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Description
Financial Cloud stands out as the premier Financial CRM platform dedicated to enhancing outstanding customer experiences. Our goal is to transform how organizations with financial ties to consumers deliver customer service, focusing on boosting efficiency while also ensuring that services are enjoyable and supportive. Regardless of whether you are a customer, a call center representative, or the CEO of a financial institution, we are devoted to ensuring that the experience is not only positive but also beneficial and meaningful for all parties involved. By prioritizing the needs of every stakeholder, we aim to create a more integrated and satisfying service environment.
Description
Salentica provides an impressive suite of features that can be tailored to meet diverse needs, alongside the capability of adding numerous additional options. We have streamlined repetitive tasks, conducted in-depth analyses, and integrated top-tier tools, resulting in a highly effective web-based financial CRM. Salentica enhances activation rates, improves campaign quality, and refines outreach efforts. By enabling targeted marketing, improved segmentation, the identification of personalized content opportunities, and comprehensive customer perspectives, it significantly boosts your marketing efficacy. Understanding if you are communicating effectively with clients can be challenging, but now you can respond to their inquiries in a more informed and credible manner. Our automation of workflows allows your CRM to take over routine tasks, minimizing errors and granting your team the freedom to concentrate on complex responsibilities that require human insight and creativity. In this way, Salentica not only enhances efficiency but also elevates the overall quality of client engagement.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Financial Cloud
Founded
2014
Website
www.financial-cloud.com
Vendor Details
Company Name
SS&C Salentica
Founded
1986
Country
United States
Website
www.salentica.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management