Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
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Most organized and convenient app
What do you like best about the product?
Salesforce provided me with an easy to navigate database, operates efficiently without performance degradation. User-friendly design allows quick access to key features, a wide range of capabilities within the site that allows every record to be easily created, located, and updated.
What do you dislike about the product?
I have noting bad to say; no complaints about salesforce ,since I never had a negative experience with it. It remains my preferred site when using database systems. I have had three different work experiences and it has performed flawlessly in every single one of them.
What problems is the product solving and how is that benefiting you?
It minimizes the need for different systems, integrating any necessary fields in one app, allowing you to organize and access data as necessary. The search tool accelerates the process of problem solving client issues or even internal communication.
A powerful CRM tailored for financial services with strong customization
What do you like best about the product?
The platform provides a 360-degree view of clients, which makes it easy to track interactions, manage financial accounts, and personalize engagement. Its integration with other Salesforce tools and third-party applications is seamless, and the dashboards help visualize complex financial data clearly.
What do you dislike about the product?
The biggest challenge is the complexity of setup and customization—while it’s powerful, the initial implementation often requires significant consulting support, which can be expensive. The learning curve can feel steep for new users, and performance sometimes slows when handling large volumes of data. Licensing costs are also higher compared to some alternatives, making it less accessible for smaller firms.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps consolidate client data from multiple systems into a single platform, giving a complete 360-degree view of each client. This eliminates the inefficiencies of switching between different tools and spreadsheets. It also improves collaboration across teams by centralizing notes, documents, and communication history. With relationship mapping, it solves the problem of disconnected client and household data, making it easier to identify cross-selling and upselling opportunities. Automated workflows reduce repetitive manual tasks, which saves time and lowers the chance of errors. Overall, it enhances client service, strengthens compliance tracking, and increases efficiency, allowing teams to focus more on relationship building instead of administrative work.
Great UI, very interactive
What do you like best about the product?
The UI is great. If you have used Salesforce you will be familiar with some tool, colors, options. It has much much better interface than most fin services software. It feels modern and easy to use.
What do you dislike about the product?
If you have not used Salesforce before you might have some hard time understanding it. Additionally, some of the same issues in Salesforce happen in Salesforce Fin Services Cloud such as the inability to communicate between tables and sources, and reporting is limited,
What problems is the product solving and how is that benefiting you?
It is very useful if you already have Salesforce, since it connects nicely with the CRM part of the software. The alert system is great. And it is useful to have contacts, relationships, accounts and financials in the platform.
Makes work smoother but takes some getting used to
What do you like best about the product?
I’ve been using Salesforce Financial Services Cloud for a while now, and overall it’s been really helpful in keeping everything organized. I like how it puts client info, interactions, and tasks all in one place—it makes it easier to follow up and stay on top of things without digging through multiple tools.
That said, it’s not the most “plug and play” software. There’s definitely a learning curve at first, and sometimes it feels like there are too many features packed in. Once you figure out your flow though, it really does make daily work a lot smoother.
If you’re in financial services and want something that centralizes your client management, I’d say Salesforce is worth the investment—it just takes some patience to really get comfortable with it.
That said, it’s not the most “plug and play” software. There’s definitely a learning curve at first, and sometimes it feels like there are too many features packed in. Once you figure out your flow though, it really does make daily work a lot smoother.
If you’re in financial services and want something that centralizes your client management, I’d say Salesforce is worth the investment—it just takes some patience to really get comfortable with it.
What do you dislike about the product?
One of the biggest downsides is how overwhelming it can feel at first. There are so many menus and features that it’s easy to get lost if you don’t know exactly where to click. Sometimes I spend more time figuring out the system than actually doing the task. It can also run a bit slow when there’s a lot going on, which gets frustrating in a busy day. Overall it works, but I wish the layout was a little more straightforward and beginner-friendly.
What problems is the product solving and how is that benefiting you?
It helps me keep track of all client details, interactions, and follow-ups in one place, so I’m not bouncing between spreadsheets or notes. The organization makes it easier to remember where each client is in the process and makes communication feel smoother. It also helps reduce mistakes since everything is logged and easy to reference. Overall, it saves time and keeps me more consistent with follow-ups.
Personalized Client Engagement in Financial Services
What do you like best about the product?
The platform gives a complete view of client relationships, making it easier to personalize interactions. Built-in financial services tools like relationship maps and compliance workflows save time, while automation improves efficiency and reduces manual effort.
What do you dislike about the product?
Setup can be complex and often requires consultants. Licensing and customization are costly, and the system has a steep learning curve. Some firms still need extra tailoring to align the platform with their workflows.
What problems is the product solving and how is that benefiting you?
It helps us unify client data across multiple systems, giving advisors a complete picture of each relationship. This reduces manual tracking, improves compliance, and allows us to deliver more personalized service. Automation of onboarding and regulatory processes saves time and lets our team focus more on building client trust and driving growth.
Reliable and Customizable Solution for Financial Services
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how it brings together customer information, financial accounts, and interactions in one place. The ability to view a complete, 360-degree profile of each client helps us deliver personalized advice and build stronger relationships. The platform’s flexibility allows us to configure it to fit our specific workflows without compromising on security or compliance requirements.
I also appreciate the automation features that reduce manual tasks, allowing our team to focus on more value-added activities. The seamless integration with other Salesforce tools makes collaboration easier, and the reporting features help us track performance and customer engagement effectively. The user-friendly interface and supportive community make adoption smooth and efficient.
I also appreciate the automation features that reduce manual tasks, allowing our team to focus on more value-added activities. The seamless integration with other Salesforce tools makes collaboration easier, and the reporting features help us track performance and customer engagement effectively. The user-friendly interface and supportive community make adoption smooth and efficient.
What do you dislike about the product?
While Salesforce Financial Services Cloud is a fantastic platform, one area that could be improved is the setup process. Because it offers so many features and customization options, it can take some time to configure everything exactly how we need it. However, this also means it’s a very flexible solution that can be tailored to meet specific requirements.
Sometimes new users may find it a bit overwhelming at first, but with the available training resources and support, it’s easy to get up to speed. The investment in time upfront really pays off in the long run, as the platform helps us work more efficiently and serve our clients better.
Sometimes new users may find it a bit overwhelming at first, but with the available training resources and support, it’s easy to get up to speed. The investment in time upfront really pays off in the long run, as the platform helps us work more efficiently and serve our clients better.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud is solving several key challenges we faced in managing client relationships and financial data. Before using the platform, our teams struggled with scattered information, inefficient workflows, and limited visibility into customer needs. With this solution, we can now access a complete view of each client’s profile, financial accounts, and interactions in one place.
This has greatly improved how we serve our clients by enabling personalized advice, faster response times, and better collaboration across teams. Automation tools have also helped reduce manual tasks, freeing up time to focus on strategic work. The platform’s built-in compliance and security features give us confidence that we’re handling sensitive information properly.
Overall, it’s helping us work smarter, build stronger client relationships, and deliver higher-quality service.
This has greatly improved how we serve our clients by enabling personalized advice, faster response times, and better collaboration across teams. Automation tools have also helped reduce manual tasks, freeing up time to focus on strategic work. The platform’s built-in compliance and security features give us confidence that we’re handling sensitive information properly.
Overall, it’s helping us work smarter, build stronger client relationships, and deliver higher-quality service.
Review of Salesforce Financial Services Cloud
What do you like best about the product?
I like how Salesforce Financial Services Cloud centralizes client data and provides a 360-degree view, making it easier to manage relationships and deliver personalized experiences.
What do you dislike about the product?
Sometimes Salesforce Financial Services Cloud can be complex to set up and customize, especially for teams new to the platform. Certain features require additional configuration or training, which can take extra time and resources. However, once properly set up, it’s very powerful for managing client relationships and data.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps solve the problem of fragmented client data by providing a centralized platform where all client information, interactions, and financial accounts are visible in one place. This benefits me by making it easier to track relationships, collaborate with team members, and deliver personalized experiences efficiently, ultimately saving time and improving client satisfaction.
Well encompassing and good for beginners.
What do you like best about the product?
For beginners using this type of software, it is easy to learn and understand, and has everything you need. It is easy to navigate and therefore will retain a lot of customers.
What do you dislike about the product?
I think the software may be a little basic for advanced users. Once customers become more familiar and advanced and their needs for the software change, they may look for new products.
What problems is the product solving and how is that benefiting you?
The product has help me organize and analyze to make my job easier. Trying to track finances through paper can take more time and lead to more errors.
A robust CRM tailored for financial services, but with a steep learning curve
What do you like best about the product?
Salesforce FSC does a great job of consolidating client data and giving a 360° view of relationships, households, and financial accounts. The prebuilt industry-specific objects and workflows save time compared to customizing standard Salesforce from scratch. The integration with other Salesforce products (like Marketing Cloud and Tableau) allows for a more complete picture of customer engagement and performance. It also provides strong compliance features and helps streamline advisor-client interactions.
What do you dislike about the product?
The platform can be complex to implement and requires significant configuration to fully unlock its value. Out-of-the-box features are helpful but often need customization, which can be resource-intensive and expensive. The user interface, while powerful, can feel overwhelming for new users. Additionally, licensing costs are on the higher side compared to other CRMs in the financial services space.
What problems is the product solving and how is that benefiting you?
Salesforce FSC helps centralize client information, making it easier to track households, financial accounts, and key interactions in one place. This has reduced data silos across teams and improved visibility into client relationships. The industry-specific features allow us to spend less time on manual tracking and more time providing personalized service. As a result, our advisors can better anticipate client needs, increase productivity, and strengthen long-term relationships.
Salesforce Financiql Services Cloud has made my life easier than ever
What do you like best about the product?
It has made my job research easier to make. I was suffering a lot before to get a job online without knowing someone. but this has revert the issue because I can have job easier than ever.
What do you dislike about the product?
Not so easy for beginners. The using tools are to sophisticated for beginners. You should have made it more easier to use. It will bring more utilizations
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud is solving too many issues related to unemployment and getting money quickly after a short or occasional job. This is great
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