Tandem has selected Financial Cloud's Financial CRM Platform to streamline its operation, delivering a more seamless and efficient experience for their customers and staff.

Tandem has a strong reputation for its customer-focused approach to banking. Financial Cloud’s technology will help to revolutionise customer experience and future-proof its operational model, further strengthening their commitment to greener banking.

"We're thrilled to embark on this strategic partnership with Financial Cloud," said Alex Mollart, CEO at Tandem. "Their solutions align perfectly with our vision of providing a streamlined and user-friendly banking experience. We’re focused on delivering fast, flexible, and personalised services to our customers, and Financial Cloud technology helps make that possible.”

"Tandem is a perfect example of a forward-thinking financial institution with the right vision of the future," said Kyle MacDonald CEO at Financial Cloud. “We are impressed by Tandem’s dedication to innovation and customer-centricity. We are committed to providing them with the tools to transform their operations, leading to enhanced efficiency and exceptional customer interactions."

Financial Cloud's configurable platform offers a wide range of benefits for Tandem, including:
• Centralised data management: Financial Cloud provides a single, reliable source of truth for customer data. This streamlines operations and empowers advisors to deliver more personalised solutions.
• Platform flexibility: Financial Cloud adapts to the unique needs of every business. The platform enables Tandem to easily customise workflows and features to match their distinct needs without complex code updates.
• Security & compliance: Financial Cloud puts security first. Built-in security safeguards and compliance flows ensure adherence to industry regulations.
• Enhanced customer engagement: Financial Cloud's Customer Portal provides a secure, user-friendly, and accessible portal where customers can access their financial details and initiate requests independently, reducing the need for call center support.