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
- Budgeting
- Reporting
- Project Planning
- Analysis
- Strategic Planning
- Visual Analytics
- Forecasting
- Revenue Planning
- Capital Expenditure Planning
- Cash Flow Planning
- Reporting and Analytics
- INtegrated Financial Planning
- Financial Consolidation
Pricing Info
Contact Prophix for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.
Integrations
Prophix interfaces seamlessly with hundreds of ERP systems. Using industry standard ODBC, Prophix can connect directly to a variety of databases, flat files, websites, other external data sources or your data warehouse.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Pfizer, Hyundai, Milwaukee Bucks, Suzuki
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
Prophix delivers an innovative software that automates critical financial processes such as budgeting, planning, consolidation, and reporting.
Company Email
info@prophix.com
Contact No.
Company's Address
350 Burnhamthorpe Road West, Suite 1000
Mississauga, Ontario, L5B 3J1
Canada
Prophix Comparisons
Popular Prophix Alternatives
No Accounting Software will be able to solve all the requirements of a business. Even though main functionalities of Salesforce Financial Services Cloud and Prophix are important you should also carefully examine the integrations provided by every solution. Quote frequently you will already be working with various kinds of SaaS software in your company and it’s always better to select software that integrate well with one another. If you do that you will be able to guarantee an effortless exchange of information between your teams and services, which can really reduce time wasted on migrating between one app and the other.
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