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
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NOAWARDS
YET
Pricing:
Starting from $1,990
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Paperless Procurement Process
- Purchase Requests
- Customizable Forms
- Purchase Orders
- Purchase Invoices
- 3-Way Matching
- Approval Workflows
- Smart Alerts
- Automatic Routing
- Supplier Management
- Vendor Onboarding
- Vendor Performance Monitoring
- Analytics & Reports
- Purchase Data Visualizations
- Procurement Integrations
Pricing Info
Kissflow Procurement Cloud offers simple and transparent pricing plans. Starting at $1,990/month (billed annually)
Key Features:
- e-Procurement, Assisted Buying
- Hosted and Punchout Catalogs
- AP Automation and Compliances
- Supplier Portal
- Supplier Management
- Store Management
- Cloud Deployment
- Customizable Platform
- Mobile Support
- Reports and Analytics
- Webhooks and API Support
- Contract Approvals and Repository
Add On:
- Inventory Management
- Comprehensive Sourcing
- Expense Management
- Group Companies
- Subsidiaries
- Public Forms
Integrations
Kissflow Procurement Cloud integrates with:
- QuickBooks
- Xero
- SAP
- Dropbox
- DocuSign
- Microsoft Dynamics
- Oracle
- IBM
- WebMerge
- NetSuite
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
McDermott, Total, World Vision
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
Kissflow Procurement Cloud is a procurement tool that simplifies your purchasing processes and engagements with suppliers.
Company Email
support@kissflow.com
Contact No.
Company's Address
Kissflow, Inc.
1000 N West Street, Suite 1200
Wilmington, Delaware, 19801
USA
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All the data, information and reviews that we offered in this table were gathered from official vendor sites, marketing materials available online, actual experience from real customers as well as our own direct use of every service by an expert. We pay a lot of attention to comprehensively analyze every solution, so we not only study it internally, but we also compare our findings with views of other members from the B2B community.
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