Financial Services Cloud

Connect your entire institution across channels, geographies, and lines of business with Salesforce Financial Services Cloud.

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Connect your entire institution across channels, geographies, and lines of business with Salesforce Financial Services Cloud.

Trust Cloud Analogy, the world’s most preferred Salesforce Financial Services Cloud implementation partner, to achieve all your financial goals. We help connect financial advisors and wealth managers to data like never before.

Why choose Salesforce Financial Service Cloud?

Helps nurture relationships with existing customers and become proactive in serving new customers.

Addresses regulatory compliance requirements by offering an extra layer of security that ensures that your data is always protected and safe.

Easily manage business accounts and strengthen 1-to-1 client relationships.

Unlocks client insights with a pre-built analytics app.

Empowers advisors and personal bankers to deliver the personalised, proactive service that they expect.

Brings all your customer’s relevant personal and financial information in one place.

Take your business to next with our Salesforce Financial Services Cloud Solutions

Wealth and Asset Management

Harness the power of Financial Services Cloud by world's #1 platform to personalise interactions and plan your clients' financial goals. Enable your team to access critical insights and strengthen customer relationships across all touchpoints.


Strengthen your team to gain invaluable insights into customer profiles for all products across all bases. Expand their pipeline by creating and maintaining value-based engagement, identifying and leveraging new opportunities, and building long-term relationships.


Leverage omnichannel integration for web, email, social, and more to optimise your customer experience and create exceptional customer journeys. Use Salesforce Financial Services Cloud capabilities to improve customer service like never before. Streamline your business operations to better manage customer life cycles from prospect to policy renewal.

Institutional Banking & Markets

Salesforce is a name trusted by many banking and financial institutions for integrated engagement and secure collaboration with their customers. Leverage tools for faster time to market and greater ROI on your implementation, while providing personalised and data-driven services on all channels.


Why choose Cloud Analogy?

Our Salesforce Financial Services cloud experts have proven experience in managing, implementing, and deploying Salesforce Financial Services Cloud products to meet the specific needs of your financial or banking institution so you can optimise the process and maximise your profits.

We offer complete, secure, and integrated cloud solutions for commercial banking and core banking activities that connect you to your constituents on their terms.

  • Increase customer and household visibility.

  • Streamline business management processes.

  • Access industry best practices coupled with reliable execution.

  • Provide security and regulatory best practices.

  • Eliminate manual and redundant tasks.

Want to increase your business efficiency and productivity with affordable, reliable, and cost-effective Salesforce Financial Services Cloud solutions?

It’s time to achieve your financial goals with Cloud Analogy! Call Cloud Analogy at +44-121-288-9424 now or drop us an email at

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