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
Talkwalker by Hootsuite
Score8.1 out of 10
N/A
Talkwalker is a consumer intelligence company that bring sin data from 30+ social networks, 150 million websites, and 100 data partners to give customers a unified view of their consumers. Talkwalker is a Hootsuite solution since the 2024 acquisition.
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.
Talkwalker is well suited for big companies and agencies that are looking for a long-term solution to keep track of the industry and/or their brands and key competitors. While setup requires a bit of dedication (especially in terms of custom filters and tags), once it's done, the tool will give the user a lot of flexibility to analyze the conversations and find the relevant results that answer the business questions. Companies just looking for a tool to track a short time period, or simple things like Twitter hashtags, won't take advantage of the full capabilities of this tool. Therefore, they could feel frustrated when comparing the outcomes/usage versus the costs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Truly global listening platform - monitor a deep range of media types from all over the world. Particularly strong in supporting competitive monitoring and analysis briefs across regions and countries. It monitors content in original language which I believe is a very strong monitoring factor.
Easy to use yet powerful dashboard visualisations - the dashboard interface is among the best I have seen. While it can accomplish many things, and under the hood is a very powerful and complex tool, the user interface is very intuitive, slick, quick and packed with all the KPIs you could want.
Customisation of the tool is a great feature. You can build your own dashboard and reporting spaces to suit your needs. You can schedule alerts from the system in a variety of outputs to keep you up to date with the latest events.
Customer support & technological advancement - the team at Talkwalker are highly proficient, always willing to support our every need, however big or small. Talkwalker aim to release around 4 software updates each year which means the platform is always full of the latest data visualisations and monitoring technologies
Having 'traditional' media monitored alongside social as well as owned media assets in one dashboard space is invaluable to help brands understand where their media footprint lies and how they perform in each media set, relative to the others.
AI - Talkwalker has introduced greater AI capabilities recently which means the capability of the tool in monitoring is ever-increasing, and the accuracy of targeting content and sentiment analysis is improving. The Visual Insights and image recognition technology is a really strong feature, and a very welcome addition to the monitoring aspect
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The system is complicated. With everything that you're able to do, it does come at the cost of simplicity. It definitely requires training and a high level of expertise to properly leverage what it can do.
The system can be slow. If you "ask" it to do too many things at once, it can get hung up and do the spin of doom.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Talkwalker gets the job done at a basic level. It performs regular indexing of existing webpages and tracks the instances in which a particular brand or company is mentioned. Especially for being free, this is an awesome resource. However, it should be said that this product does not perform nearly at the level of the paid options.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They are very helpful, but can sometimes be a little too quick and not explain things in as great a depth as we would like. They have great staff and programs, and we don't really have any other major complaints. Support is very responsive and helpful when need be.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I have yet to find another tool that would provide me with such a detailed information per query. It's such a find! Plus, I get separate emails per a search query and I'm able to archive those emails to the appropriate folders and always have a way of looking back. It's very useful for building monthly reports.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The free tool is a no-brainer. It absolutely helps ferret out mentions on social media that I wasn't aware of before.
Now, I can use the tool for clients, too, so for consultants, it can be a great way to help stay on top of what's being said about them online, as well.
Using the paid version would help delve into even more insights for your business.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
