Improving Communications

Clear Visibility

Break down barriers

Strong, single source of intelligence

Information in unison, not in parallel

The rationale  to embrace digital transformation for small and medium sized businesses in the Financial Services industry has never been stronger. At its centre, a seamless information backbone – information no longer hidden in parallel, disconnected siloes but securely distributed throughout your organisation.

The information backbone, combined with powerful productivity tools and integrated applications, simplifies it all. Connect with clients, colleagues and counterparts from any device, build stronger relationships and successfully collaborate on key tasks and objectives.

The cloudz suite for Financial Service firms

Managing the risks associated with establishing, maintaining & building strong client relationships is crucial. We witness many smaller or mid sized financial services firms that continue to suffer from a lack of automation. The increasing demands of meeting regulatory and compliance requirements places pressure on budgets with the technology solutions available to big-budget firms simply uneconomical or unavailable. This leaves professional and support staff spending time and effort to manually process data in disconnected “siloes” with the aid of desktop tools. The result :

  • Control of information often rests in the hands of the individual and not the firm, making it difficult to meet compliance standards and control data security.
  • More difficult to leverage relationships and cross-sell services into different client segments, reducing the ability to optimise your client relationships.
  • Poor access to comprehensive, timely client information, with month-end reporting a common practice.
  • Client facing professionals lack easy access to a complete view of their clients’ position and performance.
  • Lack of clarity around commercial effectiveness, e.g the true costs of client acquisition and maintenance.

The cloudz suite of applications have been developed with the Small to Medium Sized Financial Services enterprises in mind. They provide the information backbone required to ensure a 360° view of your clients’ affairs. Powered by the leading platform for Software as a Service (SaaS),

Wealthcloudz for wealth managers
Wealthcloudz has been designed with the needs of wealth managers and multi-family office firms in mind. To maintain  a holistic view of your clients world we have taken the approach of bringing together all  aspects of your clients’ world into one CRM framework. Across all asset classes, including liquid, alternatives and real assets.
Assetcloudz for fund managers

Assetcloudz has been designed with the needs of asset and fund managers  in mind. It provides management and relationship managers with tools to develop sales strategies and consolidate client AUM. Combined with the ability to track investment recommendations and investor opportunities, across all funds, fund families and classes.

Fincloudz for investment boutiques

Fincloudz has been designed with the needs of alternative investment firms in mind.  It allows you to track investor  capital raising ,  portfolio companies and quickly drill down across your various holdings. To provide  this holistic view of both investors and investment portfolios,  we bring it all together  into one CRM framework.

Each solution allows you to track and manage all commercial processes from prospecting, on-boarding through to client management . Each solution allows the documention of KYC and Investment Risk Profiles and the management of deal pipeline and client planning & marketing.

Built on the platform you are guaranteed availability globally, 24/7 across both desktop and mobile  devices. 


Watch the Wealthcloudz video and receive more information on our solutions by submiting your details in the form below…

Wealthcloudz Factsheet

Take a glimpse of Salesforce

The recognised pioneer and global leader of Software as a Service (SaaS), Salesforce ensures that you no longer have to worry about on-site maintenance, software upgrade work,  hiring specialist IT skills or indeed finding the capital to invest in up-front software purchases.  The pay-as-you-go service model allows you to control costs and adjust usage based on your needs.

The Sales Cloud

It puts everything you need to build your business at your fingertips—available anywhere. It provides easier collaboration across your  organization and getting deals done faster .

The App Cloud

It allows complete customisation of an application that will deliver precisely what your business needs, at your fingertips and available anywhere.


It allows you to  connect with your clients through automation of effective email and B2B marketing campaigns, that help build your communications strategy with both clients and prospects.

We help you define your vision

Hostcloudz - Salesforce consulting partners in Switzerland

The cloudz suite  helps transform the way you access and deliver information and communicate, internally and externally.

Implementation starts with a needs assessment. What are the critical tactical and strategic challenges and opportunities for your business and markets?

Together we arrive at a vision of how you can be supported with better information management and communications. From this starting point we work with you in defining key requirements for your information backbone, and how they map to cloudz.

…and then deliver it

From the initial consultative stage we focus on the practical delivery of a cloudz solution. Hostcloudz works with a range of technologies, with the core component being our custom appications that are built on the platform. The adoption of a cloudz solution will eliminate or reduce your dependance on stand alone systems, eliminate expensive additional IT infrastructure , accelerate deployment of a strategically valuable CRM capability and ensure full mobility.

Hostcloudz - Salesforce consulting partners in Switzerland

Customized to serve your needs

Each client is different. We work closely with you to implement a robust, reliable, world-class  solution that addresses your business needs now and into the future.

As a certified Salesforce Consulting Partner, we work with you at every stage in the process before during and after implementation. We deliver the complete project, including advisory consulting, the cloudz application integration,  training & support.

Hostcloudz Ltd. is registered in the UK, with operations in Switzerland – but have clients globally.

Cogs in the business

Buiding an Information Backbone


Design & Development

The consultative stage includes research & analysis  and concludes with  recommendations and project goals. We have experience of developing sopiticated systems including full cycle development and integration of web, CRM and mobile applications.  We have a flexible iterative approach to project management with a focus  on time and budget.


Integration and configuration  of a cloudz are crucially important. We manage the full integration of external systems and data, including the import of spreadsheet or “hard-copy” based data, and setting up of a centralised document library. Links to your web site, email systems and other third party data sources can be engineered.

Training & Support

We work hard to maximise user acceptance. It is critical to ensuring that you see a real return on your investment in a cloudz solution. On site, classroom and bespoke video training adapted to your own needs and budget.  We provide a range of post-project support options. System Administration outsourcing, User Adoption programs and scheduled Health Checks.

About us

Hostcloudz is a young firm built on more than 70 years of consulting and product development experience on the platform . We specialise in delivering cloud based solutions for small & medium sized businesses, with significant domain expertise in the Financial Services and medtech industries.

We are passionate about the importance of the Information Backbone in organisations. We offer the cloudz suite supported by a range of services and partner products that together  ensure that the requirements of our clients are exceeded. We are a multi-functional team, with skills and experience that include IT, web development, salesforce development and integration.

Pin It on Pinterest

Share This