Rippling

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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Unified employee database
- Workflow and approval automation
- Electronic management
- Task management
- Position management
- Rippling mobile app
- Custom reports
- Custom alerts
- Open API
- Integrations with over 500 apps
Pricing Info
Rippling’s price starts at $8 a month, per user. You can contact Rippling to receive a custom quote.
Integrations
Rippling offers seamless integrations with over 500 apps, including:
- Slack
- GSuite
- Zoom
- GitHub
- Asana
- Dropbox
- Moz
- DocuSign
- Calendly
- Zendesk
- Front
- Salesforce
- Canva
- Figma
- Amazon Web Services
- PagerDuty
- Benchling
- PayPal
- Brex
- Sage Intacct
- Corcentric
- Expensify
- Carta
- TSheets
- Checkr
- Wishlist
- Lessonly
- 15Five
- Greenhouse
- Pingboard
- LastPass
- Cylance
- Envoy
- Instacart
- OfficeSpace
- SwagUp
- Outreach
- Gong
- Hotjar
- Eventbrite
- Shopify
- Double the Donation
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
Automates HR processes such as onboarding, payroll, time tracking, and electronic document management to improve productivity and security. Integrating with over 500 apps, Rippling’s employee management platform provides a single system for managing and automating human resource operations.
Company Email
support@rippling.com
Company's Address
55 Second Street
San Francisco, CA 94110
USA
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You shouldn’t count on only a wide array of features and flexible pricing packages from a credible Accounting Software. Almost as significant as core 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 Rippling, or you struggle with some problems, or perhaps you’ll want to request a specific change or feature useful to your business you can rely on a responsive and helpful customer support. Check out whether solutions such as phone support, tickets or live chat are available. It’s also a significant advantage if you are able to enjoy individual training or at the very least a knowledge base you can use.
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