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
- Source agnostic
- Data cleansing and validation
- Artificial intelligence
- Taxonomy agnostic
- Quick-reference dashboard
- Savings opportunity finder
- Contract authoring
- Source-to-pay integration
- Contract intelligence
- Contract repository
- Compliance tracking and reporting
- Auto alerts and event reminders
- Supplier information management
- Supplier performance management
- Supplier intelligence
- Easy registration and updates
- Master data management
- Easy requisition and purchasing
- Catalogs
- Purchase orders and tracking
- Invoice management
- Dynamic discounting
- Comprehensive workflows
- Collaborative RFP authoring
- Supplier intelligence
- Real-time auctions
- Sourcing database and dashboards
Pricing Info
GEP SMART is available by quote only. Please contact the vendor for more details.
Integrations
GEP SMART integrates with SAP, Oracle, JD Edwards and all major and most minor ERP and AP systems.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Maersk, Mylan, Exelon
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
Utilize a powerful suite of procurement tools for streamlining your workflows and processes. GEP SMART is a unified, cloud-native solution that helps enterprises and multinationals make fast and more informed purchasing decisions. Apart from procurement tools, it also features smart sourcing that guides users in the entire source-to-pay lifecycle.
Company Email
info@gep.com
Contact No.
Company's Address
Clark, 100 Walnut Avenue
Clark, NJ 07066
USA
GEP SMART Comparisons
Popular GEP SMART Alternatives
Every time you research different Accounting Software services you shouldn’t just analyze their features list and available pricing packages. Consider that the service should be matching your standards and team so the more flexible their offer the better. Learn which systems are supported by Salesforce Financial Services Cloud and GEP SMART and be certain you will get mobile support for whichever devices you use in your company. It may also be a good idea to find out which languages and geographies are supported, as this might be a critical factor for many firms.
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