Salesforce Financial Services Reviews

Overview

Salesforce

Salesforce Financial Services Cloud integrates sales, service, and marketing into a consistent, personalized customer experience across all departments and communication channels. From tellers at retail banks to wealth & asset management advisors, Salesforce will help you transform how you work with customers as well as how you work within your organization.

The Financial Services Cloud and its asset management software centralizes all of your client data, so your client relationships are more visible and organized. That means that you will have more time to discover important insights, such as new growth opportunities. Plus, when all client interactions are recorded and managed in a platform, you will be better prepared to comply with regulations.

Media

Core Features

Wealth Management Features

Attendance Tracking
Client Portal
Online Application
Data Import/Export
Financial Planning
Investment Tracking
Loyalty Program
Performance Measurement
Portfolio Management
Patient Records

Financial Planning Features

Accounting Integration
Budgeting & Forecasting
Cash Management
Consolidation/Roll-Up
Credit Card Management
Investment Management
Risk Management
Tax Management

Pricing

Pricing Type

Contact Vendor

Free Version

Payment Frequency

Quote Based

Vendor pricing page

30 Days Trial

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Licensing & Deployment

Cloud Hosted
Web-based
iPhone/iPad
Android
Windows
Mac
Linux

Support

Phone

Knowledge Base

Help Guides
Video Guides
Blogs
Webinars
Case Studies
On-Site Training

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