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Financial Services Cloud Logo

Financial Services Cloud

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

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Financial Services Cloud Pricing, Features, Reviews and Alternatives

Financial Services Cloud FAQs

Q. What type of pricing plans does Financial Services Cloud offer?

Financial Services Cloud has the following pricing plans:
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Financial Services Cloud?

Financial Services Cloud has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does Financial Services Cloud support?

Financial Services Cloud supports the following languages:
English


Q. Does Financial Services Cloud offer an API?

Yes, Financial Services Cloud has an API available for use.


Q. What other apps does Financial Services Cloud integrate with?

Financial Services Cloud integrates with the following applications:
Chargent, Sage Intacct, QuickBooks Online Advanced, Professional Services Cloud, Salesforce Sales Cloud, SAP Concur, Workato, Quickbooks Online, Xero


Q. What level of support does Financial Services Cloud offer?

Financial Services Cloud offers the following support options:
Email/Help Desk, Phone Support, FAQs/Forum, Chat, 24/7 (Live rep), Knowledge Base

Financial Services Cloud product overview

What is Financial Services Cloud?

Unite bankers and advisors with the world's #1 CRM, reimagined for financial services. Built upon Sales and Service Cloud, firms can unlock the full power of their financial institution across different lines of business, core systems, processes, and channels.

Key benefits of using Financial Services Cloud

  • The solution helps supercharge productivity by helping users to manage client engagements, household relationships, and financial life goals from a single connected platform.

  • Financial Services Cloud helps reduce administrative work, enabling advisors to deliver more intelligent and personalized advice to clients.

  • Stay on top of workloads with an intelligently compiled list, and keep track of important tasks on any device.

  • The solution helps advisors deliver a concierge level of service using a comprehensive set of productivity and engagement features.

  • With Financial Services Cloud, organizations can turn their client base into an active referral network by tracking referrals from within the firm, or from 'centers of influence'.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    Phone Support
    FAQs/Forum
    Chat
    24/7 (Live rep)
    Knowledge Base

    Training options

    Webinars
    In Person
    Documentation
    Live Online
    Videos

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    Financial Services Cloud pricing information

    Value for money

    4.3

    /5

    3

    Starting from

    ic-pricetag

    No pricing info

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Financial Services Cloud features

    Functionality

    4.0

    /5

    3

    Total features

    144

    9 categories

    Most valued features by users

    Activity Dashboard
    Third-Party Integrations
    API
    Reporting & Statistics
    Reporting/Analytics
    Data Import/Export
    Alerts/Notifications
    Compliance Management

    Financial Services Cloud users reviews

    Overall Rating

    4.7

    /5

    3

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10
    Rating distribution

    5

    4

    3

    2

    1

    2

    1

    0

    0

    0

    Common Financial Services Cloud comparisons

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    Financial Services CloudvsPlaid

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