The CRM for Financial Services 

Powerful, flexible and data-driven. Build the exact CRM your business needs.

The ultimate CRM designed for financial services
CRM
CRM

Connects all data sources without complexity, powers productivity and seamlessly scales to meet the unique needs of your business.

Payment management
Payment management

Automate single payments, payment plans and settlement management with in-built dunning across multiple payment methods.

Email, SMS & letters
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
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
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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 setup and easy to use. 

Single customer view
Single customer view

Our 360-degree view of customers helps you better understand customer needs, enabling you to respond effectively.

Collaboration built-in
Collaboration built-in

Manage all tasks in a single place. From access customer requests, callbacks and emails to internal reviews.

Fast, open & flexible
Fast, open & flexible

Our easy to use no-code builder enables you to build a tailored solution that fits your business operating model.

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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

Fully automated payment management
Multiple payment options
Multiple payment options

Whether you need to manage single payments, settlements, plans or subscriptions we have you covered.

Multiple payment methods
Multiple payment methods

Whether it’s card payments, direct debit or your own custom payment sources.

Self-service payments
Self-service payments

Enable your customers to make payments themselves via Payment IVR, Customer Portal or PaymentLinks.

Highly automated for great performance
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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. 

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Multiple payment options

Whether you need to manage single payments, settlements, plans or subscriptions we have you covered.

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Multiple payment methods

Whether it’s card payments, direct debit or you’re own custom payment sources you.

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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?

.Every lender needs a FinTech Partner.
Every lender needs a FinTech Partner

More than 70% of business and technology banking professionals reported recently that their company would maintain or increase investment in banking, lending, and digital engagement platforms…

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.Modernising debt collection in 2023 and beyond.
Modernising debt collection in 2023 and beyond

Mid-pandemic it was clear that a debt crisis was coming and that leaders in collections should brace their businesses for difficult times ahead. Nobody however could…

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.Ten benefits of cloud CRM for lending and collections.
Ten benefits of cloud CRM for lending and collections

Despite record investment in digital transformation in FSI in the past five years, many financial organisations are still over-reliant on legacy customer contact systems and disparate…

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Discover the power of Financial Cloud CRM

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.