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
- Recurring Billing System
- Business Intelligence Tools
- Recurring Billing API
- Dunning Management
- iPhone App
- ACH/echeck
- Invoicing
- PayPal
- Subscription Management
- PCI Compliant Security
- Branded Payment Websites
- Easy-to-use Interface
- Multi-Gateway Support
- Customer portal
- Automatic Emails
Pricing Info
Chargify offers a 30-day free trial and a quote-based subscription model. You can contact the vendor for more details.
Integrations
- Shopify
- Xero
- Salesforce
- Zapier
- Wufoo
- Formstack
- MailChimp
- ChartMogul
- Ambassador
- Drip
- LeadDyno
- ClickDesk
- Chargely
- CloudWork
- Geckoboard
- INinbox
- Leftronic
- Pipeliner
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Rackspace, Grasshopper, Citrix
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
Grow your business. Use Chargify to sign up, retain, analyze, and manage your recurring customers.
Company Email
Contact No.
Company's Address
2795 East Bidwell Street, #100-247
Folsom, CA 95630
USA
Chargify Comparisons
Popular Chargify Alternatives
No Accounting Software will manate to cater to all the needs of a company. Though core functionalities of Salesforce Financial Services Cloud and Chargify are important you should also thoroughly examine the integrations supported by each solution. Very often your team will already be making use of various kinds of SaaS software in your company and it’s much wiser to select software that integrate well with one another. That way you can be certain of a reliable exchange of data between your teams and services, which can significantly reduce time devoted to migrating between one product and the other.
Page last modified