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Salesforce Financial Services Cloud vs Powens Comparison (2026)
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Good recommendations?
Salesforce Financial Services Cloud
5
5
4
1
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Powens
5
0
4
3
3
1
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.
Budget Insight brings Open Banking and Open Finance technologies to 230 companies, from major banking institutions to fintech startups. Its API and products enable its clients and their end-users to aggregate financial data and documents and to perform payment initiations.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.8
6
5
4
3
2
1
5
1
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
3.8
4
5
4
3
2
1
0
3
1
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Not enoughreviews yet
Pros
Not enoughreviews yet
Cons
Not enoughreviews yet
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review4 months ago
- Vendor responds to reviews
- Last review4 years ago
Key features
- Total features148
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Bank Reconciliation
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Budgeting/Forecasting
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Carrier Upload
- Case Management
- Cash Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Credit Reporting
- Customer Accounts
- Customer Database
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Data Visualization
- Deployment Management
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- Escrow Management
- Expense Tracking
- Fee Management
- Financial Analysis
- Financial Management
- Financial Reporting
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Investment Advisors
- For Life Insurance
- For Personal Insurance
- Forecasting
- Forms Management
- HIPAA Compliant
- Insurance Policy Management
- Insurance Rating
- Integrated Development Environment
- Interaction Tracking
- Investment Management
- Investments Tracking
- Invoice Management
- Lead Capture
- Lead Management
- Lending Management
- Life & Health
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-Language
- Multi-State
- Multiple Line Rating
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Planning Tools
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Property & Casualty
- Purchasing & Receiving
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Status Tracking
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Transaction Management
- Transaction Monitoring
- Two-Factor Authentication
- User Management
- Visual Analytics
- Visual Presentation
- Web App Development
- Workflow Automation
- Workflow Management
- Total features50
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Bank Reconciliation
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Budgeting/Forecasting
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Carrier Upload
- Case Management
- Cash Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Credit Reporting
- Customer Accounts
- Customer Database
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Data Visualization
- Deployment Management
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- Escrow Management
- Expense Tracking
- Fee Management
- Financial Analysis
- Financial Management
- Financial Reporting
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Investment Advisors
- For Life Insurance
- For Personal Insurance
- Forecasting
- Forms Management
- HIPAA Compliant
- Insurance Policy Management
- Insurance Rating
- Integrated Development Environment
- Interaction Tracking
- Investment Management
- Investments Tracking
- Invoice Management
- Lead Capture
- Lead Management
- Lending Management
- Life & Health
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-Language
- Multi-State
- Multiple Line Rating
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Planning Tools
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Property & Casualty
- Purchasing & Receiving
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Status Tracking
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Transaction Management
- Transaction Monitoring
- Two-Factor Authentication
- User Management
- Visual Analytics
- Visual Presentation
- Web App Development
- Workflow Automation
- Workflow Management
Integrations
- Total integrations9
- Chargent
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Workato
- Xero
- Total integrationsN/A
- Chargent
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Workato
- Xero
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