money Financial services

We bring industry expertise and technical excellence to deliver high impact Salesforce solutions for retail and institutional banking, wealth management and insurance customers that transform the employee and customer experience to deliver high-touch client relationship management that ensures trust, transparency, and convenience for financial services customers.

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Case Study: Cludo Enables Customer Centric Transformation For Leading Australian Business Lender

Cludo’s client is Australia’s leading specialist commercial property finance provider, financing more than $1.3 billion in retail, office and industrial commercial property loans to Australian businesses and experienced property investors. Cludo’s solution has delivered: >$2 million in net benefits 20%+ in front, mid and back office efficiencies 100% increase in … Continued

Case Study: Cludo Transforms Member Service Experience For Industry Super Fund

Cludo’s client is an Australian self-administered super fund, managing both accumulation and defined benefit super schemes and over $15 billion of assets for its 85,000 members. The solution has delivered Single source of truth for all member, employer and service provider interactions Seamless member and employer service experience 15% improvement … Continued

Case Study: Cludo Deliver Enhanced Salesforce Solution To Leading Wealth Management Firm To Drive Revenue Growth & Efficiency

Cludo’s client is Australia’s is Australia’s leading independent specialist trustee company providing Superannuation Services, Trustee and Wealth Services and Corporate Trustee Services to its customers. Cludo’s solution has allowed the organisation to achieve: 4.6% revenue increase through the support of growth and cross-sell initiatives 12.7% increase in profit through increased … Continued