| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 Salesforce Financial Services Cloud | 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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| Entry-level Setup Fee | No setup fee | ||||||||||
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| Salesforce Financial Services Cloud | |
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| Considered Both Products |  Salesforce Financial Services Cloud |
| Salesforce Financial Services Cloud | |
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| Small Businesses |  Affinity CRM Score 9.3 out of 10 |
| Medium-sized Companies | No answers on this topic |
| Enterprises | No answers on this topic |
| All Alternatives | View all alternatives |
| Salesforce Financial Services Cloud | |
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| Likelihood to Recommend | 8.0 (1 ratings) |
| Salesforce Financial Services Cloud | |
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| Likelihood to Recommend | Salesforce
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| Pros | Salesforce
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| Alternatives Considered | Salesforce
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| Return on Investment | Salesforce
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