whether at home or on the go, customers can easily retrieve important documents whenever they need them.
• Greater security: Our document upload feature utilises industry-leading security measures to ensure that customer data remains protected at all times. Customers can upload documents with confidence, knowing that their information is safe. 

A Customer Journey

Meet Jo, a busy mother balancing family life with a full-time career. Recently Jo took out a loan but misplaced the agreement amidst her mountain of emails. Rather than diving into a frantic search, Jo simply logged into her account via our customer portal and retrieved the uploaded digital copy within seconds. 

This streamlined process not only saves Jo time and effort but also provides peace of mind, knowing her important documents are securely stored and easily accessible. 

Find out more about Financial Cloud

At Financial Cloud, we’re committed to enhancing the user experience for both our clients and their customers.

Experience the future of financial relationship management with Financial Cloud, request a demo here.