TrustRadius

enVisual360 vs. Salesforce Agentforce Financial Services

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
enVisual360
Score 8.0 out of 10
N/A
A modular solution for financial advisors, an integrated KYC compliance CRM, Wealth Management, trust and company administrations software with document management, AML / FATCA / CRS compliance and Accounting / Asset management software. Users only need to license the modules needed, and is offered in both an entry-level Boutique version to the larger Enterprise edition. enVisual360 is a product from enSynergy Professional Services in Doncaster.N/A
Agentforce Financial Services
Score 8.4 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
enVisual360Salesforce Agentforce Financial Services
Editions & Modules
No answers on this topic
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
Offerings
Pricing Offerings
enVisual360Agentforce Financial Services
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
enVisual360Salesforce Agentforce Financial Services
User Ratings
enVisual360Salesforce Agentforce Financial Services
Likelihood to Recommend
8.0
(1 ratings)
7.5
(5 ratings)
Usability
-
(0 ratings)
7.5
(4 ratings)
User Testimonials
enVisual360Salesforce Agentforce Financial Services
Likelihood to Recommend
enSynergy Professional Services
It is well suited for a small to medium size organization with 0 to 200 employees. It is well suited where customer is willing to share financials with SaaS based application. It is not suited for organization who want lot if customizations as per their business needs as this software works on mostly standard business processes.
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
Salesforce
Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too.
Verified User
Anonymous
Read full review
Pros
enSynergy Professional Services
  • Compay & Trust Management
  • Transaction monitoring and insights
  • Asset Management
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
Salesforce
  • Ease of use
  • Reporting
  • Customisation
Verified User
Anonymous
Read full review
Cons
enSynergy Professional Services
  • UI/UX
  • License Pricing
  • Change Management
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
Salesforce
  • Automation. There is room to automate certain processes that require manual executions.
  • Implementation. It is hard and requires a 3rd party to help to implement which is costly.
Oscar Elizondo Espinosa | TrustRadius Reviewer
Oscar Elizondo Espinosa
Client Specialist
Read full review
Usability
enSynergy Professional Services
No answers on this topic
Salesforce
It does its job but could be better. I think it all comes down to each business configuration of the platform.
Verified User
Anonymous
Read full review
Alternatives Considered
enSynergy Professional Services
enVisual360 is more of a finance management tool whereas SAP HANA Cloud is comprehensive enterprise management ERP solution. enVisual360 is relatively easy to use solution. enVisual360 is very much economical as compared to SAP HANA Cloud. enVisual360 has low scope of customizations as compared to SAP HANA Cloud. Overall enVisual360 is suited for organizations with employee count 0 to 100.
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
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
Read full review
Return on Investment
enSynergy Professional Services
  • 5% growth in overall profit
  • 10% reduction in manpower
  • More comprehensive dashboards and MIS reports
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
Salesforce
  • Positively helpful with targets
  • Motivating and encouraging
  • Helpful with figures
Verified User
Anonymous
Read full review
ScreenShots