top of page

financial services cloud

About the product 

Cloud on Tap supports our Finance industry partners in having a 360-view of customers’ financial profiles, driving loyalty with needs-based selling, and strengthening client relationships by delivering faster, and more personalized financial advice.


client success

  • Avior was constrained by challenges with their existing CRM, which lacked the flexibility needed for their evolving requirements. Cloud on Tap was able to solve this issue with a clean and efficient Financial Service Cloud, utilizing the “out of the box” functionality. 

  • Post-implementation, the client expanded their marketing team's capabilities with Account Engagement implemented by Cloud on Taps team of experts. Utilizing rich data, they reached both prospects and long-term clients, boosting touchpoints and wallet share. 

  • From a flawless implementation of Financial Service Cloud to improving marketing endeavors with Account Engagement, Avior continues to reserve hours with Cloud on Tap, ensuring ongoing enhancements to their instance. Through iterative improvements, they consistently derive increased value from the Salesforce platform.

Line of White X's

Let us help you

Found the product you have?

Check out our services to start implementation!

bottom of page