Salesforce Financial Services Cloud
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Communication Tools
- Customizable Participant Portal
- Multi-Lingual & Multi-Currency Support
- Automated Calculations & Estimations
- Real-Time Share Trading
- Process Documentation
- Award Reporting
Pricing Info
Pricing Info
Global Shares’ SMB and enterprise pricing information is available only upon request. Contact the solution provider for a quote.
Integrations
Integrations
You can integrate Global Shares with your existing single sign-on solutions and other in-house applications.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Cargill, LogMeIn, Generali
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A comprehensive equity administration solution that gives employees seamless experiences as they buy and sell shares in company stock online.
Company Email
Contact No.
Company's Address
Global Shares Execution Services
West Cork Technology Park
Clonakilty
Cork
Ireland
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Pricing:
By quote
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of 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
Pricing Info
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.
Integrations
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.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Farmers Insurance, OneUnited Bank, United Capital, and Central Bank
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.
Company Email
Contact No.
Company's Address
The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States
Salesforce Financial Services Cloud Comparisons
Popular Salesforce Financial Services Cloud Alternatives
Both Global Shares and Salesforce Financial Services Cloud were tested by a panel of reliable SaaS experts who carried out a detailed analysis of all key elements of each solution. Their ultimate rating was prepared by means of unique SmartScore model which calculates an individual partial score to every element like: main features, customer support, mobile device support, security, client satisfaction and market presence. We know useful features are not the only aspect crucial to a business so we make an effort to pay attention to all sides of a app before giving it a final score.
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