Salesforce Financial Services Cloud

NOAWARDS
YET
Pricing:
By quote
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- PO generation
- Vendor onboarding
- Goods received
- Budget data
- Flexible forms
- Centralized communication
- Mobile approvals
- Smart view filters
- File attachments
- Email notifications
- Duplicate requests
- SSO integration
- ERP integration
Pricing Info
Tipalti Approve offers four pricing plans to suit every business need.
Enhanced/Integrated – By Quote
- 100 full-access users
- 5 subsidiaries
- 5 comprehensive spend dashboards
- All Starter features
- SSO
- Rest API access
- Netsuite integration
- Vendor onboarding flows
- HR system integration
- Vendor database enrichment
- Contract repository
- Slack/WhatsApp channel
- Customer success manager
- Bi-Weekly check-in and training option
Enterprise – by quote
- 1,000 full-access users
- 20 subsidiaries
- 20 comprehensive spend dashboards
- All Enhanced features
- Custom email alerts
- Customized dashboard
- Dedicated cloud
- SLA
- Slack/WhatsApp channel
- Customer success manager
- Weekly check-in and training option
Unlimited/Unleashed – by quote
- Unlimited full-access users
- Unlimited subsidiaries
- Unlimited comprehensive spend dashboards
- All Enterprise features
- Localization
- Custom integrations
- Slack/WhatsApp channel
- SLA
- Customer success manager
- On-Demand check-in and training option
Integrations
Tipalti Approve integrations include:
- NetSuite
- Priority
- Slack
- Gmail
- Sage – Coming soon
- Quickbooks – Coming soon
- Google SSO
- Okta SSO
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Similar Web, eToro, Visa
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 modern procurement platform that enables businesses to simplify purchase requests, streamline approvals, and monitor spending. Includes features such as PO generation, vendor onboarding, goods received confirmation, and budget data. Integrates with all leading ERPs.
Company Email
contact@approve.com
Company's Address
Dover, Delaware
Approve.com Comparisons
Popular Approve.com Alternatives
In case you are still having second thoughts about which solution will work best in your case it may be a sound idea to examine each service’s social metrics. These metrics are quite often a way to see how popular each product is and how big is its online presence. For instance, in case of Facebook Salesforce Financial Services Cloud has 703094 likes on their official profile while Approve.com profile is liked by 17 users.
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