Salesforce Financial Services Cloud vs. Zinnia SmartOffice
Salesforce Financial Services Cloud vs. Zinnia SmartOffice
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 | |
Zinnia SmartOffice | N/A | Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features. | $70 per month per user |
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Editions & Modules | No answers on this topic |
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Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Salesforce Financial Services Cloud | Zinnia SmartOffice | |
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Top Pros | No answers on this topic | |
Top Cons |
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Salesforce Financial Services Cloud | Zinnia SmartOffice | |
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Small Businesses | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Medium-sized Companies | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Enterprises | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Salesforce Financial Services Cloud | Zinnia SmartOffice | |
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Likelihood to Recommend | 8.0 (1 ratings) | 7.5 (2 ratings) |
Salesforce Financial Services Cloud | Zinnia SmartOffice | |
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Likelihood to Recommend | Salesforce | Zinnia |
Pros | Salesforce | Zinnia |
Cons | Salesforce No answers on this topic | Zinnia |
Alternatives Considered | Salesforce | Zinnia |
Return on Investment | Salesforce | Zinnia |
ScreenShots |