Technology · Financial Cloud CRM

Independent Financial Cloud CRM specialists

Financial Cloud CRM holds the single customer view, the workflows and the payment orchestration behind lending, BNPL, servicing and collections. We help you turn a platform that can do a great deal into an operation that does the right things automatically.

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About Financial Cloud CRM

What Financial Cloud CRM is.

Financial Cloud CRM is technology made by Financial Cloud. It is used for lending, servicing and collections, bringing customer information, workflows and payment orchestration together.

Technology we assessTechnology implementationTechnology optimisation

Where the value stalls

A single customer view is the start, not the outcome.

Financial Cloud CRM is bought to bring the customer into one place. Accounts, contact history, payments and arrangements stop living in four systems, and everyone can finally see the same thing.

That is worth having. It is also where a lot of implementations stop. The data is unified and the workflow is still a list of tasks for a person. Payment links go out by hand. Arrangements are keyed rather than offered. The self-service and IVR payment options exist and go unused, so the contact centre still carries the volume.

The gap is rarely the platform. It is that nobody has redesigned the journey since go-live.

Our approach

The Financial Cloud CRM Health Check.

Five stages to move work from your people to your platform.

  1. Platform health review

    Configuration, workflow, customer journeys, payment orchestration and reporting.

  2. Capability assessment

    Digital engagement, self-service, payment links, IVR payments and automation, against how much of it you use.

  3. Process and performance review

    The manual steps between a customer contact and a payment, and what each of them costs.

  4. Improvement roadmap

    Which journeys to automate first, and which decisions should stay with a person.

  5. Delivery support (optional)

    Journey design, configuration support and delivery assurance.

What improves

The platform doing the work, not the queue.

  • Arrangements offered automatically, not keyed by hand
  • More payments taken through self-service and IVR
  • Journeys that behave the same in every channel
  • Compliance and outcome evidence captured as you go
  • A roadmap for the automation worth having next

Why arum

Journey design, not just configuration.

Independent

We do not resell the platform and take no implementation revenue from it.

Collections, specifically

A general CRM review will not tell you how arrears, forbearance and vulnerability should behave. Ours does.

Design and delivery

We can stay to design the journeys and assure the delivery, rather than hand over a document.

Related reading

What we have written about Financial Cloud CRM.

FAQs

Questions about Financial Cloud CRM

What does the Financial Cloud CRM Health Check cover?
Configuration, workflow, customer journeys, payment orchestration, digital and self-service channels, and reporting. It ends with a prioritised roadmap.
Can it replace a collections system?
For some operations, yes. For others it works best alongside one. The answer turns on your volumes, your client reporting and what your ledger has to do.
How do we get more payments through self-service?
By redesigning the journey rather than adding a channel. We look at when the option is offered, to whom, and what happens when a customer cannot pay in full.

Let's talk.

Thirty minutes with one of our senior experts. Bring the journey that still needs a person at every step.
General enquiry
  • AtlantaAtlanta Financial Center, 3343 Peachtree Rd NE, Suite 145, Atlanta, GA 30326
  • London1 Lyric Square, London W6 0NB
  • Sydney97-99 Bathurst St, Suite 1087, Ground Floor, Sydney NSW 2000