- Salesforce Gold Partner
- We are HIPPA compliant and (ISO 9001, 27001) Certified
Sales Inquiry ➡️
Sales Inquiry ➡️
We enable financial institutions to have quicker access to up-to-date client information and improve the quality of their advice with an integrated setup in Salesforce.
Financial teams and advisors need timely, accurate information to effectively serve their clients. Salesforce equips financial teams with tools to automate manual processes, improve operational efficiency, and gain real-time visibility into client portfolios, transactions, and performance—enabling more personalized advice, higher client retention, fewer errors, and scalable growth.
Manage all client profiles, financial goals, and portfolio information in one location to enable quicker and better-informed advisory decisions.
Track all investments and monitor performance through automated reporting and dashboards to keep teams and clients in sync.
Capture prospective clients, follow up with them, and build strong relationships through automated reminders and tracked communication.
Ensure records stay organized, documentation is automated, and compliance is supported with clear, history-backed records.
Monitor opportunity and revenue forecasts and gain full visibility into every stage of the sales pipeline for better advisory control.
CEO’S EXECUTIVE KCT LTD
VP CLIENT SERVICES MINDS EYES
VICE PRESIDENT OF FINANCE AND ACCOUNTING SVN INC.
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"i must say, i am impressed by the professionalism of the kcloud team. we had requested them to work on the first phase of our salesforce project and they completed before the estimated timelines, at a reasonable cost and 100% accuracy. i wish the team to keep it up."