Helping Wealth, Asset Management and Insurance Firms Turn Data into Clarity.
At Cloud9, we help wealth, asset management and insurance organisations get the most from Microsoft Dynamics. Our approach focuses on using the platform’s out of the box capabilities wherever possible so that Financial Service Providers (FSP’s) benefit from proven functionality while still tailoring the system to support their specific processes.
Our experience includes working with FSP’s managing investment portfolios, insurance products and client advisory services. We tailor technology and processes to drive improved client acquisition, streamline onboarding and enforce compliance processes while strengthening long term relationships with clients and policyholders.
Using Microsoft Dynamics together with the Power Platform, we help FSP’s make the most of technology by creating a tailored roadmap for them infused with innovation and AI to connect their sales, marketing and service operations while maintaining the governance and oversight required in the financial services sector.
Support marketing and lead generation activities with Dynamics and marketing automation tools that help wealth managers and insurers attract and convert new clients and policyholders.
• Campaign management
• Lead tracking and qualification
• Risk identification, alerting and management
• Approval and review flows
• Marketing automation and client segmentation
• Adviser and broker pipeline visibility
Streamline onboarding processes for new clients and policyholders while maintaining the governance required in regulated environments.
• Digital onboarding workflows
• Client and policy documentation management
• Compliance and approval processes
• Integrated client and policyholder records
Maintain a complete view of each client relationship across advisers, teams and interactions.
For wealth and asset managers this supports portfolio visibility and advisory relationships. For insurers it supports a full view of policyholders and coverage history.
• Centralised client and policyholder data
• Interaction and communication tracking
• Opportunity and advisory pipeline management
• Portfolio and policy relationship visibility
Support governance and regulatory obligations across wealth management and insurance operations.
Using Microsoft Power Platform, we help firms build tailored workflows and monitoring tools that support internal controls, compliance processes and risk oversight.
• Compliance monitoring workflows
• Risk assessment tracking
• Governance and approval processes
• Reporting and oversight tools
Deliver consistent and personalised communication throughout the client and policyholder lifecycle.
• Targeted client and policyholder communications
• Client nurture journeys and engagement campaigns
• Event and webinar management
• Ongoing client communications and updates
Provide responsive service experiences for clients, advisers and policyholders.
Dynamics enables firms to manage service requests, enquiries and policy related interactions through a connected platform.
• Case management and service requests
• Client and policyholder support processes
• Omnichannel communication
• Self service portals for clients and policyholders
We work with wealth managers, asset management firms and insurers to help them unlock the full value of Microsoft Dynamics.
Our approach focuses on leveraging the most valuable native capabilities from the Microsoft estate while tailoring solutions to the needs of financial services organisations. Rather than a one-time implementation, we deliver solutions through a roadmap aligned with upcoming platform innovations, future releases and evolving industry capabilities, enabling to continuously enhance client engagement, maintain strong governance and build scalable systems that support long-term growth.
