Salesforce Financial Services Cloud vs. Wolters Kluwer CCH ProSystem fx

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesforce Financial Services Cloud
Score 8.4 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
Wolters Kluwer CCH ProSystem fx
Score 7.9 out of 10
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
Pricing
Salesforce Financial Services CloudWolters Kluwer CCH ProSystem fx
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 CloudWolters Kluwer CCH ProSystem fx
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 CloudWolters Kluwer CCH ProSystem fx
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Salesforce Financial Services CloudWolters Kluwer CCH ProSystem fx
Small Businesses
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Score 9.2 out of 10

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Medium-sized Companies
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Score 9.2 out of 10
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Score 8.0 out of 10
Enterprises
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User Ratings
Salesforce Financial Services CloudWolters Kluwer CCH ProSystem fx
Likelihood to Recommend
8.0
(1 ratings)
7.6
(4 ratings)
User Testimonials
Salesforce Financial Services CloudWolters Kluwer CCH ProSystem fx
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
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Wolters Kluwer
It does well with preparing tax returns once all the updates are in. It does a good job of providing report creation flexibility. Their multiple applications communicate well with each other. The Engagement module which is designed for audits needs improvement. So does their Scan module which is designed for document management.
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Pros
Salesforce
  • Organization.
  • Tracking.
  • User friendly.
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Wolters Kluwer
  • Robust tax preparation
  • Workflow management for teams
  • Integration with other apps
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Cons
Salesforce
No answers on this topic
Wolters Kluwer
  • There are times in which the program does freeze/stopped processes
  • The binder search feature could be enhanced for easier use
  • Ability to change a client name and have it reflected in the local file room
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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.
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Wolters Kluwer
Intacct is what we use for data input and management. It is on cloud like CCH ProSytem fx is. We can use it anywhere, away on a conference, work from home, work offsite, as long as we have a laptop and internet. There is nothing to install on your computer, you just need the link and your username and password to log in. Microsoft Dynamics GP was used for 3 years and we finally abandoned it after trying out QuickBooks. The interface was not user friendly. We used QuickBooks for 3 years before we transitioned to Intacct, there was always something broken--no major issues, just small problems--and we got fed up.
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Return on Investment
Salesforce
  • Helped track everything in one place.
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Wolters Kluwer
No answers on this topic
ScreenShots