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: 

• Streamlined User Experience: Our intuitive, easy-to-use affordability assessment form helps  customers input the right financial details quickly and accurately for faster assessments, fewer errors, and greater confidence. 

• All Assessments in One Place: No more searching through paperwork or emails. Every completed affordability form is securely stored in a centralised table, making it easy to view, download, or share with a single click. 

• Clear Financial Summaries: Customers can now view detailed breakdowns of income, expenses, and disposable income—perfect for reviewing budgets or confirming eligibility for payment plans or benefits.  They can also book appointments directly from the portal based on their results. 

• Multiple Assessments: Users can complete and store multiple Standard Financial Statements (SFS)—enabling them to track changes in their financial circumstances over time and manage their financial journey more effectively. 

• Guided Help, Every Step of the Way We’ve added step-by-step instructions throughout the portal to support customers during form completion. The new “More Info” buttons offer detailed guidance for each field—making the process crystal-clear and error-free. 

Empower Financial Confidences with Financial Cloud Customer Portal

Empower your customers to take control of their finances with confidence. With smarter tools and enhanced support you can offer a customer portal that drives trust, transparency, and financial wellness. 

Ready to see it in action? Click here to speak with our team.