enVisual360 vs. Salesforce Financial Services Cloud
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 enVisual360 | Score8 out of 10 | N/A | A modular solution for financial advisors, an integrated KYC compliance CRM, Wealth Management, trust and company administrations software with document management, AML / FATCA / CRS compliance and Accounting / Asset management software. Users only need to license the modules needed, and is offered in both an entry-level Boutique version to the larger Enterprise edition. enVisual360 is a product from enSynergy Professional Services in Doncaster. | N/A |
 Salesforce Financial Services Cloud | Score8.2 out of 10 | N/A | The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services… | $300 per month billed annually per user |
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| Editions & Modules | No answers on this topic |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
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| enVisual360 | Salesforce Financial Services Cloud | |
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| Likelihood to Recommend | 8.0 | 8.0 |