Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
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A Helpful Tool for Streamlining Financial Service Processes
What do you like best about the product?
Salesforce Financial Services Cloud has been very useful for managing customer relationships in a more organized way. I really like how it brings all client information into one place, so it becomes much easier to track interactions, financial details, and follow-ups. The dashboards and reports are also very helpful for getting a quick view of performance without needing to manually prepare anything.
The best part is the automation—tasks, approvals, and workflows save a lot of time, especially for repeated daily activities. Overall, it helps in keeping customer service smooth and ensures that nothing gets missed.
The best part is the automation—tasks, approvals, and workflows save a lot of time, especially for repeated daily activities. Overall, it helps in keeping customer service smooth and ensures that nothing gets missed.
What do you dislike about the product?
One thing that could be improved is the learning curve. For new users, it takes some time to understand all the features and navigation. Also, some configurations require more technical knowledge or admin support, which can slow things down when trying to make quick changes.
At times, the system can feel slightly slow when loading complex reports or large data sets. Aside from that, most features work well once you get used to the platform.
At times, the system can feel slightly slow when loading complex reports or large data sets. Aside from that, most features work well once you get used to the platform.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud has helped us centralize client information that was previously scattered across different systems. Earlier, it was difficult to track interactions, follow-ups, and account updates in one place, which often caused delays. Now, the platform gives us a clear view of each customer’s history, financial details, and open tasks.
Automation has also reduced a lot of manual work, especially for approvals, reminders, and onboarding activities. This has improved our team’s turnaround time and made our internal process much more organized. Overall, it has helped us work more efficiently and deliver better service to customers.
Automation has also reduced a lot of manual work, especially for approvals, reminders, and onboarding activities. This has improved our team’s turnaround time and made our internal process much more organized. Overall, it has helped us work more efficiently and deliver better service to customers.
Great Automation Features, But Customization and Support Need Work
What do you like best about the product?
Capturing repetitive tasks and automating them as action plans allows a developer to aggregate records through the API. This approach is useful for processes such as client identification, verification, collection, and financial recovery.
What do you dislike about the product?
There are countless integrations and third-party add-ons available, but the process of updating and customizing the platform is often complicated. The costs also keep increasing with each new AI or analytics feature that is introduced. Additionally, customer support feels disorganized and inconsistent depending on the channel you use.
What problems is the product solving and how is that benefiting you?
By breaking down data silos, automating manual tasks, ensuring regulatory compliance, and supporting personalized client experiences, this solution offers a unified platform tailored specifically for the banking, wealth management, and insurance industries.
Exceptionally Stable and User-Friendly with Outstanding Support
What do you like best about the product?
The system is easy to use, always works smoothly, never came across any problems with Sales Force. Customer support is always very responsive in a good timely manner, we use it daily at our line of work, very easy to integrate and train new staff of features provided.
What do you dislike about the product?
Actually, everything works well, it is one of the most stable systems we use at our work place, never experienced any difficulties with it, very easy and customer friendly.
What problems is the product solving and how is that benefiting you?
Sales force helps us maintain internal controls, provide our organization with tools to organize our work flow better and adhere to local and group regulations.
Reliable Time-Saver for Financial Services
What do you like best about the product?
I really appreciate how Salesforce Financial Services Cloud significantly reduces the amount of time I spend on administrative tasks, making my workflow much more efficient. Its reliability is another standout feature, ensuring that I experience minimal downtime and can rely on the system to be available whenever I need it. This level of reliability not only saves me time but also provides peace of mind knowing that the software performs consistently well without unexpected outages or disruptions.
What do you dislike about the product?
I find Salesforce Financial Services Cloud could be more flexible in its offerings. The lack of customization options limits my ability to tailor the platform to my specific needs.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud for sales recording, which saves me time in admin tasks and offers great uptime reliability.
Great Power, Great Overhead: Evaluating Salesforce
What do you like best about the product?
It is a comprehensive tool that allows any business to be more efficient with how they connect to clients. I would recommend it to facilitate your CRM.
What do you dislike about the product?
While Salesforce is undeniably powerful, it’s often more complex than it needs to be. The learning curve is steep, routine tasks take too many clicks, and meaningful customization usually requires an admin or developer. Pricing adds up quickly with per-seat licenses, add-ons, and storage limits, and key features can feel paywalled. Frequent UI changes disrupt workflows, reporting can be unintuitive, and integrations tend to add bloat rather than simplicity. For smaller teams, the administrative overhead can outweigh the benefits and pull focus from actual relationship building.
What problems is the product solving and how is that benefiting you?
FSC unifies client data, standardizes onboarding, tracks referrals, and eases compliance, saving time, boosting service, and growing assets overall for the company..
Absolutely Love It – Exceeds Expectations
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how well it centralizes all client data, giving financial advisors a complete 360-degree view of each customer’s financial life. It allows for better client segmentation, personalized engagement, and proactive relationship management. The integration with other Salesforce products, automation capabilities, and powerful reporting tools make it easy to streamline workflows and enhance client satisfaction. The dashboards and analytics are particularly useful for tracking performance and identifying new opportunities, helping teams make data-driven decisions quickly.
What do you dislike about the product?
The biggest downside of Salesforce Financial Services Cloud is its complexity and the steep learning curve for new users. Configuring and customizing the platform often requires significant time and expertise, and ongoing maintenance can be costly. Some features feel overly complicated for smaller teams, and system performance can slow down when handling large datasets or numerous automations. Additionally, licensing and implementation costs can be quite high, which might not be ideal for smaller organizations. Despite these challenges, once properly configured, it remains a powerful and comprehensive solution.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud is helping solve the challenge of managing client relationships and financial data in one place. Previously, client information, account details, and communication records were spread across multiple systems, making it difficult to get a complete view of each client. With Financial Services Cloud, all client interactions, financial goals, and assets are centralized, allowing teams to deliver more personalized and proactive service. Automation of routine tasks and workflows has reduced manual work, improving efficiency and accuracy. The platform’s powerful analytics and dashboards also help identify opportunities, track performance, and ensure compliance, ultimately leading to stronger client relationships and better business outcomes.
Modern Platform, Boosts Productivity & Enhances Visibility
What do you like best about the product?
I love Salesforce Financial Services Cloud for its 360-degree client view and customizable dashboards. These features enable me to effortlessly view financial accounts, interactions, and opportunities all in one place, significantly enhancing my decision-making and client engagement. The ability to manage client relationships, track financial accounts, and streamline processes provides better visibility and collaboration. Moreover, it efficiently resolves issues related to fragmented client data and manual processes by centralizing information and automating workflows. The modern interface of Salesforce Financial Services Cloud makes my team more productive. Additionally, the integration with tools like Microsoft Outlook for email syn and Teams for collaboration greatly enhances our workflow. The initial setup was very straightforward with guided configuration and templates, making the transition smooth and efficient.
What do you dislike about the product?
I find the platform can feel too complex to customize, which can be challenging when attempting to tailor it to specific needs. The reporting dashboards sometimes lack the flexibility required for niche financial metrics, which can limit insights and analysis. Additionally, maintaining a structured data model could be a potential improvement, as mapping external sources to Salesforce objects can enhance customization and ensure better alignment with financial account objects.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to manage client relationships and streamline processes, solving data fragmentation. It centralizes information, automates workflows, and provides a 360-degree client view, improving decision-making and client engagement.
Centralized Treasury Management with Room for Navigation Improvement
What do you like best about the product?
I appreciate how Salesforce Financial Services Cloud centralizes all our treasury-related tasks, providing a clear, consolidated view of information such as bank account statuses, KYC progress, mandate updates, and communication with banks. This centralized system eliminates the inefficiency of data fragmentation, effectively saving me time from searching through emails and Excel sheets. I particularly like the activity timeline feature; the chronological view of all emails, notes, tasks, and status changes provides instant context, which makes my daily workflow much more efficient. This feature ensures that I don't have to dig through files as I can simply scroll through and immediately see what requires attention. The full history view for cases like account openings or mandate updates allows me to track interactions at a glance, know who contacted the bank, what documents were sent, and understand what is still pending. It speeds up processes and ensures nothing is left unchecked or forgotten.
What do you dislike about the product?
Switching between multiple cases feels a bit slow, and it could benefit from more streamlined navigation for multitasking. A feature that allows cases to stay open in tabs or lets me pin the ones I'm actively working on would be helpful. Additionally, having a quick access sidebar for recent items would save time.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud centralizes our treasury tasks, solving data fragmentation and providing clear visibility. The activity timeline improves efficiency by making updates traceable, reducing my need to search through emails or consult colleagues, thus speeding up our processes.
Day-to-Day Salesforce
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how it centralizes client information and gives a 360-degree view of customer relationships. It streamlines data from multiple financial products—like banking, insurance, and investments—into one platform, which helps teams make faster, data-driven decisions and deliver more personalized client experiences.
What do you dislike about the product?
While Salesforce Financial Services Cloud is powerful and comprehensive, it can be complex to customize and maintain—especially for smaller teams without dedicated Salesforce admins. The initial setup and integration with other systems can also be time-consuming, and users sometimes find the learning curve a bit steep before they get fully comfortable with all its features.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps solve the challenge of managing fragmented client data across different systems. By centralizing all financial and relationship information in one platform, it enables better visibility, faster decision-making, and more personalized client service.
It also streamlines workflows like onboarding, case tracking, and compliance management, which saves time, reduces errors, and improves team collaboration — ultimately leading to stronger client relationships and greater efficiency.
It also streamlines workflows like onboarding, case tracking, and compliance management, which saves time, reduces errors, and improves team collaboration — ultimately leading to stronger client relationships and greater efficiency.
Simple to Use, But Performance Lags
What do you like best about the product?
I like that everything in Salesforce Financial Services Cloud is quite simple to use, which makes managing daily tasks straightforward and hassle-free.
What do you dislike about the product?
I find the constant need to log in every day to Salesforce Financial Services Cloud frustrating as it wastes a significant amount of time daily. Additionally, the application sometimes runs slow, impacting my efficiency. I also think the app performance on iPads could be improved to run smoother.
What problems is the product solving and how is that benefiting you?
I find Salesforce Financial Services Cloud easy to use, simplifying data input. However, the constant logging in and occasional slow performance can be frustrating. It could run smoother on iPads for improved efficiency.
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