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
- Comprehensive Knowledge Base
- Reporting & compliance
- Unlimited users & sharing
- Portfolio-level analytics
- Reporting dashboard
- Scenario modeling & analysis
- Cap table management
- Equity awards
- Bulk cap table import & migration
- Multi-user access control
Pricing Info
LTSE Equity offers a straightforward enterprise pricing structure with free and premium plans. Here’s an overview:
Free – $0
- For companies
- Self-service, fully-featured cap table software
- Unlimited equity awards, shareholders, users and sharing
- Reporting and compliance
- Scenario and modeling analysis
Priced to Scale – custom pricing
- For investors and professional services
- Bulk cap table migration and import
- Multi-user access control
- Reporting dashboard
- Portfolio-level analytics
- Priority support
Integrations
No information available.
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 free, cloud-based cap table management and insights software designed to streamline the creation of cap table and modeling of scenarios for startup founders.
Company Email
info@captable.io
Company's Address
Captable.io
San Francisco, CA
USA
LTSE Equity Comparisons
Popular LTSE Equity Alternatives
When you pick a service that you think will be an actual asset for your team you shouldn’t only limit yourself to what professionals have to say about it. Very often personal experience with the service may be different, depending on specific preferences and requirements. This is why in our reviews we also give our User Satisfaction Rating for each service to give you an immediate overview of how actual users of Salesforce Financial Services Cloud and LTSE Equity evaluate their experience with the product. Our algorithm is based on complex analysis of product mentions on other sites, social media as well as blogs, so you will get a full and reliable overview of what other users think about every solution. In this example Salesforce Financial Services Cloud has a total satisfaction rating at 98% while for LTSE Equity N/A% of people claim they had an enjoyable experience with it.
Page last modified