The CRM for Financial Services
Powerful, flexible and data-driven. Build the exact CRM your business needs.
CRM
Connects all data sources without complexity, powers productivity and seamlessly scales to meet the unique needs of your business.
Payment management
Automate single payments, payment plans and settlement management with in-built dunning across multiple payment methods.
Email, SMS & letters
Send highly effective personalised communications at scale. Say goodbye to mail merging and guarantee compliant communications with fully versioned and auditable smart templates.
Automation & workflows
Our powerful automation engine helps you do more with less through our campaign manager and real-time event-based automation.
Set your team up for success
Help your agents, admins and internal teams perform at their best. Financial Cloud CRM offers robust out-of-the-box tools which are quick to set–up and easy to use.
Single customer view
Our 360-degree view of customers helps you better understand customer needs, enabling you to respond effectively.
Collaboration built-in
Manage all tasks in a single place. From access customer requests, callbacks and emails to internal reviews.
Fast, open & flexible
Our easy to use no-code builder enables you to build a tailored solution that fits your business operating model.
Fully automated payment management
Our flexible and configurable payment platform enables our customers to achieve higher revenue and minimizes drop-offs. Benefit from enhanced acceptance rates and expert customer management strategies for optimal result
Multiple payment options
Whether you need to manage single payments, settlements, plans or subscriptions we have you covered.
Multiple payment methods
Whether it’s card payments, direct debit or your own custom payment sources.
Self-service payments
Enable your customers to make payments themselves via Payment IVR, Customer Portal or PaymentLinks.
Highly automated for great performance
Streamlining your processes shouldn’t be a time-consuming endeavor. With Financial Cloud creating workflows and real-time event-based automation is a breeze, taking minutes, not days. Our automation engine is designed to maximise time savings, ensuring user-friendliness, and allowing your staff to concentrate on enhancing customer experiences and reducing costs.
Multiple payment options
Whether you need to manage single payments, settlements, plans or subscriptions we have you covered.
Multiple payment methods
Whether it’s card payments, direct debit or you’re own custom payment sources you.
Self-service payments
Let your customers make payments themselves via Payment IVR, Customer Portal or PaymentLinks.
A platform built for financial services
What would you like to manage with Financial Cloud?
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Financial Cloud is a customer relationship management platform for building a better financial experience for customers. It’s one integrated CRM platform with a single, shared view of every customer.
