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
- Physician Insights Portal
- Actionable Billing Data
- Democratized Knowledge
- Earnings Tracking
- Practice Benchmarking
- End-to-End Claims Management
- Billing Specialists
- Continuous Automation & Integration
- Simple & Modern Interface
- Fully-Managed Billing
- HIA & PIPEDA-Compliant
Pricing Info
ResolvMD offers three enterprise pricing plans for users to choose from. Check the following details:
Paperless Full-Service Billing – 0.69% of the claims paid
- Direct claims sent via Connect Care
- Claims processing for all types
- Unlimited claims
- Easy client onboarding
- Dashboard access in real-time
- Reporting features
- Live support
- Referral programs
Standard Full-Service Billing – 1.19% of the claims paid
- All features in Paperless Full Service Billing, Plus:
- Multiple options for claims receipt
- Claims processing for all types
- End-to-end claims lifecycle management
- Secure messaging via email
Business Groups/Clinics – By quote
- All features in Standard Full-Service Billing, Plus:
- Unlimited users
- Price matching assurance
- Processing & collection of group fees
- Simplified & dynamic claim collection
- Customizable reporting
Integrations
ResolvMD integrates with EMR/EHR systems like Connect Care.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Dr. Jonathin Lubin, Dr. Alexandra Kirvan, Dr. Omar Damji
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
ResolvMD is a healthcare billing solution that merges professional expertise and democratized insights to improve physicians' practice and billing performance.
Company Email
info@resolvmd.com
Contact No.
Company's Address
ResolvMD
900, 520 3 Ave SW, Calgary, Alberta, T2P 0R3
Canada
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Every time you choose a app that you think will be an actual asset for your company you shouldn’t simply pay attention to what experts have to say about it. Quite frequently individual experience with the software may be different, depending on specific preferences and requirements. That’s why in our reviews we also give our User Satisfaction Rating for every solution to give you a quick impression of how actual users of Salesforce Financial Services Cloud and ResolvMD rate their contact with the service. Our algorithm is built around detailed analysis of product mentions on other sites, social media as well as blogs, so you are going to get a full and reliable overview of what other clients think about each service. In this case Salesforce Financial Services Cloud has a total satisfaction rating at 98% while for ResolvMD 100% of users claim they had a positive experience with it.
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