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…
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Pricing
Salesforce Financial Services Cloud
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Salesforce Financial Services Cloud
Free Trial
No
Free/Freemium Version
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Premium Consulting/Integration Services
No
Entry-level Setup Fee
No setup fee
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Salesforce Financial Services Cloud
Considered Both Products
Salesforce Financial Services Cloud
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Chose Salesforce Financial Services Cloud
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 …