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Salesforce Financial Services Cloud description
Salesforce Financial Services Cloud is a customer relationship management (CRM) platform designed for financial institutions. It provides tools to help manage customer interactions, automate marketing efforts, and gain insights from data. This platform aims to improve customer experience, streamline processes, and drive sales growth specifically for businesses in the financial services sector.
What companies are using Salesforce Financial Services Cloud?
Who is Salesforce Financial Services Cloud best for
Salesforce Financial Services Cloud is a CRM platform designed for financial institutions looking to enhance customer relationships and streamline operations. Users praise its easy integration with legacy systems, core functionality, and helpful data model. However, some find the licensing costs high and customer support slow. It's best for large enterprises seeking a scalable solution.
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Best fit for enterprise companies.
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Ideal for the finance, banking, and insurance sectors.
Salesforce Financial Services Cloud features
Supported Customer interaction tracking is supported, including a 360-degree customer view and analytics integration. |
Supported Financial Services Cloud offers real-time alerts via Record Alerts. |
Supported Auditing and change tracking is supported via the Audit Trail feature. |
Supported Financial Services Cloud supports account and opportunity management with tools for insights and maximizing revenue. |
Supported Financial Services Cloud provides a unified customer view across departments, enabling personalized engagement. |
Supported Financial Services Cloud supports personalized customer journeys through features like data integration and relationship management. |
Salesforce Financial Services Cloud reviews
We've summarised 92 Salesforce Financial Services Cloud reviews (Salesforce Financial Services Cloud G2 reviews) and summarised the main points below.
- Easy integration with legacy systems.
- Fast development and enhancements for customer experience.
- Excellent core functionality and scalability.
- Helpful data model for wealth management activities.
- User-friendly interface for client management and data.
- High licensing costs compared to features offered.
- Slow customer support response times.
- Einstein Activity Capture is unreliable.
- Difficult to implement without a strategic plan.
- Overwhelming amount of data in reports.
Salesforce Financial Services Cloud pricing
The commentary is based on 6 reviews from Salesforce Financial Services Cloud G2 reviews.
Salesforce Financial Services Cloud offers robust features for financial institutions, but reviews frequently cite high licensing costs and implementation time as drawbacks. While users appreciate its functionality and centralized platform, potential buyers should carefully weigh the price against their budget and anticipated ROI.
Users sentiment
Salesforce Financial Services Cloud alternatives
Salesforce Financial Services Cloud FAQ
Salesforce Financial Services Cloud is a CRM platform tailored for financial institutions. It helps manage client relationships, automate marketing, and analyze data for improved customer experience, streamlined workflows, and increased sales growth. It offers features like customer journey mapping, a unified customer view, and account management tools.
What is Salesforce Financial Services Cloud and what does Salesforce Financial Services Cloud do?
Salesforce Financial Services Cloud is a CRM platform tailored for financial institutions. It helps manage client relationships, automate marketing, and analyze data for improved customer experience, streamlined workflows, and increased sales growth. It offers features like customer journey mapping, a unified customer view, and account management tools.
Salesforce Financial Services Cloud integrates with other tools through APIs and pre-built integrations with platforms like MuleSoft. It connects with various systems, including core banking, marketing automation, and customer service tools, enabling data sharing and workflow automation.
How does Salesforce Financial Services Cloud integrate with other tools?
Salesforce Financial Services Cloud integrates with other tools through APIs and pre-built integrations with platforms like MuleSoft. It connects with various systems, including core banking, marketing automation, and customer service tools, enabling data sharing and workflow automation.
Top alternatives to Salesforce Financial Services Cloud include Combit CRM, AskLogix, and Aumni. These competitors offer similar CRM and financial management functionalities, often at a lower cost or with a specialized focus on specific financial sectors.
What the main competitors of Salesforce Financial Services Cloud?
Top alternatives to Salesforce Financial Services Cloud include Combit CRM, AskLogix, and Aumni. These competitors offer similar CRM and financial management functionalities, often at a lower cost or with a specialized focus on specific financial sectors.
Yes, Salesforce Financial Services Cloud is a legitimate CRM platform designed for financial institutions. It's known for its scalability and helpful data model, though some users find it expensive and complex. It's considered safe and reliable for managing financial data.
Is Salesforce Financial Services Cloud legit?
Yes, Salesforce Financial Services Cloud is a legitimate CRM platform designed for financial institutions. It's known for its scalability and helpful data model, though some users find it expensive and complex. It's considered safe and reliable for managing financial data.
Unfortunately, pricing information for Salesforce Financial Services Cloud is not publicly available. Contact Salesforce directly to obtain specific pricing details and determine if the product is worth the investment for your needs.
How much does Salesforce Financial Services Cloud cost?
Unfortunately, pricing information for Salesforce Financial Services Cloud is not publicly available. Contact Salesforce directly to obtain specific pricing details and determine if the product is worth the investment for your needs.
Customer reviews on Salesforce Financial Services Cloud's customer service are mixed. Some users praise the "top notch" support, while others cite slow response times and unhelpful support regarding the "flaky" Einstein Activity Capture feature. Some users have difficulty reaching account management.
Is Salesforce Financial Services Cloud customer service good?
Customer reviews on Salesforce Financial Services Cloud's customer service are mixed. Some users praise the "top notch" support, while others cite slow response times and unhelpful support regarding the "flaky" Einstein Activity Capture feature. Some users have difficulty reaching account management.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.