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
- Digital Approvals (Desktop & Mobile)
- Automated Workflows
- Electronic Payments (Accounts Payable & Accounts Receivable)
- International Payments (Multiple Currencies Available)
- Check Payments
- CRA Remittance Payments (Canada Only)
- Xero Integration (Two-way Sync, Instant Reconciliation)
- QuickBooks Integration (Two-Way Sync, Instant Reconciliation)
- Fraud Detection
- Audit Trails and Record-Keeping
Pricing Info
Plooto offers various SMB and enterprise pricing options and a 30-day free trial of any plan. Accountants and bookkeepers can get free or discounted plans by contacting the vendor.
For Businesses
Grow – C$32/month
- Automatic two-way sync with Xero and Quickbooks
- Streamline invoice processing with Plooto Capture (OCR)
- Set custom approval workflows with unlimited approvers
- Work with unlimited accountant users
- Conduct unlimited domestic transactions per month ($0.5 each)
- Send international payments with competitive exchange rates
- Accept payments with Pre-Authorized Debits (PAD) and credit card
Pro – By quote
- Everything in Grow +
- Automatic two-way sync with Netsuite
- Implement dual controls on user actions
- Manage user access with single sign-on (SSO)
- Access priority customer support
For Accounting Firms
Go – C$9/month
- Automatic two-way sync with Xero and Quickbooks
- Streamline invoice processing with Plooto Capture (OCR)
- Set basic approval workflows with 1 approver
- Work with 1 accountant user
- Conduct 5 domestic transactions per month ($1 each)
- Send international payments with competitive exchange rates
- Accept payments with Pre-Authorized Debits (PAD) and credit card
Grow – C$32/month
- Everything in Go +
- Set custom approval workflows with unlimited approvers
- Work with unlimited accountant users
- Conduct unlimited domestic transactions per month (C$0.5 each)
Pro – By quote
- Everything in Grow +
- Automatic two-way sync with Netsuite
- Implement dual controls on user actions
- Manage user access with single sign-on (SSO)
- Access priority customer support
Integrations
-
NetSuite
-
QuickBooks
-
QuickBooks Online
-
Xero
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
An online payment system that allows businesses and freelancers to streamline and automate the way they send and collect payments. Plooto is fully cloud-based, integrates with leading accounting platforms like Quickbooks and Xero, and can process payments even if the customer doesn’t have a Plooto account. With just an email address, payments are directly and securely transferred to and from your bank account.
Company Email
sales@plooto.com
Contact No.
Company's Address
325 Front St. W., 4th Floor
Toronto, ON M5V 2Y1
Canada
Plooto Comparisons
Popular Plooto Alternatives
You shouldn’t expect exclusively a broad set of features and flexible pricing packages from a credible Accounting Software. Almost as significant as core features is a quality customer support. You want to guarantee that in a situation where you have any questions about Salesforce Financial Services Cloud or Plooto, or you struggle with some problems, or perhaps you’ll want to ask for a certain revision or functionality useful to your company you can trust in a responsive and helpful customer support. Check out if services such as phone support, tickets or live chat are available. It’s also a significant advantage if you can benefit from individual training or at least an FAQ you can use.
Page last modified