Salesforce Financial Services Cloud vs. Wealthbox CRM

Salesforce Financial Services Cloud

Salesforce Financial Services Cloud

26 Reviews and Ratings

Wealthbox CRM

Wealthbox CRM

9 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Salesforce Financial Services Cloud	Score 8.2 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
Wealthbox CRM	Score 9.0 out of 10	N/A	Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.	N/A

Pricing

Salesforce Financial Services Cloud

Wealthbox CRM

Editions & Modules

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

No answers on this topic

Offerings

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

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Salesforce Financial Services Cloud	Wealthbox CRM
Considered Both Products	Salesforce Financial Services Cloud Verified User Anonymous 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?	Wealthbox CRM CP Cortnie Pannill New Business Team Lead Chose Wealthbox CRM Wealthbox is more user friendly and has a better view. Incentivized Helpful?

Best Alternatives
	Salesforce Financial Services Cloud	Wealthbox CRM
Small Businesses	Affinity CRM Score 9.3 out of 10	Affinity CRM Score 9.3 out of 10
Medium-sized Companies	No answers on this topic	No answers on this topic
Enterprises	No answers on this topic	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Salesforce Financial Services Cloud	Wealthbox CRM
Likelihood to Recommend	8.0 (0 ratings)	8.0 (0 ratings)

User Testimonials
	Salesforce Financial Services Cloud	Wealthbox CRM
Likelihood to Recommend	Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in Incentivized Verified User Anonymous Read full review	Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Pros	Organization. Tracking. User friendly. Incentivized Verified User Anonymous Read full review	Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Cons	No answers on this topic	Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business. Issues do not get resolved timely. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Alternatives Considered	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 as a company. Incentivized Verified User Anonymous Read full review	Wealthbox is more user friendly and has a better view Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Return on Investment	Helped track everything in one place. Incentivized Verified User Anonymous Read full review	Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
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