TrustRadius

S&P Capital IQ vs. Salesforce Financial Services Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
S&P Capital IQ
Score 7.8 out of 10
N/A
Capital IQ is a market intelligence software solution offered by S&P Global Market Intelligence, which is the result of McGraw Hill Financial's acquisition of SNL Financial.N/A
Salesforce Financial Services Cloud
Score 8.1 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…N/A
Pricing
S&P Capital IQSalesforce Financial Services Cloud
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
S&P Capital IQSalesforce Financial Services Cloud
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
S&P Capital IQSalesforce Financial Services Cloud
Top Pros
Top Cons
Best Alternatives
S&P Capital IQSalesforce Financial Services Cloud
Small Businesses

No answers on this topic

Creatio
Creatio
Score 9.1 out of 10
Medium-sized Companies

No answers on this topic

Creatio
Creatio
Score 9.1 out of 10
Enterprises
Factiva
Factiva
Score 6.7 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
S&P Capital IQSalesforce Financial Services Cloud
Likelihood to Recommend
9.0
(7 ratings)
8.0
(1 ratings)
Likelihood to Renew
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
S&P Capital IQSalesforce Financial Services Cloud
Likelihood to Recommend
S&P Global Inc.
Cap IQ is well suited for analyzing security pricing and valuation, tracking stock performance over time, looking up comparable transactions, and analyzing valuations on an industry basis. The service is also well suited for charting and data analysis purposes.
Verified User
Anonymous
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Salesforce
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
Verified User
Anonymous
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Pros
S&P Global Inc.
  • Plugins that change and analyze analysis improve it.
  • Capital IQ is user-driven, unlike other market participants, which helps streamline the dashboard and acquire accurate data.
  • Any report or analysis delivers the most in fewest words. In this data-driven world.
Verified User
Anonymous
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Salesforce
  • Organization.
  • Tracking.
  • User friendly.
Verified User
Anonymous
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Cons
S&P Global Inc.
  • S&P Capital IQ's add-in slows down my Excel when I incorporate formulas into it.
  • S&P Capital IQ's algorithms don't necessarily look in the footnotes of company filings, which can make for a less robust analysis of financials and multiples than desired.
  • The user interface is not very user-friendly and thus makes maximizing the software's features difficult. It could be more intuitive to use and not so busy (e.g. not so many small icons on one web page). The S&P Capital IQ support team, however, is always available and very helpful.
Verified User
Anonymous
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Salesforce
No answers on this topic
Likelihood to Renew
S&P Global Inc.
[It's the] best ever.
Becky Reid | TrustRadius Reviewer
Becky Reid
President
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Salesforce
No answers on this topic
Alternatives Considered
S&P Global Inc.
We had Capital IQ in addition to Bloomberg. It was much easier for a new person to use Capital IQ than Bloomberg. The ease of use was a huge selling point for us. Yahoo finance on the other hand is free, but you cannot gather all the data you may need in one location like you can in Capital IQ.
CM
Caitlin A. Mabe
Assurance Associate
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Salesforce
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.
Verified User
Anonymous
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Return on Investment
S&P Global Inc.
  • We were a boutique investment bank, so it helped multiple people doing their job at the same time instead of waiting for a turn on the Bloomberg terminal.
  • Brought more interactive reports in PDF format to the table.
  • Saved some money, if I have to go basic.
Verified User
Anonymous
Read full review
Salesforce
  • Helped track everything in one place.
Verified User
Anonymous
Read full review
ScreenShots