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Financial Services Cloud

Financial Services Cloud

What is Financial Services Cloud?

Deliver financial growth to clients with personalized guidance. Connect systems, channels, processes, and teams with the world's #1 CRM for finance. With a fully integrated wealth management solution, it's never been easier to manage multiple clients and households, keep track of financial goals and significant life events, and deliver personalized advice that earns lasting loyalty.

Who Uses Financial Services Cloud?

Financial Advisors, Retail Bankers, Brokers, and their teams and their clients

Financial Services Cloud Software - Access Salesforce Financial Service Cloud on any device
Financial Services Cloud Software - New customer creation
Financial Services Cloud Software - Dashboard
Financial Services Cloud Software - Client summary
Financial Services Cloud Software - 5

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Reviews of Financial Services Cloud

Average score

Overall
4.7
Ease of Use
4.0
Customer Service
4.7
Features
4.0
Value for Money
4.3

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
67%
4
33%
Nayari
Nayari
Finance Manager in US
Verified LinkedIn User
Information Technology & Services, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source
Source: GetApp

A software that allows me to easily optimize financial management.

5.0 11 months ago

Comments: The great benefits of this software have allowed us to automate processes that have reduced the manual workload and allowed me to spend more time on strategic tasks such as financial planning and analysis. It has improved the efficiency in the management of clients and portfolios, allowing me to provide a more personalized and quality service to our clients. Collaboration between teams has been simplified, which has improved communication and coordination on key financial projects. Enable real-time visibility into financial data that has improved decision making and enabled an agile response to market changes.

Pros:

It is a great software that has the ability to manage and analyze financial data in real time and gives me a complete and accurate view of the financial health of the company. It is a highly customizable and adaptable software, it allows me to adjust the platform to the unique needs of my organization, optimizing processes and workflows. Shared access to information and collaboration between teams has improved communication and strategic decision making. The reporting and analytics functionality allows me to identify trends, opportunities and risks, allowing me to make informed and informed financial decisions.

Cons:

What has been a drawback for us is its initial implementation, as it can require a significant investment of time and resources. It has a steep learning curve, especially for those who are not familiar with the platform. Additionally, integration with legacy systems and applications can present technical challenges that require careful planning and configuration expertise. Difficulties are quickly overcome and it allows us to enjoy the benefits of this tool very quickly.

Michelle
Operations Associate in US
Financial Services, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Review of Salesforce

4.0 2 years ago

Pros:

I like how customizable the software is. You can have it built around your business and not the other way around.

Cons:

It could be a little more user friendly. There seem to be many ways to navigate to the same place, or many ways to do the same thing.

Brittany
SR Associate, Technology in US
Financial Services, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Salesforce FSC Review

5.0 2 years ago

Comments: It gets the job done but on a really high level. You can't actually do anything transactional related unless you write specific code. So if you want to see all your platforms in one place and the values for all the clients, then this is the platform you want, but keep in mind this is only a small piece of the puzzle. To get it to work, you need to bring on other items and third party consultants. It can get to be a large project.

Pros:

I like how you can customize anything and everything about Salesforce FSC. If you know how to administer the platform, the possibilities are endless. It is very straight forward to problem solve certain features such as workflow management or contact information.

Cons:

I like that it can do so much, but I also don't like it. They give you a bunch of alternate ways to really pull in what you need. If you want to see account information you need to set up APIs. Don't know how? You need a third party to come in and do it for you. Oh, but wait, you need ANOTHER one of their products that they don't tell you until AFTER you buy FSC. You don't need to know code, but you have to hire a developer that does. It's very frustrating how many third parties need to be brought in to get something that should really be included. If you have the means, go for it, otherwise it's an endless blackhole of expenses.