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
- Financial Forecasts
- Scenario Planning
- Sensitivity Analysis
- Step Change
- Quality Outputs & Dashboards
- Collaboration
Pricing Info
One off Costs
Implementation & training Package.
Ensures that implementation times are minimised with system training fitting around your timelines.
Training is done on a one to one company basis and is also fully documented.
Staff leavers replaced by new personnel will be fully covered by the training programme.
Cost – £2550 +VAT Recurring Costs
Recurring Costs Per User
Paid Annually In Advance
- 1 – 5 users
Cost – £200 + VAT per user per month. - 6+ users
Cost – £60 + VAT per additional user a month.
Non Financial Data Integrations
Cost – £50 + VAT per month per integration.
Paid Monthly In Advance
- 1 – 5 users
Cost – £230 + VAT per user per month.
- 6 + users
Cost – £70 + VAT per additional user a month.
Non Financial Data Integrations
Cost – £60 + VAT per month per integration
Integrations
Integrations That Speed Up System Adoption & Shorten Period End Closing
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Whether using direct integrations or CSV imports – our import manager tool will make working with imported data a snip.
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Map once – and on any subsequent import the system will automatically assign the imported data to the correct account, whether when importing the opening trial balance or monthly actuals.
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If accounts are added – simply add the new accounts to the existing map and they will also automatically be mapped in subsequent imports.
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Import external data – payroll, personnel and non core accounting data.
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The import manager tool – speeds up both setup and period end closing.
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Rapier AI – removes much of the drudgery of data setup.
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Major cost and time savings – at setup and monthly, quarterly and annual closings, achieved by using the Import manager and Rapier AI.
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System adoption times – can be reduced to between 4 and 12 weeks using our Integration Manager, Rapier AI and our FP&A Consultants and training programme.
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
ProForecast is an intuitive financial forecasting and business planning software. It shows off its capabilities with its interactive reports, attractive data visualizations, and comprehensive dashboards. Despite its rich features, it is not a complex tool. Instead, it is easy to use and you can access its tools with a few clicks.
Company Email
information@proforecast.com
Contact No.
Company's Address
ProForecast Ltd.
9 Austin Boulevard
Quay West, Sunderland
Tyne & Wear SR5 2AL
United Kingdom
ProForecast Comparisons
Popular ProForecast Alternatives
Every time you research various Accounting Software apps you shouldn’t simply analyze their list of features and provided pricing packages. Keep in mind the solution should be meeting your work processes and company so the more flexible their offer the better. Find our what OSes are supported by Salesforce Financial Services Cloud and ProForecast and make sure you will obtain mobile support for whichever devices you use in your company. You should also find out which languages and geographies are supported, because this may be a critical factor for many companies.
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