Board
NOAWARDS
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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
- Reporting tools
- Drag-and-drop interface
- Dual deployment
- Granular security
- Automated drill-downs
- Predictive analytics
- Real-Time data modeling
- Multi-user data entry
- Workflow management
- Native mobile app
- Visualizations
- Data integration
- Intuitive dashboards
- MS Office integration
- Spreadsheet formulas
Pricing Info
Pricing information available upon request. Please contact the vendor directly for a quote adjusted to your company’s needs.
Integrations
Board comes equipped with prebuilt connectors that allow it to natively integrate data from business applications, traditional and big data databases, as well as structured and unstructured repositories. Moreover, it
integrates with the following business systems and applications:
- Microsoft Excel
- Microsoft Powerpoint
- Microsoft Word
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Coca Cola, Volkswagen, Puma
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
Board is an all-in-one business intelligence platform that combines business intelligence with performance management and data analytics. It comes both as a web-based and an on-premise platform and allows you to manage your workflows. With the software's predictive analytics, you can create plans and make adjustments to your business model and initiatives.
Company Email
Contact No.
Company's Address
Piazza Bernasconi 5, Palazzo Mercurio
6830 Chiasso, Switzerland
Board Comparisons
Popular Board Alternatives
In case you are still having doubts about which software will perform best for your business it might be a sound idea to investigate each service’s social metrics. Such metrics are usually an indicator of how popular each service is and how big is its online presence. For instance Salesforce Financial Services Cloud Twitter profile has currently 434278 followers. At the same time Board Twitter is followed by 3867 people.
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