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
Payroll
- support thousands of employees across unlimited number of companies
- integrate with other CYMA software modules
- allow any organization to process payroll in-house
- write payroll checks
- run instant payroll reports
- calculate employee earnings, deductions, 401k, cafeteria plans
- EFT Direct Deposit
- worker compensation categories
- multi state payroll
- wide variety of tax and earnings reports
Employee Self-Service
- secure, anytime/anywhere payroll information access
- time entry for your employees and supervisors through any web browser
Human Resources
- manage human resources process in one simple solution
Accounts Payable
- manage vendor relationships
- process invoices
- manage payments
- process 1099s
Accounts Receivable
- manage customer relationships
- process invoices
- track payments
- manage credit activities
After-The-Fact
- detailed reports
- custom screens can be defined
Bank Reconciliation
- review/adjust transactions to reconcile bank accounts
- easy retrieval of checking account-related transactions
- produce past bank reconciliation information
General Ledger
- record journal entries, recurring journal entries, prior year adjustments
- record allocations, reversing journal entries, and beginning balances
- custom reporting abilities
- detailed audit trails
- extensive budgeting capability
- 24-character account number
- complete date sensitivity
Inventory Control
- flexible, general purpose
- perpetual inventory accounting system
Job Costing
- control over labor costs
- system automated billings
- easy to view and read contract information
- advanced financial reporting
- attach photos, specifications, blueprints, or any other file to a job/project
Project Tracking (integrates with General Ledger)
- simplified version of tracking revenues, expenses, budgets and activities
Purchase Order
- enter, track, print and manage vendor purchase orders
Sales Order
- provides many pricing options – an advanced “variable definition price matrix”, product, warehouse and alternate.
Staffing
- integrated for the needs of temporary staffing companies
- pay and bill different amounts based on assignment/job function
- track the billing, payroll and budgeted amounts
System Manager
- controls users, companies, security, and a wide variety of system features
Pricing Info
Here is the information about CYMA cost:
CYMA is sold by modules that can be added on top of each other, and sold through a quote from an authorized re-seller. The modules are typically as follows: Accounts Payable; Accounts Receivable; Bank Reconciliation; General; Ledger; Payroll; Employee Self-Service; Human Resources; Purchase Order; Sales Order; System Manager.
Integrations
CYMA integrates with the products of these accredited third-party vendors:
- Multi View Incorporated
- Access 1 Time System
- ClubTec
- NatPay
- Global Data Vault
- eOfficeMgr
- BizLibrary
- INSZoom
- Certify
- Home Care Solutions
- FBOperational Fuel Management System
- CYMA Forms
- DonorExpress
- AP Technology
- Systems Concepts
- Manage Incorporated
- BNA Software
- Specialized Business Solutions
- Pro-Ware Software
- TMx
- Direct EDI
- Piracle Secure Payment Solutions
- StarShip Software
- Pervasive
- F9
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
The accounting software solution for growing mid-sized businesses with flexible user environments and a full suite of useful accounting software modules, among others.
Company Email
info@cyma.com
Contact No.
Company's Address
2330 W University Drive, Suite 4
Tempe, Arizona 85281
CYMA Comparisons
Popular CYMA Alternatives
Almost as crucial as functionalities and client support responsiveness are pricing packages provided by Salesforce Financial Services Cloud and CYMA. Although pricing should not be the sole element it’s without a doubt an important thing to consider. You should try to find a flexible pricing package that can be matched with your business size and painlessly scaled up if your business expands. Be sure that you don’t opt for pricing plans that have complex features that you won’t find useful and always try to contact with the vendor directly as enterprises can usually benefit from special pricing. You should also check out a free trial or demo of each service to spend at least some time using it. It’s a useful experience that doesn’t need you to pay any money and provides you with a reliable overview of what it feels like to work with Salesforce Financial Services Cloud and CYMA.
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