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
- Purchase order vs. supplier deliverables matching
- Supplier self-portal
- ERP/accounting integration
- ONESOURCE Inirect Tax compliant (Thomson Reuters)
- Quick review of travel details
- Manager access to authorize expenses
- Online booking with trip segment imports from the app
- Report attachments
- iOS, Android, BlackBerry, Windows Phone apps
- Over 25 template reports
- ISO 27001, SOC 1 / SSAE16 and PCI certifications and audits
- credit card integration
Pricing Info
Standard Edition – $8/report (average price)
- Expense report creation
- Expense report approval
- Automated expense policy enforcement
- Mobile app
- Receipt capture
- Personal card integration
- Corporate card integration
- Basic reporting (pre-defined reports)
- App center access
- Single sign-on
Optional Services:
- Itinerary management
- End user support
- Report auditing
- Advanced reporting
Integration Options:
- QuickBooks
- Netsuite
- Salesforce
- 3rd party integrators
Professional Edition – By quote
- Expense report creation
- Expense report approval
- Automated expense policy enforcement
- Mobile app
- Receipt capture
- Personal card integration
- Corporate card integration
- Basic reporting (pre-defined reports)
- App center access
- Single sign-on
- VAT tracking
- Advanced expense policies
- Advanced approval workflows
- Multiple reimbursement accounts
Optional Services:
- Travel booking
- Itinerary management
- End user support
- Report auditing
- Advanced reporting
Integration Options:
- SAP
- Netsuite
- Salesforce
- 3rd party integrators
Integrations
- accounting systems
- ERP
- e-receipts of airlines, hotels, restaurants, transportation providers
- credit card integration
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Getty Images, Salesforce, Unisys, Elizabeth Arden, Acumed
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
Helping business owners and executives manage travel expenses with an on-the-go app suite.
Company Email
Contact No.
Company's Address
601 108th Ave NE Suite 1000
Bellevue, Wa. 98004
Concur Comparisons
Popular Concur Alternatives
Almost as essential as features and customer support level are pricing packages offered by Salesforce Financial Services Cloud and Concur. While pricing should not be the only element it’s surely a key thing to think about. You should count on a flexible pricing package that can be adjusted to your business size and easily scaled up every time your company grows. Be sure that you don’t opt for packages that include advanced functionalities that you won’t use and always try to get in touch with the vendor directly because big companies can often benefit from discounts. You should also try out a free trial or demo of each software to spend at least some time on actual work with the system. It’s a useful experience that doesn’t require you to invest any money and offers a reliable overview of what it feels like to work with Salesforce Financial Services Cloud and Concur.
Page last modified