Salesforce Financial Services Cloud vs. Tier1 by SS&C
| 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 |
 Tier1 by SS&C | N/A | N/A | Tier1’s modular CRM, now from SS&C since the 2022 acquisition, is built specifically for capital markets and investment banking. | N/A |
| Salesforce Financial Services Cloud | Tier1 by SS&C | |||||||||||||||
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| Editions & Modules |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
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| Salesforce Financial Services Cloud | Tier1 by SS&C | |
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| Likelihood to Recommend | 8.0 | - |