Q: What are Salesforce Financial Services Cloud's top competitors?

Redtail CRM , BD Corporate , and Backstop are common alternatives for Salesforce Financial Services Cloud.

Question 1

What is Salesforce Financial Services Cloud?

Accepted Answer

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 CRM can craft personalized communication across all channels and devices for more meaningful customer interactions.

Question 2

What are Salesforce Financial Services Cloud's top competitors?

Accepted Answer

Redtail CRM, BD Corporate, and Backstop are common alternatives for Salesforce Financial Services Cloud.

Question 3

Who uses Salesforce Financial Services Cloud?

Accepted Answer

The most common users of Salesforce Financial Services Cloud are from Small Businesses (1-50 employees).

Salesforce Financial Services CloudCompetitors and Alternatives

Most Commonly Comparedto Salesforce Financial Services Cloud

Redtail CRM

BD Corporate

Backstop

Ebix SmartOffice

Oracle Cloud ERP

Wolters Kluwer CCH ProSystem fx

Salesforce Health Cloud

Junxure

Wealthbox CRM

RightCapital