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
- Employer of Record (EOR) in 150+ countries
- Multi-currency contractor payments
- Automated global payroll management
- Smart invoicing and bulk approvals
- GDPR and SOC 2 compliant infrastructure.
- Integrated time-tracking tools
- Visa and immigration services in 140+ countries
- One-click contract generation
- Expense and bonus management
- Hiring assessment tool
- Single dashboard for all global workforce operations
- 24/7 human support
Pricing Info
Multiplier offers both fixed and quote-based enterprise pricing plans, depending on the service:
Employer of Record
Price: Starts at $400/month per employee
Billing: Monthly
Features Included:
- Instant employment contracts
- Multi-country payroll
- Multi-currency salary payments
- Equity, benefits, and insurance administration
- Expense and leave management
- Employee payslips
- 24/5 support from local HR and legal experts
Contractors
Price: Starts at $40/month per contractor
Billing: Monthly
Features Included:
- Instant contracts and agreements
- Worker classification guidance
- Multi-currency and crypto payments
- Benefits and insurance access
- 24/5 local HR and legal support
Global Payroll
Pricing: Quote-based
Billing: Customized
Features Included:
- Payroll management in multiple countries
- Global equity and benefits handling
- Payroll reports and documentation
- Multi-currency payments
- Expense management
- 24/5 access to local HR and legal support
Immigration Services
Pricing: Quote-based
Billing: Customized
Features Included:
- Visa issuance in 140+ countries
- Expert guidance on local immigration laws
- Ongoing visa and compliance management
Integrations
Multiplier integrates seamlessly with popular Human Resource Information Systems, letting you synchronize employee data and reduce manual entry. Supported integrations include:
- BambooHR
- HiBob
- Zoho People
- Workday Integration (via API)
- Personio Integration
- SAP SuccessFactors Integration
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
Multiplier is a global employment platform that helps businesses hire, pay, and manage employees and contractors in over 150 countries. It simplifies compliance, payroll, and benefits, even if you don’t have a local entity.
Company Email
enquiries@usemultiplier.com
Company's Address
Multiplier Comparisons
Popular Multiplier Alternatives
When you research various Accounting Software services you shouldn’t only look at their list of features and offered pricing packages. Pay attention to the fact that the software must be meeting your needs and business so the more flexible their offer the better. Learn what systems are supported by Salesforce Financial Services Cloud and Multiplier and be certain you will obtain mobile support for whichever devices you use in your company. It may also be a good idea to examine which languages and countries are supported, because this could be a critical factor for many firms.
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