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Salesforce Financial Services Cloud vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesforce Financial Services Cloud
Score 8.3 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
Wealthbox CRM
Score 9.5 out of 10
N/A
Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.N/A
Pricing
Salesforce Financial Services CloudWealthbox CRM
Editions & Modules
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
No answers on this topic
Offerings
Pricing Offerings
Salesforce Financial Services CloudWealthbox CRM
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
Salesforce Financial Services CloudWealthbox CRM
Top Pros
Top Cons
Best Alternatives
Salesforce Financial Services CloudWealthbox CRM
Small Businesses
Creatio
Creatio
Score 9.4 out of 10
Creatio
Creatio
Score 9.4 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.4 out of 10
Creatio
Creatio
Score 9.4 out of 10
Enterprises
Creatio
Creatio
Score 9.4 out of 10
Creatio
Creatio
Score 9.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Salesforce Financial Services CloudWealthbox CRM
Likelihood to Recommend
8.0
(1 ratings)
8.0
(1 ratings)
User Testimonials
Salesforce Financial Services CloudWealthbox CRM
Likelihood to Recommend
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
Read full review
Starburst Labs
Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.
CP
Cortnie Pannill
New Business Team Lead
Read full review
Pros
Salesforce
  • Organization.
  • Tracking.
  • User friendly.
Verified User
Anonymous
Read full review
Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
CP
Cortnie Pannill
New Business Team Lead
Read full review
Cons
Salesforce
No answers on this topic
Starburst Labs
  • Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
  • Issues do not get resolved timely.
CP
Cortnie Pannill
New Business Team Lead
Read full review
Alternatives Considered
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
Starburst Labs
Wealthbox is more user friendly and has a better view
CP
Cortnie Pannill
New Business Team Lead
Read full review
Return on Investment
Salesforce
  • Helped track everything in one place.
Verified User
Anonymous
Read full review
Starburst Labs
  • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
CP
Cortnie Pannill
New Business Team Lead
Read full review
ScreenShots