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.
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CP's agility and expertise shine in complex scenarios where standard Salesforce falls short. Their resources consistently meet our business needs. Notably, they prioritize out-of-the-box solutions, minimizing customization. Above all, their trustworthy approach, marked by thorough POCs for major projects, makes them a valuable strategic partner
Cloud Peritus was a true partner throughout the entire services provided by them, they have strong technical and functionall skills. They delivered a solution and providing services that significantly added value to our system and improved our sales process. We are extremely happy with the results produced by Cloud Peritus team.
Always great working with the Cloud Peritus team!
I joined a new company as head of sales ops and CP offered to provide an assessment of our SFDC orgs and proposed future state. The team did a very thorough analysis and took great care to listen to key-stakeholder requirements. This helped establish me in my new role as a trusted advisor and gave the business confidence in investing in SFDC as our CRM.
The team are very responsive to a C-level requirement and delivered on time, within budget and scope.
Mobile implementation was on one of our key CX omni channel strategy for quite some time, over the years countless hours spent on deliberating which tech stack should be picked which could offer common platform for both internal and external user base also keeping implementation cost at optimal level. After prolonged deliberation with business community with informed POC's we picked up SFDC mobile solution. Over course of this arduous journey Cloud peritus walked with us hand in hand participated in key decision-making process such as architecture, Solution and Delivery. Acted as Strategic partner in driving key decisions during planning and development life cycle. I can say with great confidence that CP will be great partner for any enterprise looking to maximize their ROI on sales force investment.
The Cloud Peritus team are awesome to work with. They fit seamlessly into our way of working/ culture and it showed they cared about getting the right solution for our organisation. Their expertise and knowledge of SFDC, Hubspot and other third party integrations was greatly appreciated. They supported us with two CRM migrations. Both delivered ahead of schedule (4-5 days), within budget and met business requirements. Highly recommend working with them.
Working With Everyone from Cloud Peritus has been great. They have an amazing knowledge of salesforce!
We got very good service on whole tech and functional stack from the Cloud Peritus. Not only they were able to bring us up and running but also set us up for long term on salesforce platform.
I've worked with a number of SFDC partners over the years, and by far, Cloud Peritus is the most agile and fearless partner I've worked with. Where other partners cringe at the mess, Cloud Peritus sees nothing but opportunity and wastes no time getting to work!
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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