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Financial Services Cloud
The world's #1 CRM, reimagined for financial services.
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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
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.
Typical customers
Platforms supported
Support options
Training options
Starting from
No pricing info
Starting from
25
/user
Per month
Value for money
4.3
/5
3
Starting from
No pricing info
Value for money contenders
Functionality
4.0
/5
3
Total features
144
9 categories
Functionality contenders
Overall Rating
4.7
/5
3
Positive reviews
100
%
2
1
0
0
0
Overall rating contenders