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Salesforce Financial Services Cloud Reviews & Product Details

Salesforce Financial Services Cloud Overview

What is Salesforce Financial Services Cloud?

Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.

Salesforce Financial Services Cloud Details
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Product Description

Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.


Seller Details
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
584,242 Twitter followers
LinkedIn® Page
www.linkedin.com
78,543 employees on LinkedIn®
Ownership
NYSE:CRM
Phone
+1 (800) 667-6389
Total Revenue (USD mm)
$21,252
Description

Salesforce is a customer relationship management solution that brings customers and companies together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.


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Recent Salesforce Financial Services Cloud Reviews

SB
Subhajit B.Enterprise (> 1000 emp.)
4.0 out of 5
"Very underrated and really affective"
Actually, solves the need of any business, mostly suited for midsize business, but very helpful for managing finances
Victoria J.
VJ
Victoria J.Enterprise (> 1000 emp.)
4.0 out of 5
"Financial services cloud developer experience"
Fast to market finding solutions for development and enhancements to customer experience
Verified User
I
Verified UserEnterprise (> 1000 emp.)
4.5 out of 5
"Excellent experience for our employees"
Fairly easy integrations to legacy systems.
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Salesforce Financial Services Cloud Media

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Video Reviews

92 Salesforce Financial Services Cloud Reviews

4.2 out of 5
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Overall Review Sentiment for Salesforce Financial Services CloudQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
SB
Director commercial technology
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Salesforce Financial Services Cloud?

Actually, solves the need of any business, mostly suited for midsize business, but very helpful for managing finances Review collected by and hosted on G2.com.

What do you dislike about Salesforce Financial Services Cloud?

Licenses are very expensive compared to what you get Review collected by and hosted on G2.com.

What problems is Salesforce Financial Services Cloud solving and how is that benefiting you?

50 solution to create a sink between sales and finance Review collected by and hosted on G2.com.

Victoria J.
VJ
Analyst, Systems Developer
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
What do you like best about Salesforce Financial Services Cloud?

Fast to market finding solutions for development and enhancements to customer experience Review collected by and hosted on G2.com.

What do you dislike about Salesforce Financial Services Cloud?

Out of the box components could have better features Review collected by and hosted on G2.com.

What problems is Salesforce Financial Services Cloud solving and how is that benefiting you?

Sun hung financial products Review collected by and hosted on G2.com.

KR
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic Review from User Profile
What do you like best about Salesforce Financial Services Cloud?

The ability to have access to all the new features that gov cloud does not have Review collected by and hosted on G2.com.

What do you dislike about Salesforce Financial Services Cloud?

The fact that I also use gov cloud plus and it is limited or does not have the access that service cloud has Review collected by and hosted on G2.com.

What problems is Salesforce Financial Services Cloud solving and how is that benefiting you?

Our ability to solve our financial service needs to best serve our customers Review collected by and hosted on G2.com.

Verified User in Financial Services
IF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
What do you like best about Salesforce Financial Services Cloud?

Fairly easy integrations to legacy systems. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Financial Services Cloud?

Understanding best practices in the industry for us to adopt from UI design to workshops. Review collected by and hosted on G2.com.

What problems is Salesforce Financial Services Cloud solving and how is that benefiting you?

Lead management and reporting (this allows for sales coaching) Review collected by and hosted on G2.com.

Luke L.
LL
Systems Analyst - Salesforce
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Salesforce Financial Services Cloud?

The core functionality of FSC is amazing. The scalability is wonderful and customization is simple. Native enhancements are thoughtful. I wouldn't even think anything would be able to compete. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Financial Services Cloud?

Enhancements are focused on banking and insurance. It would be nice if there was an emphasis on wealth management and more integrations. Also, would be wonderful to have a focus on relationships not sales. Review collected by and hosted on G2.com.

What problems is Salesforce Financial Services Cloud solving and how is that benefiting you?

On-boarding, relationship management, meeting notes and inter-departmental communication. We were historically communicating via email and tracking on spreadsheets. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Salesforce Financial Services Cloud?

Great platform with continuous enhancements and a team of account executives that are brilliant to help navigate. Data model is fit for wealth management activities and make it easy to provide good client experience. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Financial Services Cloud?

Einstein activity capture which we are heavily relying on is flaky and not working properly and the Salesforce support team is not able to help ! Review collected by and hosted on G2.com.

What problems is Salesforce Financial Services Cloud solving and how is that benefiting you?

Data model supporting wealth management activity and allow to provide colleagues a 1 stop shop to provide a great client experience. Feature keep being added to improve colleagues and client experiences. Review collected by and hosted on G2.com.

Verified User in Banking
AB
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Salesforce Financial Services Cloud?

It is a great tool is if set up well. Take the time to understand how long things actually take to develop and implement. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Financial Services Cloud?

The time it takes to set everything up and deploy I'd much longer than anticipated. Review collected by and hosted on G2.com.

What problems is Salesforce Financial Services Cloud solving and how is that benefiting you?

Centralized location of tools and information for everyone to access company wide. Review collected by and hosted on G2.com.

Utkarsh Y.
UY
Business Intelligence Analyst
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Salesforce Financial Services Cloud?

The flexibility, change requests and user stories are easy to develop and even more easy to deploy.

Whether you want to do it with coding or without coding, Salesforce provides you with all the services and customizations. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Financial Services Cloud?

The processing power, it's a pro and con both. If we deploy a large size functionality, the server has crashed a few times which has resulted into buisness loss. Review collected by and hosted on G2.com.

What problems is Salesforce Financial Services Cloud solving and how is that benefiting you?

We are using Salesforce Finance Cloud for a huge Lending Firm. It provides us with the flexibility to make changes and support such a huge project which involves millions of people. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Salesforce Financial Services Cloud?

Ability to gain visibility into the associates day to day activity. Understanding and measuring what they do allows the organization to better plan around next steps. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Financial Services Cloud?

It's challenging to deploy without a very strategic company wide plan. In most organization's I've worked at, it was deployed without this plan. If there was some way to make the adoption process simpler it'd be great Review collected by and hosted on G2.com.

What problems is Salesforce Financial Services Cloud solving and how is that benefiting you?

Business process for bankers at our organization. From KYC, to lead and prospect organization, it gives the banker the ability to get organized in how they tackle their workload Review collected by and hosted on G2.com.

VR
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Salesforce Financial Services Cloud?

This is really helpful clouds for service cloud case management and we are happy to address all the issue Review collected by and hosted on G2.com.

What do you dislike about Salesforce Financial Services Cloud?

Nothing much. I don't have anything to give negative feedback Review collected by and hosted on G2.com.

What problems is Salesforce Financial Services Cloud solving and how is that benefiting you?

We are on health cloud and we are having clinical data. We have billing info for all the apps Review collected by and hosted on G2.com.