Our customer success team are here to help you every step of the way

We don’t charge for support. At Financial Cloud our Customer Success team and Product Experts are here to help you maximise your results by offering strategic support, payments expertise, and industry best practices.

Our customer success team are here to help you every step of the way
Dedicated customer success

Dedicated customer success

Every Financial Cloud customer with 25 subscriptions or more qualifies for a dedicated Customer Success Manager. Your CSM is on hand to offer onboarding help, platform configuration support, strategic advice, and more – all at no additional cost.

Onboarding support

We’ll help you hit the ground running. From initial platform setup and payment processing to data loads and customer journey automation — we’ll provide the plan for success. Financial Cloud’s Specialists will ensure you understand how to make the best use of the platform to see results as quickly as possible.

Onboarding support

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…

Read More
.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…

Read More
.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…

Read More

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.