Case study
Our company specializes in implementing seamless digital KYC and AML workflows, integrating eSignature solutions like DocuSign and Adobe Sign, along with automated document generation and tracking, to streamline client onboarding and documentation processes.
Our Salesforce services deliver powerful solutions with custom KPIs tailored for advisors and relationship managers. We enable predictive AI-driven churn prediction and real-time compliance reporting to drive smarter business decisions.
Our Salesforce service offerings include comprehensive Compliance & Regulatory Support, ensuring FINRA and SEC-compliant activity logging with detailed audit trails and reporting
Our Salesforce service offering includes goal-tracking dashboards and integrated financial plan lifecycle management to help wealth managers streamline client planning. We also leverage AI-powered investment recommendations with Einstein to deliver personalized, data-driven insights.
Our services provide secure, client portals and mobile apps that enable seamless communication and personalized updates.
Cloud Pertitus' involvement has gone to such an extent that most of the business owners and sponsors to date believe that team is part of our internal team.
While most of the SIs quoted a significantly elongated timeline and budget to roll out the program, Cloud Peritus took up the challenge of delivering this program in record time with a significantly lower total cost of delivery thereby maximizing the ROI of the program.
They started 2 years ago with a small team and have become our go-to and trusted partner for anything related to Salesforce. Cloud Peritus has become a large part of the Salesforce CoE which manages an extremely large and complex portfolio for our business.
Thank you Cloud Peritus for your partnership and for making our project a success.
When I say our team, Cloud Peritus is a big part of that. They go above and beyond just being a partner and are every bit a part of our team.
They have helped us identify ways to solve business problems that are simpler and provide way greater flexibility. I would not hesitate to use Cloud Peritus in a future project.
Cloud Peritus delivers a CRM that is Intuitive Scalable & most importantly, is built the right way.
At Cloud Peritus, we take a strategic & tailored approach to Financial Service in the following ways:
Deliver strategic guidance throughout your Salesforce journey, ensuring optimal business outcomes and technology alignment.
Transform Salesforce visions into reality with precision and technical excellence.
Keep Salesforce environments optimized, secure, and aligned with evolving business requirements.
Provide comprehensive evaluation of existing Salesforce environments to identify optimization opportunities.
Delivering top-tier QA services designed for scale, speed and certainty ensuring your Salesforce implementations work seamlessly, every time.
With rich experience working with Lending, Wealth and Financial Ops, we’re able to help institutions digitize customer journeys, automate origination, and streamline KYC. Our solutions enable seamless client experiences with built-in compliance, security, and operational excellence, driving scalable growth in a tightly regulated space.
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