Financial Cloud Highlights from 2023

Financial Cloud CRM

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Reflecting back on the incredible year of 2023, the Financial Cloud team are delighted to share some of our standout achievements. From growing our team to innovative product features, let's delve into the highlights that have defined our 2023 journey. 

 

New technology integrations  

In our unwavering commitment to enhance client operations and elevate customer experiences, we've seamlessly integrated with leading technologies. These integrations span from the seamless and swift payment experiences offered by Google Pay, Apple Pay and Go Cardless to unlocking powerful data insights through Google Analytics, Mouseflow, and Matomo. For an in-depth exploration of each integration, follow the links provided below: 

Google Pay  

Apple pay 

Go Cardless 

Google Analytics 

Mouseflow 

Matomo 

 

New relationships and accrediations 

Financials Services Qualification System

We were thrilled to receive our Financial Services Qualification System (FSQS) registered certificate. This accreditation is a testament to our adherence to the highest industry standards in quality, security, and compliance. 

Money Advise Liaison Group

We became members of Money Advice Liaison Group Ltd (MALG), a community who is committed to bringing organisations together to work to improve the lives of people with problem debt. 
 

Credit Services Association

We joined with Credit Services Association positioning us with the industry's finest, dedicated to upholding excellence in debt collection and customer experience. 
 

Dynamic IVR for improved efficiency 

We introduced our dynamic interactive voice recording (IVR) solution, which allows personalised interactions with callers based on their individual needs. Through custom-built call flows our dynamic IVR system can capture data, verify customer account details and provide the information callers require back to them, process payments and route calls based on customer needs. This new feature is designed to improve customer satisfaction, reduce call times and improve overall efficiency by offering a fully customisable and personalised IVR experience. 

 

Streamlined customer access and improved security 

We introduced InviteLinks , our transformative feature that allows our customers to connect and manage profiles and transactions under one central login. With fast, secure registrations, streamlined access, heightened security, reduced credential management, and a simplified user experience, InviteLinks transforms customer interactions. 

 

Looking ahead to 2024 

As we wrap up an extraordinary year, the Financial Cloud team is gearing up for an even more exciting 2024. Join us on this journey by staying up-to-date with new services, product enhancements, and company news. We remain dedicated to our passion for building technology that delivers unparalleled experiences for consumers. 

Financial Cloud is the ultimate Financial CRM for managing exceptional customer experiences. Our innovative solution brings together all data sources into one unified platform, enabling you to gain a comprehensive 360-degree view of you customers and their unique journeys. With Financial Cloud you can harness powerful tools to create highly personalised and scalable processes that result in optimal customer outcomes. 

 

To find out about Financial Cloud can help you optimise your operations and elevate your customer experience click here to book a demo.