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
- QuickBooks Online Integration
- Xero Integration
- Microsoft Dynamics 365 Business Central Integration
- Pipedrive Integration
- Multiple Forecasts and Scenarios
- Onboarding and Set-up Wizard
- Customized Data Import at the Scenario Level
- Multi-Entity, Location or Department
- Advanced Filtering
- Automatic Currency Conversion
- Consolidation
- Roll-up
- Multi-level Budgeting
- Budget to Actuals Analysis
- Collaboration and Sharing
- Export
- Share Forecasts
- Full Manual Control
- Quick Model
- Compound Growth Modeling
- Read/Write or Read-only Privileges
Pricing Info
Dryrun provides two SMB packages and an enterprise pricing option for those seeking more extensive features. Delve into the specifics to identify the plan that aligns most effectively with your business requirements.
Starter – $99/month (billed annually)
- Solo User
- Endless Scenarios
- Hands-On Management
- Import from Excel
- Forecast Sharing
- Live Chat Help
Pro – $199/month (billed annually)
- Dual Users
- Predicted Revenue and Costs
- Endless Forecasting Possibilities
- QuickBooks Online, Xero, Pipedrive Sync
- Spreadsheet Data Upload
- Collaborative Forecasting
- Advanced Modeling Techniques
- Actuals vs. Projected Comparison
- Weekly AR/AP Oversight
- Consolidate Multiple Entities
- Real-Time Currency Updates
- Free Initial Setup
Enterprise – By quote
- Microsoft Dynamics 365 Integration
- Tailored to Suit Your Needs
- Include More Users
- Expand Locations/Entities
- Exclusive Account Support
Integrations
Dryrun integrates with the following business systems and applications:
- QuickBooks Online
- Xero
- Pipedrive
- Microsoft Dynamics 365 Business Central
Importing and exporting from/to spreadsheets is an option as well.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Pulp Studios Inc., Charter & Co., Umault
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
Dryrun sets itself apart by combining powerful cash flow management with intuitive auto forecasting and dynamic modeling, offering unparalleled insights for effective financial planning.
Company Email
hello@dryrun.com
Contact No.
Company's Address
LEVR Media
202, 14032-23 Ave NW, Edmonton, AB T6R 3L6,
Canada
Dryrun Comparisons
Popular Dryrun Alternatives
You should keep in mind that even though both Salesforce Financial Services Cloud and Dryrun may have a top quality range of features every service could be created for a different business size. If you are comparing features you should focus on a business type they are aimed at. Specific functionalities could scale up effectively for large enterprises but if you run a small or medium company it’s often more sensible to stay away from paying for complex functionalities that you might never actually use.
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