Financial Services Cloud

Improve advisor productivity and enhance relationships with Financial Services Cloud

Capture and visualize up-to-the-moment account information within and across clients, households, and networks

Financial Services Cloud comes with a pre-built data model that is used to help advisors, bankers, and captive insurance agents better track their prospects and clients, putting them in a position to provide excellent service to their clients.

How does it help?

Remain KYC compliant, without having to think about it.

Reduce onboarding time and repetitive tasks

Consolidate multiple systems into one to increase productivity

Decrease system maintenance costs

Humanize the advisor-client relationship to retain them longer

Why Incloud?