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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Expense Management
- Workflow Management
- Automated Workflows
- Unlimited Cards
- Unlimited Rules & Automation
- Unlimited AI Invoice Transcripts
- Payment Management
- Multilevel Approvals
- Automated Accounting
- Automated Receipt Matching
- Vendor Management
- Financial Reporting
- One-click Accounting Sync
- International Payments in USD
- International Payments in Foreign Currencies
Pricing Info
Ramp is free to use. You can contact the vendor for fees on features like expert contract negotiation, international payments, and same-day ACH.
Businesses using Ramp save an average of 5%.
Integrations
- 1Password
- Amazon Business
- AngelList Stack
- BambooHR
- Blackbaud Financial
- BQE
- Corporate Traveler
- Gmail
- Google SSO
- Gusto
- HR Cloud
- Lyft
- Microsoft Dynamics
- Netsuite
- Okta
- Outlook
- Paylocity
- PowerChurch
- Quickbooks
- SAP SuccessFactors
- Sage
- Slack
- Square Payroll
- TravelPerk
- Xero
- Workday
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
A smart expense management and finance automation platform that automates receipt tracking and workflows, simplifies accounting, consolidates spend reporting, and issues unlimited corporate cards. The software is free to use and integrates with a large number of business applications.
Company Email
support@ramp.com
Contact No.
Company's Address
Ramp Business Corporation
71 5th Avenue, 6th Floor
New York, NY 10003 USA
Ramp Comparisons
Popular Ramp Alternatives
You shouldn’t expect simply a wide array of features and adjustable pricing plans from a reliable Accounting Software. Almost as essential as main features is a top-notch customer support. You want to make sure that in a situation where you have any questions about Salesforce Financial Services Cloud or Ramp, or you run into a problem, or maybe you’ll want to request a specific update or feature useful to your team you can count on a responsive and helpful customer support. See whether solutions such as phone support, tickets or live chat are offered. It’s also a major asset if you are able to benefit from individual training or at the very least a knowledge base you can use.
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