Financial Services Cloud Features

Financial Services Cloud

The world's #1 CRM, reimagined for financial services.

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Financial Services Cloud Feature Summary

  • Household tracking
  • Influence tracking
  • Account alerts
  • Relationship tracking
  • Team assignments
  • Financial management
  • Referral tracking
  • Suite of compliance features
  • Usage tracking
  • Monitor data access
  • Field audit trail
  • Platform encryption
  • Collaboration tools
  • Einstein analytics
  • A visual client relationship map
  • Holistic view of client data
  • Task management
  • Intelligent to-do list
  • Custom views
  • Drag & drop interface
  • B2C Client Data Model
  • Einstein Analytics for Financial Services Cloud
  • Client & Household Profiles
  • Financial Goals
  • Wallet Share Calculations
  • Client & Household List Segmentation
  • Needs Assessment
  • Alerts / Notifications
  • Advisor Homepage
  • Household & Relationship Groups
  • Relationship Map
  • Financial Accounts (Wealth & Retail Banking)
  • Customizable Financial Rollup Summaries
  • Wealth Reports & Dashboards
  • Referral Management (built on leads)
  • Banker Console
  • Banking Data Model Extensions
  • Integrations (list on website)

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (166 other apps)
Accounting Integration (108 other apps)
Accounting Management (106 other apps)
Activity Dashboard (111 other apps)
Auditing (77 other apps)
Automatic Notifications (100 other apps)
Automatic Reminders (80 other apps)
Billing & Invoicing (114 other apps)
Customizable Reporting (84 other apps)
Data Import/Export (92 other apps)
Electronic Payments (100 other apps)
Expense Tracking (108 other apps)
Invoice Management (158 other apps)
Invoice Processing (95 other apps)
Multi-Currency (93 other apps)
Real Time Data (91 other apps)
Receiving (90 other apps)
Recurring Billing (78 other apps)
Reporting & Statistics (107 other apps)
Third Party Integration (95 other apps)

Competitor Feature Comparison