Salesforce Financial Services Cloud vs. Zinnia SmartOffice
| Product | Rating | Most Used By | Product Summary | Starting Price |
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 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 |
 Zinnia SmartOffice | Score9.9 out of 10 | N/A | Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features. | $70 per month per user |
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| Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
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| Salesforce Financial Services Cloud | Zinnia SmartOffice | |
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| Likelihood to Recommend | 8.0 | 7.5 |