Best in Cloud and UI
February 09, 2026
Best in Cloud and UI
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce Financial Services Cloud
Manage client subscriptions, plan renewals, organize cashflows.
Since we have multiple clients in a business to business relationship, it is hard to keep track of each renewal process. Similarly, we customize our subscriptions, so we have client that pay monthly, yearly, or 1-time basis period. Lastly, the payments are done in multiple currencies, and we are subject to FX risk.
Since we have multiple clients in a business to business relationship, it is hard to keep track of each renewal process. Similarly, we customize our subscriptions, so we have client that pay monthly, yearly, or 1-time basis period. Lastly, the payments are done in multiple currencies, and we are subject to FX risk.
Pros
- The IU is really great, in my opinion, other vendors interface are horrible.
- Reporting. The reporting is cool and it allows to automatic reports that can be downloaded and automated.
- Integration. Salesforce Financial Services Cloud has great integration capabilities with other platforms.
Cons
- Automation. There is room to automate certain processes that require manual executions.
- Implementation. It is hard and requires a 3rd party to help to implement which is costly.
- Positive impact - It really helps the tracking and traceability of actions, process and flows. It is very scalable and helps to organize big enterprises.
- Negative impact - It is not cheap, I will consider Salesforce Financial Services Cloud in the upper scale of costs. However, the cloud capacity is top notch.
The interface is great and collaboration is fantastic. Other platforms are so horrible. Salesforce Financial Services Cloud welcomes you to work and is much faster.
Do you think Salesforce Agentforce Financial Services delivers good value for the price?
Yes
Are you happy with Salesforce Agentforce Financial Services's feature set?
Yes
Did Salesforce Agentforce Financial Services live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Salesforce Agentforce Financial Services go as expected?
Yes
Would you buy Salesforce Agentforce Financial Services again?
Yes
Comments
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