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
-
Project & Cost Accounting
-
P&L on Subsidiaries
-
3-way matching purchase, invoice & inventory
-
Inventory valuation on FIFO, LIFO weighted average
-
Inventory aging
-
Dealer / Sub-dealer views
-
Time & Action Plan
-
Raw materials Demand Planning
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Tag raw materials to an order
-
Time & Leave management
-
Lead & Commission management
-
Human Capital Management
-
Business Intelligence
Pricing Info
Contact Effitrac ERP for information on their basic and enterprise pricing packages. You may also submit a request for a free trial to see if the software is a perfect fit for your business.
Integrations
Effitrac ERP integrates with third-party applications and systems as per client needs.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Swift Merchandise, Milacron, Well Knit Industries
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 single window, micro-verticalized ERP solution that consolidates purchase, inventory, supplier, and customer processes for streamlined business operations.
Company Email
sales@effitrac.com
Contact No.
Company's Address
Effitrac Solutions India Private Limited
DC - 13 & DC - 14, TIDEL Park Coimbatore Ltd
Aerodrome Post, Coimbatore - 641014
India
Effitrac ERP Comparisons
Popular Effitrac ERP Alternatives
Please pay attention to the fact that even though both Salesforce Financial Services Cloud and Effitrac ERP may provide a reliable range of features every app might be aimed at a different company size. If you are analyzing various solutions you may want to give some attention to a business size they are aimed at. Some elements could scale up with no problem for huge enterprises but if you own a small or medium business it’s usually better to stay away from paying for complex features that you might never actually use.
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