TrustRadius

enVisual360 vs. Salesforce Financial Services Cloud

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
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
enVisual360Salesforce Financial Services Cloud
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
enVisual360Salesforce 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
enVisual360Salesforce Financial Services Cloud
Top Pros

No answers on this topic

Top Cons

No answers on this topic

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enVisual360Salesforce Financial Services Cloud
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User Ratings
enVisual360Salesforce Financial Services Cloud
Likelihood to Recommend
8.0
(1 ratings)
8.0
(1 ratings)
User Testimonials
enVisual360Salesforce Financial Services Cloud
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 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
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
  • Organization.
  • Tracking.
  • User friendly.
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
No answers on this topic
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
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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
  • Helped track everything in one place.
Verified User
Anonymous
Read full review
ScreenShots