Audience

Banks, Leasing, Debt collection, Utilities, Legal, Insurance

About Financial Cloud

Financial Cloud is the ultimate Financial CRM platform for managing exceptional customers experiences. We are on a mission to redefine the way companies with financial connections to consumers provide customer experiences, striving not only for increased efficiency, but also offering enjoyable and supportive services. Whether a customer, a call center agent, or even the CEO of a bank we are committed to making the experience for everyone involved is more positive, helpful and impactful.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Financial Cloud
Founded: 2014
www.financial-cloud.com

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online

Financial Cloud Frequently Asked Questions

Q: What kinds of users and organization types does Financial Cloud work with?
Q: What languages does Financial Cloud support in their product?
Q: What type of training does Financial Cloud provide?

Financial Cloud Product Features

Financial CRM

Household Tracking Not Supported
Territory Management Not Supported
Asset Management Not Supported
Lead Management Not Supported
Account Alerts Not Supported
Team Assignments Not Supported
Expense Tracking Not Supported
Relationship Tracking Not Supported
Marketing Management Not Supported
Influence Tracking Not Supported