A New Era of Client and Advisor Engagement

Clients are more connected than ever, creating expectations that their advisors are too. At Cloud Creations, we will help you exceed those expectations while helping you know your clients like never before.  We provide Salesforce solutions that integrate sales, service, and marketing into one platform, setting the foundation for true advisor-client collaboration.  With all critical client data in one place, your team can provide advice and service that is faster, more personalized to your clients’ needs.

Salesforce Solutions for Financial Services

Wealth Management

Manage Your Clients' Entire Financial Life

Salesforce provides a fully integrated wealth management software solution that empowers advisors to collaborate with clients from anywhere. In one centralized platform, you can track your clients' financial goals, access and analyze critical client data, and gain insight into relationship networks. With all pertinent information at your fingertips, you will be equipped to provide proactive, data-driven advice to help your clients reach their financial goals.


Get 360-degree views of your policy holders

Using Salesforce as your CRM, policyholders, insurance agents and reps will have the information they need, accessible at any time from anywhere. Customers can submit and manage claims from any device, while service reps will be better prepared to help them with easy access to customers' plan, coverage, claims, and previous interactions. A single view of all client data combined with automated processes results in improved service that can meet the evolving needs of your policyholders.


Be the Bank Customers Love

Salesforce's Financial Services Cloud integrates sales, service, and marketing into a more connected experience for Financial institutions and their clients. Using Lightning and Einstein artificial intelligence, data across platforms is brought together into a single, unified system that allows your team to seamlessly manage opportunities, schedule appointments, capture feedback and streamline onboarding. With a clearer view of customers' financial profile, everyone from bank tellers to advisors can deliver faster, more personalized service — an experience that attracts new customers and retains current ones.


Tools to Grow All Parts of Your Financial Institution

Salesforce offers a range of solutions to help you provide a unified financial service experience. As a registered partner, we offer ready-made packages to get your organization started or can create custom solutions with the features most essential to have for your organization.

Customer Stories

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