Business Consulting Services

Leverage the tried-and-true CRM trusted by the Financial Industry

With Futurecloud's expertise, we've unified all of the departments into a single Salesforce-based platform.
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Marketing
• Marketing Management
• Create Personalized offers
• Track Targeted Marketing Efforts
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Sales
• Quoting & Forecasting
• Contract Management
• Sales Insights & Automation
• Dynamic Pricing

Integration
• Integration With Third-Party Tools
• Sync data across Multiple Platforms
• Quality Management

Operations
• Lead Management
• Proactive Maintenance
• Workflow Automation
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Compliance Management:

Ability to manage regulatory compliance requirements and ensure that all customer interactions are in line with relevant laws
and regulations.

• Ability to track regulatory compliance requirements and ensure that all customer interactions comply with relevant laws
and regulations.

• Automated alerts and notifications to
ensure that compliance requirements are
met in a timely manner.
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Two medical staff with a container of pills

Financial Account Management:

Ability to manage and track financial
accounts, including account balances, transaction histories, and payment details.

• Ability to manage and track customer
account information, including balances, transaction history, and payment details.

• Automated notifications for customer
account activity, such as transactions,
balance changes, and payment due dates.

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Investment Management:

Ability to manage investment portfolios,
track performance, and make investment recommendations.

• Ability to manage and track investment portfolios for individual customers.

• Integration with financial data sources
to provide real-time market data and
analytics.

• Customizable investment strategy
templates and tools to help financial
advisors make investment
recommendations.
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Sales Automation

Use machine learning, automated activity collection, and powerful scoring models to take thoughtful, timely
response.

• Customizable investment strategy templates and tools
to help financial advisors make investment
recommendations.
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• Ability to manage and track sales leads
and opportunities through the sales
pipeline.

• Automated lead generation and
qualification tools to streamline the sales
process and identify high-value leads.

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Territory Management

Opportunities can be monitored,
disseminated, and evaluated with relative
ease on the basis of geography, sector, and other criteria.

• Ability to define and manage geographic territories for sales teams, service teams or support teams.

• Customizable territory hierarchy and
assignment rules to ensure efficient
distribution of work and resources.

• Integration with marketing tools and
campaigns to ensure a coordinated and
effective approach to customer acquisition
and retention.
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A guy looking at the presentation report

Financial Planning Tools:

Ability to provide financial planning tools
and calculators to help customers make
informed financial decisions.

Inventory Management

By integrating device monitoring into your
CRM platform,
you can proactively address problems,
increase customer loyalty, and ensure
regulatory compliance.

Security and Risk Management:

Ability to ensure data security, manage
risk, and protect against fraudulent activity.

Leverage the tried-and-true CRM trusted by the Financial Industry

Grow your revenue, automate sales, build awareness
& boost customer loyalty

1.

Automate processes across the entire sales cycle

2.

Centralize your Data in one system

3.

Self-service web portals to empower your distributors

4.

Discover more with Enhanced Reporting & Analytics