Financial Services with incloud

About Incloud

Industry Capability. Winning Together

Incloud is a group of Salesforce consultants and experts based in Montreal and Toronto. Since 2013, the group has delivered about 4,000 projects to large, medium, as well as to small organizations across Canada and Northeastern US.

The group has vast experience with Salesforce deployments in financial services organizations, and thus, brings strong industry and sub industry expertise with a passion for success.

Key takeaways

  • Experience implementing Multi-Cloud Solutions, and collaborating with multiple lines of business including customer service, commercial, retail, distribution and Wealth Management
  • Possessing a partner mindset with a proven track record of building long-lasting business relationships
  • Agile, responsive, and collaborative mindset
  • Pure Salesforce implementation DNA
  • Member of a group of consulting companies with additional expertise and a skilled resource pool

Worked on projects for 20 users to thousands of users

75+ Salesforce certified experts

10+ years of experience in financial services

Access to 300+ Salesforce certified local & nearshore resources


Wealth Management

Provide your advisors with a true 360 degree view of their clients using contextual rich data to drive account growth.



Commercial & retail
Intergrate sales, service and marketing across banking teams to identify cross pollination opportunities



Create tailored journeys for policyholders and optimise efficiency for complex underwriting processes



Sales / Fundraising & Investor Relations Sales / Leasing of Properties & Spaces Deal Sourcing (Property Acquisition & Development) Deal Financing


Investment Management

Leverage financial models to acurately track fund performance, manage fundraising opportunities and develop portfolio strategies.


Venture Capital

Private equity fund managers seeking to streamline fundraising, manage their portfolios more effectively, and gain competitive advantage.

Success through optimal alignment,
collaboration and communication

National Bank Logo
Intact Logo
Formula Growth Limited Logo
2- Blockstream Logo
1- National Bank Financial Wealth Management Logo
Medavie Blue Cross Logo
Rifco National Auto Finance Logo
Rivemont Logo
National Bank Investments Logo
Promutuel Assurance
Groupe Financier Signature Logo
Rivemont Crypto Logo
National Bank Independent Network
1- Fairstone Logo
Victoria Financiere Logo
Letco Brosseau Logo
Kaleido Growth Logo
Nymbus Logo
Ondeck Canada Logo
Sonoma Capital Logo
3- Desjardins Logo

Stay tuned for more Go-to-Market assets & tips to be added