Compare Salesforce Financial Services Cloud and Wealthbox CRM 
At a Glance
Market Segments
Enterprise (44.4% of reviews)
Small-Business (94.2% of reviews)
Entry-Level Pricing
No pricing available
$59.00 Per Month
Salesforce Financial Services Cloud
Star Rating
(92)4.2 out of 5
Market Segments
Enterprise (44.4% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Salesforce Financial Services CloudWealthbox CRM
Star Rating
(103)4.5 out of 5
Market Segments
Small-Business (94.2% of reviews)
Entry-Level Pricing
$59.00 Per Month
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Salesforce Financial Services Cloud excels in its Pipeline Management with a score of 8.1, allowing for detailed tracking of client interactions and sales processes, while Wealthbox CRM, with a score of 7.8, offers a more simplified approach that may not meet the needs of larger enterprises.
- Reviewers mention that the Task Management feature in Wealthbox CRM is highly rated at 9.0, providing users with an intuitive interface for managing daily tasks, whereas Salesforce Financial Services Cloud scores lower at 7.2, indicating a more complex user experience that may require additional training.
- G2 users highlight the superior Customer Support in Salesforce Financial Services Cloud, particularly in Case Management with a score of 8.8, which is praised for its comprehensive tracking and resolution capabilities, compared to Wealthbox CRM's score of 8.3, which, while still strong, lacks some advanced features.
- Users on G2 report that Salesforce Financial Services Cloud's Marketing Analytics feature, scoring 8.1, provides robust insights into campaign performance, whereas Wealthbox CRM's score of 6.7 indicates a need for improvement in this area, with users seeking more detailed analytics.
- Reviewers mention that the Ease of Use in Wealthbox CRM, rated at 9.3, is a significant advantage for small businesses looking for a straightforward CRM solution, while Salesforce Financial Services Cloud's score of 8.0 suggests a steeper learning curve that may be better suited for larger organizations with dedicated training resources.
- Users say that the Forecasting capabilities in Salesforce Financial Services Cloud, with a score of 7.4, are more advanced, allowing for better sales predictions, while Wealthbox CRM's lower score of 6.2 indicates limitations in this functionality, which could impact strategic planning for users.
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Pricing
Entry-Level Pricing
Salesforce Financial Services Cloud
No pricing availableWealthbox CRM
Basic
$59.00
Per Month
Price is per user / month when billed annually
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Free Trial
Salesforce Financial Services Cloud
No trial information availableWealthbox CRM
Free Trial is available
Ratings
Meets Requirements
8.5
66
9.1
78
Ease of Use
8.0
67
9.3
78
Ease of Setup
7.5
17
8.8
24
Ease of Admin
7.7
17
9.5
18
Quality of Support
8.1
64
8.8
76
Has the product been a good partner in doing business?
8.3
19
9.4
18
Product Direction (% positive)
7.1
64
8.8
67
Features by Category
Content
8.1
8
8.0
49
Platform Additional Functionality
8.5
9
8.3
46
8.9
9
8.8
58
7.7
8
8.7
49
7.7
8
8.5
52
7.6
7
7.6
37
Platform Reporting and Analytics
8.1
9
7.4
50
7.4
7
6.3
31
Customer Support
8.8
8
8.4
47
8.5
9
8.2
46
8.3
8
8.4
49
8.3
9
8.2
34
Marketing Automation
7.8
6
7.1
29
8.6
7
7.9
42
8.1
7
6.7
29
Sales Force Automation
8.1
7
7.9
49
7.2
9
9.0
51
8.1
6
6.7
22
8.5
8
6.8
20
8.3
6
7.7
24
Categories
Categories
Shared Categories
Salesforce Financial Services Cloud and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
Salesforce Financial Services Cloud has no unique categories
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
Salesforce Financial Services Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Wealthbox CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
63.3%
Banking
12.2%
Marketing and Advertising
3.3%
Insurance
3.3%
Wholesale
2.2%
Other
15.6%
Financial Services
95.1%
Investment Management
3.9%
Insurance
1.0%
‐
‐
Other
0.0%
Most Helpful Reviews
Salesforce Financial Services Cloud
Most Helpful Favorable Review
Jill S.
Verified User in Banking
Very easy to navigate the website. Learned the system in a couple hours.
Most Helpful Critical Review
Verified User in Marketing and Advertising
The reporting and customization was lacking- it was difficult to combine some objects to get the right insight the finance team wanted.
Wealthbox CRM
Most Helpful Favorable Review
Verified User in Financial Services
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
Most Helpful Critical Review
Verified User in Financial Services
Not functional with keeping Calendar in sync with Outlook calendar
Jill S.
Verified User in Banking
Very easy to navigate the website. Learned the system in a couple hours.
Verified User in Financial Services
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
Verified User in Marketing and Advertising
The reporting and customization was lacking- it was difficult to combine some objects to get the right insight the finance team wanted.
Verified User in Financial Services
Not functional with keeping Calendar in sync with Outlook calendar
Alternatives
Discussions
Salesforce Financial Services Cloud has no discussions with answers
What does wealthbox do?
4 comments
AH
It's a CRM designed especially for client-facing professionals in the insurance and investment industry.Read more
Does Calendly integrate with Wealthbox?
1 comment
JH
No Calendly does not integrate with Wealthbox. But there is an easy workaround. First, integrate Wealthbox with Google Calendar two-way sync. Then...Read more
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