Salesforce Financial Services Cloud

Salesforce Financial Services Cloud

26 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
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

Pricing

Salesforce Financial Services Cloud

Sales: $300
per month billed annually per user
Service: $300
per month billed annually per user
Sales and Service: $325
per month billed annually per user
Einstein 1 for Sales and Service: $700
per month billed annually per user

Pricing Offerings
Salesforce Financial Services Cloud
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No

No setup fee

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Community Pulse
Key User Insights
	Salesforce Financial Services Cloud
Considered Both Products	Salesforce Verified User Chose Salesforce Financial Services Cloud We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed … Incentivized Helpful?
	Would buy again
	No answers on this topic
	Delivers good value for the price
	No answers on this topic
	Happy with the feature set
	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic
	Implementation went as expected
No answers on this topic

User Ratings
	Salesforce Financial Services Cloud
Likelihood to Recommend	8.0 (1 ratings)