With a strong track record in the Financial Sector, Cloud Industry counts multibillion-dollar investment funds, wealth managers, financial advisors & credit boutiques amongst our many satisfied clients.
Every client is a highly-valued partner whose information must be logged and whose data should be recorded in accordance with their strict industry regulations.
In response to the particular needs of the Financial Sector, we have developed a suite of value-added tools. Drawing on our hands-on experience in this field, we are able to help with the whole process, from initial discussions to change management, with all stakeholders.
In short, we help financial firms of all stripes put the customer at the centre of every interaction, helping to build both relationships and trust.
Cloud Lending Solution
A one-stop lending solution based on the Salesforce platfrom
See how Cloud Lending streamlines the whole sales process, reduces complexity, minimises the chance of human error and saves you time.