💰 FINANCIAL SERVICES

Grow AUM. Stay Compliant. Build Lasting Trust.

AI-Powered CRM for Finance — From Wealth Management to Lending, Built for Regulatory Demands and Revenue Growth.

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27%

Improvement in Advisor
Productivity

70%

Faster KYC Onboarding
with AI Automation

35%

Higher Cross-Sell Rates with
Personalized Outreach

What We Build

🤝

Client 360 & Household Management

See every account, relationship, life event, and interaction in one screen. Salesforce FSC maps entire family financial relationships.
🛡️

Compliance-Ready CRM

Built-in audit trails and data retention policies satisfying SEC, FINRA, GDPR, and RBI requirements from day one.
⚡

Loan Origination Workflow

Automate the entire lending journey: application intake, document collection, credit verification, and disbursement tracking.

THE AMALFI EDGE

Our Unique Differentiator

We specialize in AI-powered transaction dispute resolution and KYC automation — cutting onboarding time from days to hours while maintaining full regulatory compliance.

Learn More

Amalfi Cloud Solutions is a next-generation B2B technology firm specializing in AI innovation, intelligent Salesforce ecosystems, and secure cloud infrastructure. With operations in the USA and India, we empower organizations through advanced cybersecurity, custom software development, and strategic IT consulting to thrive in a data-driven world.

Grow AUM. Stay Compliant. Build Lasting Trust.

27%

70%

35%

What We Build

Client 360 & Household Management

Compliance-Ready CRM

Loan Origination Workflow

Our Unique Differentiator

Industries

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Copyright 2026 Amalfi CloudSolutions, LLC. All Rights Reserved

Copyright 2026 Amalfi CloudSolutions, LLC. All Rights Reserved