Salesforce Financial Services Cloud vs. Wolters Kluwer CCH ProSystem fx
Salesforce Financial Services Cloud vs. Wolters Kluwer CCH ProSystem fx
Product | Rating | Most Used By | Product Summary | Starting Price |
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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 | |
![]() Wolters Kluwer CCH ProSystem fx | N/A | Wolters Kluwer offers the ProSystem fx Suite (also the CCH ProSystem fx Suite editions with similar capabilities), a workflow management suite with document management system for accounting firms. The solution presents centralized firm management capabilities with firm, employee and client dashboard, project and contact management, and billing / invoicing, as well as reporting and marketing capabilities. | N/A |
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
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Salesforce Financial Services Cloud | Wolters Kluwer CCH ProSystem fx | |
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Salesforce Financial Services Cloud | Wolters Kluwer CCH ProSystem fx | |
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Small Businesses | No answers on this topic | Dext Prepare (with Receipt Bank) Score 8.9 out of 10 |
Medium-sized Companies | No answers on this topic | Vertex Score 8.6 out of 10 |
Enterprises | No answers on this topic | Vertex Score 8.6 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Salesforce Financial Services Cloud | Wolters Kluwer CCH ProSystem fx | |
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Likelihood to Recommend | 8.0 (1 ratings) | 9.0 (1 ratings) |
Salesforce Financial Services Cloud | Wolters Kluwer CCH ProSystem fx | |
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Likelihood to Recommend | ![]() Salesforce
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Pros | ![]() Salesforce
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Cons | ![]() Salesforce No answers on this topic | ![]() Wolters Kluwer
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Alternatives Considered | ![]() Salesforce
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Return on Investment | ![]() Salesforce
| ![]() Wolters Kluwer No answers on this topic |
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