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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Precise Entry and Exit Points
- Market Trend Analysis
- Accurate Pivot Prediction
- Instant Online Setup
- Optimized for Mobile and Desktop Devoces
- Charting and Signals
Pricing Info
BluSignals has three systems and offers a simple enterprise pricing scheme for its unique product plans where you can choose one system, a combination of two systems, or all three systems in a single package.
BluFractal – A proprietary system that utilizes fractal geometry and mathematics to accurately ascertain the near-term and long-term direction and trend of a tradeable security.
BluNeural – A proprietary system that employs a neural network approach for interpreting investment data flows to determine Buy Zones and Sell Zones of tradeable securities
BluQuant – A long-only proprietary system that selects from Large-Cap stocks and ETFs to provide specific and detailed real-time Buy and Sell signals for intermediate-term investing.
Price information is as follows:
Single System – $117/month or $97/month (Annual Billing)
Two Systems – $174/month or $147/month (Annual Billing)
All Systems – $247/month or $197/month (Annual Billing)
Integrations
BluSignals has a complete search feature, with data feeds that showcase the real-time information of price and volume within the market.
BluSignals also provides a chart analysis tool, which allows traders and investors to use traditional systems for analysis, such as the MACD.
Traders and investors can also find Market Watch news and other relevant information to help depict how the market is moving.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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 trade indicator system designed to help investors, brokers, and traders in the stock market by supplying them with insights on two critical factors - Trends and Pivots - allowing them to have a clear picture of the price's direction and at which point the price will turn (upward or downward).
Company Email
info@blusignals.com
Company's Address
BluSignals LLC
30 Wall Street
New York City, NY
United States
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You don’t want just a wide range of functionalities and flexible pricing packages from a reliable Accounting Software. Almost as significant as key features is a trustworthy customer support. You want to guarantee that when you have any questions about Salesforce Financial Services Cloud or BluSignals, or you run into a problem, or maybe you’ll want to request a specific update or feature useful to your business you can count on a responsive and helpful customer support. Check out whether services such as phone support, tickets or live chat are offered. It’s also a significant advantage if you can benefit from personal training or at least an FAQ you can use.
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