Financial Cloud CRM 2026: Benefits, Features & Pricing

Financial Cloud CRM is a customer relationship management platform designed for financial services, providing a unified view of each customer. It supports various sectors, including lending, buy-now-pay-later services, fintech companies, collections agencies, legal firms, and insurance providers. The platform is suitable for financial institutions of different sizes to manage operations and improve customer interactions.

The system includes payment management features that automate single payments, payment plans, and settlement processes across multiple payment methods such as cards and direct debits. It offers communication tools for email, SMS, and letter correspondence using versioned and auditable templates. An automation engine supports campaign management and real-time workflows, while a no-code builder allows users to create customized solutions without technical expertise.

The platform provides a comprehensive customer view to help organizations understand customer needs and address inquiries. Collaboration tools centralize task management for customer requests, callbacks, emails, and internal reviews. Self-service payment options, including Payment IVR, Customer Portal,...