InvestorFlow vs. Salesforce Financial Services Cloud
InvestorFlow vs. Salesforce Financial Services Cloud
Product | Rating | Most Used By | Product Summary | Starting Price |
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InvestorFlow | N/A | InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow integrates deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow states they currently serve over 150 clients including 25 of the top 50 alternative asset managers, with over $3.5… | N/A | |
Salesforce Financial Services Cloud | 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 |
InvestorFlow | Salesforce Financial Services Cloud | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
InvestorFlow | Salesforce Financial Services Cloud | |
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Top Pros | No answers on this topic | |
Top Cons | No answers on this topic |
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InvestorFlow | Salesforce Financial Services Cloud | |
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Small Businesses | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Medium-sized Companies | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Enterprises | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
InvestorFlow | Salesforce Financial Services Cloud | |
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Likelihood to Recommend | - (0 ratings) | 8.0 (1 ratings) |
InvestorFlow | Salesforce Financial Services Cloud | |
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Likelihood to Recommend | InvestorFlow No answers on this topic | Salesforce |
Pros | InvestorFlow No answers on this topic | Salesforce |
Alternatives Considered | InvestorFlow No answers on this topic | Salesforce |
Return on Investment | InvestorFlow No answers on this topic | Salesforce |
ScreenShots |