We’re a team of dedicated professionals with deep expertise in Financial Services Cloud. We embed robust CRM capabilities seamlessly into your operations through a tailored, results-driven approach that prioritizes long-term client success.
Our Specialized Solutions
Empower Your Financial Services Business
Build Trust and Deliver Personalized Client Experiences with a Trusted Salesforce Partner
At Nubis, we help financial institutions strengthen client-advisor relationships and streamline operations for long-term success and growth—powered by Financial Services Cloud.
Anytime, Anywhere CRM Expertise
Our advisors are available around the clock to help you unlock the full value of Financial Services Cloud. Whether you need a quick fix or strategic guidance, we ensure service continuity—no downtime, no delays.
Tailored Engagements, Proven Impact
Our solutions are custom fit to your regulatory environment, operational workflows and client relationship goals. With a high client retention rate and a proven track record, we deliver experiences that drive growth, trust and loyalty.
Premium Expertise, Practical Pricing
We bring deep financial expertise and
cost-effective delivery to help you
scale—whether managing portfolios or onboarding investors—without sacrificing quality or budget.
Our Services for End Customers
Specializes in cutting-edge solutions for digital transformation. Helping organizations harness the full potential of success in an ever-changing digital era.
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How we do it
Our Financial Cloud Solutions
01
Client Relationship Mapping
Visualize household and institutional relationships with precision. Build complete client profiles that include financial goals, life events and relationships—empowering personalized, proactive service.
02
Financial Account & Asset Tracking
Gain unified visibility into assets, liabilities, policies and accounts. This 360° view enables advisors to offer strategic, timely insights that enhance client engagement.
03
Goal-Based Planning Tools
Support clients in setting and tracking financial goals—retirement, education and more—directly in your CRM. Advisors can adjust guidance dynamically based on real-time data.
04
Onboarding & Compliance Automation
Accelerate onboarding with automated workflows for secure data collection and compliance. Reduce manual effort and enhance collaboration across departments.
05
Household & Relationship Grouping
Go beyond individuals. Manage families, trusts, or businesses with relationship-based models, providing a full-context view for holistic financial advice.
06
Advisor Productivity Tools
Drive efficiency with custom dashboards, smart task management and alerts. Enable advisors to focus more on clients, not admin.
07
Integrated Communications & Scheduling
Unify emails, calendars and client touchpoints. Schedule, log and follow
up—without ever leaving Financial Services Cloud.
08
Secure Data Migration & Integration
Ensure safe and compliant migration from legacy systems. We handle the transition with minimal disruption and strict data validation.
How Nubis Supports Every Step
Our Support
Unified Client Profiles with Context
Leverage Financial Services Cloud to bring together every data point—from financial accounts and assets to life goals and relationships—into one comprehensive view. Enable advisors to see the full picture and provide advice rooted in context, not guesswork.
Personalized Engagement Across the Financial Lifecycle
Engage clients at key financial moments—from onboarding and account updates to wealth planning and retirement. With Einstein AI and real-time insights, every interaction is tailored to the client’s unique journey, enhancing trust and long-term loyalty.
Smart Analytics to Drive Advisor Performance
Integrate with analytics platforms to track advisor activities, client engagement and portfolio growth. Financial Services Cloud empowers firms to measure impact, adjust strategies quickly and deliver personalized experiences that drive measurable outcomes.
What sets us apart
Why
Choose Nubis
We empower financial firms with future-ready CRM solutions that blend speed, personalization and compliance. From advisors to back-office teams, Nubis delivers connected tools that drive efficiency, deepen client relationships, and unlock strategic growth.
With us, you don’t just manage client data, you transform it into opportunity.
