Kcloud Technologies

salesforce financial cloud implementation


The global economy is dominated by financial services, which include wealth management, banking, and insurance sectors. Financial services are a rapidly evolving industry and a shift to digital transformation is necessary to utilize its full capabilities.


Traditional banking, wealth management, and insurance services fail to redefine customer financial goals. Client details are not available to the advisors, high operating costs of financial services, a reduced collaboration between advisors and clients, siloed client data, repetitive sales tasks which prevent customer acquisition and lead generation, and inefficient communication with customers resulting in decreased advisor productivity are only a few of the challenges. To overcome these it is necessary to boost digital transformation in the financial sector. 

A digital platform can meet customer expectations in financial institutions by gaining deep insight into customer data with goal-based personalized outreach. Finance cloud CRM solutions are not an option but a necessity for financial businesses. Salesforce for wealth management connects client data across different channels to deliver proactive financial service.

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Salesforce CRM for finance firms automates repetitive tasks, acquires quality clients, and aligns the sales and marketing teams to increase ROI. Large amounts of client data are tracked and analyzed automatically to address buyer demands and meet their financial goals. Financial cloud tools relieve advisors of repetitive administrative tasks to maximize information on client accounts and get a view of market dynamics. Financial advisors can access client investment data from anywhere and deliver personalized advice to maintain client loyalty and optimize advisor productivity. Achieve value in financial services with data-driven insights.


CRM solutions for banking

Salesforce CRM for the banking industry manages relationships between banks and their customers to understand the needs, preferences, and investment goals to retain happy customers. CRM delivers an automated banking experience to customers with quick acquisitions and real-time financial solutions. A holistic view of customers across different portals helps to deliver successful online and mobile banking experiences. Analyzing customer data can assist bankers in detecting customer buying trends and improve customer engagement with a few clicks. CRM solutions for banking simplify both retail and mortgage banking processes by understanding customer preferences, households, and relationships to streamline the loan approval process.

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CRM solutions for wealth management

CRM for wealth management help advisors engages with their clients to meet their growing expectations. Wealth management leverages data analytics and Artificial Intelligence to deliver customized service. A 360-degree view of client financial accounts, investments, relationships, and networks helps in gaining actionable insights and provides real time service. Track rich client profiles across different portals and understand their financial goals to offer a seamless service. Salesforce for wealth management leverages various tools and allows easy integrations of client data with applications to maintain successful client relationships. Grow your wealth management business by scaling agent capabilities with effective client collaboration and by offering intelligent investment options.

CRM solutions for insurance

Salesforce helps insurance agents manage business easily by handling large amounts of customer data with error-free integrations. Automated reporting and policy management help insurance agents reduce the load of manual tasks and focus more on policyholders. Cloud-based CRM solutions for policyholders simplify transactions and orders with data analysis tools and aid in lead management. Insurance agents can manage client policy renewal dates to improve cross-selling and upselling opportunities. AI-enabled questionnaires to improve workflow for insurance brokers and helps them in lead acquisition. CRM solutions for policyholders can be accessed from any device and across all social media channels to maximize lead conversion in the insurance business.

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Engage customers with real time service

Get a 360-degree view of customer policies and engagements with real-time and AI-enabled CRM platforms. Automated sales processes reduce operational costs in financial institutions and connect the sales and marketing teams to revolutionize client journeys. Agents can predict client buying behavior patterns based on real-time data analysis and respond to their needs by accelerating digital transformation in the financial business. Salesforce CRM for finance firms personalizes outreach in banking, wealth management, and insurance business by gaining insight into customer accounts, policies, and households across all demographics. Cloud-based solutions provide easy collaboration across all departments to improve decision-making and add value to financial institutions.

Streamline data driven integrations in financial business

Real-time customer data integrations connect financial advisors, wealth managers, and bankers to clean client data with API-led connectivity and make fast business decisions. An API platform helps advisors collaborate with clients across any device to offer the best investment solutions. Improve agent productivity by collecting data from different sources like AI enabled chatbots to track their financial objectives and life events. Help clients save money and build trust by engaging with them across all touchpoints. Data integration applications of CRM automate operational processes to increase productivity and enhance ROI in financial organizations.

Financial services cloud for advisors

Maintain sustainability and improve advisor functionalities in financial institutions by building strong bonds with clients. A unique CRM tool aligns with customer data to ensure the best practices of the user interface. Advisors can tap customer data to analyze their behavior and offer the best investment options. Data consistency and customized services for policyholders increase sales and boost revenue in finance firms. Salesforce CRM for financial services creates deep client relationships with AI and an automated workflow to deliver personalized financial solutions anytime and from anywhere.


The Covid 19 global outbreak has affected the economy and organizations worldwide. Financial services companies have been struggling with fiscal consequences in business. It is time to address this crisis by driving digital transformation to maintain business continuity. Salesforce CRM for banking industry, wealth management and insurance deliver financial solutions with cloud based integration and data driven investment strategies.  Kcloud financial CRM services is benefitting organizations with digitalization during Covid 19 to help clients achieve their financial goals. 

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