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Financial Cloud CRM
Cloud-based CRM software for financial services
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Financial Cloud CRM - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: January 2026
Financial Cloud CRM overview
What is Financial Cloud CRM?
Financial Cloud CRM is a cloud-based platform built specifically for financial services that unifies customer data, automates critical workflows, and integrates seamlessly with industry-leading tools. It helps users drive operational performance, ensure regulatory compliance, and optimize experiences for both customers and agents.
Unified customer data management feature helps businesses access comprehensive 360-degree view customer data within a single platform, enabling them to gain deeper insights into their customers and deliver personalised experiences at scale. The CRM can be configured to align with the unique needs and goals of businesses.
Financial Cloud CRM offers workflow automation feature to streamline repetitive tasks, ensure compliance, and more with fully automated process management. Its real-time analytics and dashboards provide access to live insights, performance tracking, and customer behaviour analytics for decision-making.
Key benefits of using Financial Cloud CRM
• It offers automated communication and process management features.
• The platform assists with omni-channel customer engagement.
Starting price
per month
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Financial Cloud CRM's features
Financial Cloud CRM pricing
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Financial Cloud CRM integrations (8)
Top integrations
Financial Cloud CRM support options
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Financial Cloud CRM FAQs
Financial Cloud CRM has the following pricing plans:
Starting from: £2400.00/month
Pricing model: Subscription
These products have better value for money
Q. Who are the typical users of Financial Cloud CRM?
Financial Cloud CRM has the following typical customers:
Mid Size Business, Small Business
Q. What languages does Financial Cloud CRM support?
Financial Cloud CRM supports the following languages:
Arabic, Basque, Bulgarian, Catalan, Chinese (Simplified), Chinese (Traditional), Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, Galician, German, Greek, Hebrew, Hindi, Hungarian, Icelandic, Indonesian, Irish, Italian, Japanese, Kazakh, Korean, Latvian, Lithuanian, Malay, Norwegian (Bokmal), Polish, Portuguese, Portuguese, Portuguese, Romanian, Russian, Serbian (Cyrillic), Serbian (Latin), Slovak, Slovenian, Spanish, Swedish, Thai, Turkish, Ukrainian, Vietnamese
Q. Does Financial Cloud CRM offer an API?
No, Financial Cloud CRM does not have an API available.
Q. What other apps does Financial Cloud CRM integrate with?
Financial Cloud CRM integrates with the following applications:
Google Analytics 360, MongoDB, Mouseflow, GoCardless, Google Cloud, Google Pay, elastic, Snowflake
Q. What level of support does Financial Cloud CRM offer?
Financial Cloud CRM offers the following support options:
Email/Help Desk, Chat, FAQs/Forum, Knowledge Base, Phone Support