Tandem has chosen the Financial CRM Platform from Financial Cloud to optimize its operations and provide a more streamlined and effective experience for both its employees and clients.

Tandem is well known for its client-centered banking philosophy. Through the use of technology, Financial Cloud will be able to further solidify its commitment to environmentally friendly banking by revolutionizing the client experience and future-proofing its operational model.

Tandem CEO Alex Mollart stated, "We're excited to start this strategic partnership with Financial Cloud." "Their products are a wonderful fit for our goal of offering a simplified and intuitive banking experience. Our goal is to provide our clients with quick, adaptable, and individualized services, and Financial Cloud technology makes that feasible.

According to Financial Cloud CEO Kyle MacDonald, "Tandem is a perfect example of a forward-thinking financial institution with the right vision of the future." Tandem's commitment to innovation and customer-centricity is impressive. Our dedication lies in arming them with the means to revolutionize their business processes, resulting in increased productivity and outstanding client relations."

Tandem benefits greatly from the customizable platform of Financial Cloud, which includes:

• Centralized data management: For consumer data, Financial Cloud offers a single, trustworthy source of truth. This simplifies processes and gives advisors  he ability to provide more individualized solutions.
• Platform adaptability: Financial Cloud can change to meet each company's specific requirements.Tandem may effortlessly tailor features and workflows to their unique requirements with the platform—no complicated code modifications required.
• Compliance & Security: Financial Cloud prioritizes security. Compliance flows and integrated security measures guarantee that industry rules are followed.
• Enhanced customer engagement: Customers can access their financial information and make independent requests using Financial Cloud's Customer Portal,  which minimizes the need for call center help. The portal is safe, easy to use, and accessible.