Newsroom

The official place to come for product news and keep up-to-date with Financial Cloud

Simplify Budgeting: Financial Cloud unveils brand new Budget Tool

London and Glasgow, 28 May 2025 – Financial Cloud, a leading Financial CRM is thrilled to unveil a powerful new update to our Customer Portal. Financial Cloud’s Budget Tool is a powerful new feature designed to help your customers effortlessly track and manage their monthly finances.   Key Features for Customers:  Smarter Financial Planning Starts Here  […]

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Simplified Affordability Assessments- Now LIVE in the Financial Cloud Customer Portal 

London and Glasgow, 28 May 2025 – Financial Cloud, a leading Financial CRM is thrilled to unveil a powerful new update to our Customer Portal—designed to streamline affordability assessments and empower financial decision-making for your customers.  Here’s how your customers benefit:  Empower Financial Confidences with Financial Cloud Customer Portal Empower your customers to take control of […]

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GoCardless and Financial Cloud partner to simplify payments with direct debit and open banking

London and Glasgow, 5 February, 2025 — Financial Cloud, a leading provider of enterprise software solutions, has partnered with global bank payment company GoCardless to improve payments for financial service providers in the UK. This collaboration will see GoCardless’ direct debit payments and Instant Bank Pay (IBP), its open banking payment feature for one-off payments, […]

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Financial Cloud Integrates with AccessiBe: Innovating for a More Inclusive Financial Future 

Glasgow, United Kingdom – 9 July 2024 – Financial Cloud, a leading provider of financial software solutions for the financial services industry, today announced their integration with AccessiBe, a leading provider of web accessibility solutions for WCAG and ADA compliance. This integration underscores Financial Cloud’s commitment to ensuring our digital platforms are accessible to everyone […]

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Financial Cloud and Perch Group shortlisted for Technology Provider of the Year in Credit Awards 2024 

Financial Cloud, in partnership with Perch Group, is thrilled to announce we’ve been shortlisted for the prestigious Credit Awards under the category of Best Technology Provider. This year marks the 25th anniversary of the Credit Awards, and we are honored to be acknowledged for our dedication to providing innovative solutions, particularly in support of financially […]

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Tandem Bank Partners with Financial Cloud to Deliver Next-Gen Operations to Cope with Business Growth 

U.K. Fintech Bank to leverage Financial Cloud’s cloud-based platform across core services.  Glasgow, United Kingdom – May 15, 2024 – Financial Cloud, a leading provider of financial software solutions for the financial services industry, today announced their partnership with Tandem, the U.K’s greener digital bank. Tandem has selected Financial Cloud’s Financial CRM Platform to streamline their operations, delivering […]

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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: A Customer Journey Meet Jo, a busy mother […]

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Financial Cloud completes environmental report and partners with Greenly for carbon offsetting  

[Glasgow, 21 February 2024] – Financial Cloud, a leading innovator in the financial technology sector, is proud to announce the completion of its comprehensive environmental report. This significant milestone underscores our unwavering commitment to sustainability and responsible corporate practices. In a landmark move towards environmental stewardship, Financial Cloud has partnered with Greenly to offset its […]

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Integration with Mouseflow to unlock deeper insights and greater data

We are excited to introduce our latest technology integration with Mouseflow, a leading behavior analytics tool, into our Customer Portal. This enhancement is designed to empower our customers with the tools to better understand their customers, and enable them to deliver personalised experiences, at scale. Let’s take a closer look at the key benefits from […]

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Introducing our new integration with Matomo for data-driven success

We are thrilled to introduce our latest integration with Matomo, a leading open-source web analytics application, now available within our Customer Portal. This integration empowers our customers with valuable insights into user interactions, enabling them to enhance their services. Here are the key advantages offered by this integration:  Elevated user experience  – harnessing the power […]

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Case Study
How Oplo delivered brilliant customer communication and flexible contact strategies with Financial Cloud CRM

The Challenge Prior to implementing Financial Cloud solutions for customer communication and contact management, Oplo managed collections and customer engagement on disconnected legacy systems, that the business needs had outgrown. The existing solution had been over-configured and stretched so far that performance speeds were causing resource inefficiencies and instability, creating service disruptions. 30-second to 3-minute […]

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