Salesforce Financial Services Cloud Review

Salesforce Financial Services Cloud
Our score: 8.8 User satisfaction: 98%

What is Salesforce Financial Services Cloud?

Salesforce Financial Services Cloud is a robust platform that combines the power of CRM and wealth management tools to maintain the competitive edge of a company. Built directly on the Salesforce Platform, it leverages a multitude of features that aim to personalize client relationships while giving users a 360-degree view of their company’s financial help. It is also designed to boost productivity using collaboration tools and engagement cards as well as make smarter business decisions using analytics.

Ideal for businesses of all sizes, this platform allows you to explore the different methods by which you can guide your clients on their sales journey. You can even map out and connect multiple households trusts, and business groups, so you can determine how to best interact with each and every one of your customers. To reinforce that, the platform has integrated dashboards and AI capabilities to provide you with actionable insights on client behavior and their business networks.

With this, it is easy to perform wealth management tasks in line with CRM goals so you can accelerate business growth and expand your reach. In case you encounter difficulties in implementing and maintaining this software, the vendor offers a 24/7 toll-free support for your convenience.

Overview of Salesforce Financial Services Cloud Benefits

Salesforce Financial Services Cloud is a great tool that helps entrepreneurs manage their finances in line with CRM goals. With this at your disposal, you can easily keep track of financial goals, determine new opportunities, and grow client relationships. In addition to those, here are some of the major benefits that this platform has to offer:

Streamlined Wealth Management

While primarily designed for managing financial matters, the Salesforce Financial Services Cloud also uses the traditional functions of CRM to help entrepreneurs perform efficient wealth management. Using this, you can get access to features that let you allow contacts to be linked to specific accounts as well as give you the ability to choose how to roll-up financial holdings to different levels. To give you a more personalized user experience, the platform is also equipped with industry-specific features.

Faster and More Efficient Operations

Tackling your finances manually while looking for new business opportunities can be a handful. It involves a lot of time-consuming data input that may be prone to errors and duplications To help you make your wealth management operations faster and more efficient, Salesforce Financial Services Cloud has a built-in Lightning capability. Additionally, it can boost advisor productivity using a number of tools such as proactive engagement cards and client dashboards. These will help you cut down on cumbersome tasks and focus more on attention-demanding responsibilities.

Better Customer Service

Delivering good customer service heavily relies on being there for your clients when they need you. To do this, it is important to remain accessible across all communication channels. Using Salesforce Financial Services Cloud, you can tap your client base via social media, email, and other forms of communication using a single platform. It also leverages AI so you can get easy access to persona-based analytics and client insights. This way, you can engage prospects more effectively and interact with existing clients more efficiently.

Improved Team Collaboration

Trusted by influential investment banks and buy-side firms, Salesforce Financial Services Cloud can give you the tools you need to collaborate securely while streamlining client engagement. It is equipped with in-context collaboration that lets you connect with insurance agents, client associates, and other finance experts. Moreover, it has a Salesforce Inbox feature that can help you and your team members access CRM data in real-time, so you can get all the customer information you need to close deals faster.

Secured Company Data

Your financial data is probably one of the most sensitive information that your company can keep. This is why it is important that you keep it secure at all costs. To help you, Salesforce Financial Services Cloud offers multiple layers of security that let you monitor data access and usage. From event monitoring and field audit trail to platform encryption, this system will ensure that your data and your clients’ information are kept confidential.

Overview of Salesforce Financial Services Cloud Features

  • Einstein Analytics
  • B2C Client Data Model
  • Client and Household Profiles
  • Financial Goal Management
  • Wallet Share Calculations
  • Client and Household List Segmentation
  • Needs Assessment Options
  • Alerts/Notifications
  • Advisor Home Page
  • Household and Relationship Groups
  • Relationship Mapping
  • Financial Account Management (Wealth and retail Banking)
  • Custom Financial Rollup Summaries
  • Wealth Reports and Dashboards
  • Referral Management
  • Banker Console
  • Banking Data Model Extensions
  • Flexible Integration Options
  • Account and Contact Management
  • Advanced Case Management
  • Case Email Auto-Response
  • Case Management
  • Chatter Options
  • Collaborative Forecasting
  • Configurable Profiles
  • Computer Telephony Integration (CTI)
  • Developer Sandbox
  • Email Integration
  • Enterprise Territory Management
  • Integration via Web Service API
  • Lead Management
  • Opportunity Tracking
  • Orders Management
  • Task Management
  • Workflow Automation

What Problems Will Salesforce Financial Services Cloud Solve?

Problem #1: You find it difficult to build new business relationships

Expanding your reach can be quite confusing if you don’t know the people to interact with. Using Salesforce Financial Services Cloud, you can easily turn your client base into an active referral network. It is equipped with robust analytics tools that help you determine promising leads and it even has top-of-the-line networking tools, so you can grow your book of business more effectively.

Problem #2: You are having trouble keeping up with industry regulations

Compliance regulations change quickly, making it difficult for entrepreneurs to keep up while managing their operations. This leads to hefty fines, lengthy audits, and plenty of other cumbersome consequences that will surely take up a lot of your time. By using Financial Services Cloud in conjunction with Salesforce Shield, you can get access to a suite of compliance features. In turn, you can establish consistent onboarding tasks and monitor new regulatory standards without fuss.

Salesforce Financial Services Cloud Position In Our Categories

Knowing that businesses have distinctive business-related demands, it is logical they avoid purchasing a one-size-fits-all, ideal software solution. Still, it is hard to come across such an app even among sought-after software products. The practicable thing to do is to make a list of the several vital factors which entail inspection such as important features, plans, technical skill aptitude of staff members, organizational size, etc. After which, you should do the product research through and through. Read these Salesforce Financial Services Cloud analyses and scrutinize the other software solutions in your list more closely. Such well-rounded product research guarantees you avoid unsuitable applications and choose the one that meets all the function you require company requires.

Position of Salesforce Financial Services Cloud in our main categories:

Salesforce Financial Services Cloud is also listed in the following subcategories:

There are popular and widely used systems in each software group. But are they essentially the best fit for your company’s unique needs? A market-leading software solution may have thousands of subscribers, but does it present what you need? For this reason, do not blindly spend on popular systems. Read at least a few Salesforce Financial Services Cloud Financial Reporting Software reviews and mull over the aspects that you wish to have in the software such as the cost, main functionality, available integrations etc. Then, shortlist a few systems that fit your wants. Try out the free trials of these products, read online comments, get explanations from the vendor, and do your investigation thoroughly. This exhaustive research is sure to assist you choose the finest software solution for your company’s unique wants.

How Much Does Salesforce Financial Services Cloud Cost?

Salesforce Financial Services Cloud Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.

User Satisfaction

Positive Social Media Mentions 63
Negative Social Media Mentions 1

We realize that when you make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Salesforce Financial Services Cloud reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Salesforce Financial Services Cloud. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Salesforce Financial Services Cloud pricing details?

Salesforce Financial Services Cloud Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.

What integrations are available for Salesforce Financial Services Cloud?

Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.


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Reviewed By Jenny Chang
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