Agentforce Financial Services
Salesforce, Inc.Reviews from AWS customer
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Smooth Sales Process
What do you like best about the product?
This CRM system makes ones life very easy in terms of getting things well organised for meetings, Having all information well stored. Customer supprt is amazing.
What do you dislike about the product?
Nothing much i think everything is perfect with the platform, I think maybe the user interface can use abit more colours. but overall i am happy with the platform.
What problems is the product solving and how is that benefiting you?
It helps you manage everything that goes into your business in terms of data. and all the tools you need to run your online bussines is available to you at a click of a button. support, marketing,, customer information etc.
SF Cloud for Financial Institutions
What do you like best about the product?
FSC provides a complete view of clients, enabling financial institutions to understand their needs and provide personalized services. The dashboard provides a comprehensive view of the business all at the same place, automate the processes, and helps with data driven insights needed to make informed decisions.
What do you dislike about the product?
Except for the pricing, which to be fair is quite competitive, and the initial set up and customization can be tricky for teams that lack required skills. I feel everything else just click alright. The features and services and the support, everything is good.
What problems is the product solving and how is that benefiting you?
FSC streamlines client on-boarding, account management, and transaction tracking, especially for global clients with multi-currency needs. It automates sales workflows, manages leads, and helps in forecasting requests for member services, leading to more standardized and efficient customer care. And this helps in building strong client relations.
Great experience about Salesforce Financial Services Cloud
What do you like best about the product?
As a PhD accounting researcher, I particularly appreciate how Financial Services Cloud bridges the gap between CRM functionality and accounting intelligence. The platform's ability to automatically map complex client financial relationships through its household architecture aligns perfectly with accounting theory's emphasis on economic entity principles. For my research on financial advisory practices, the audit trail features provide invaluable empirical data on how professionals actually use financial data in client interactions - something traditionally difficult to capture. The integration with accounting systems like QuickBooks Enterprise and automated compliance tracking also demonstrates sophisticated understanding of accounting workflows.
What do you dislike about the product?
From an academic perspective, the platform's "black box" approach to certain financial calculations can be frustrating when trying to validate methodologies for research purposes. The reporting module, while robust for business purposes, lacks the granular data export options needed for rigorous empirical analysis.
What problems is the product solving and how is that benefiting you?
As a PhD student in accounting, Salesforce Financial Services Cloud addresses several critical challenges in financial data management and client servicing that directly benefit my research and practical understanding of the industry:
Fragmented Client Data – Traditional CRMs struggle to capture complex financial relationships, but FSC’s household model mirrors accounting’s entity principle, giving me a real-world example of unified client profiling. This helps me study how data aggregation impacts advisory accuracy.
Manual Compliance Tracking – Automating regulatory checks (e.g., KYC, SOX) saves firms hours of work, and observing this in action provides me case studies on operational efficiency gains—a key focus in my research on audit process optimization.
Fragmented Client Data – Traditional CRMs struggle to capture complex financial relationships, but FSC’s household model mirrors accounting’s entity principle, giving me a real-world example of unified client profiling. This helps me study how data aggregation impacts advisory accuracy.
Manual Compliance Tracking – Automating regulatory checks (e.g., KYC, SOX) saves firms hours of work, and observing this in action provides me case studies on operational efficiency gains—a key focus in my research on audit process optimization.
Helpful for Daily Audits and Service Quality Control
What do you like best about the product?
While I don’t use the Financial Services Cloud specifically, I work daily with Salesforce’s Service Cloud to audit support cases. The platform is reliable, customizable, and helps streamline case management across teams. For any organization, including those in financial services looking for a robust CRM with strong workflow automation and reporting tools, I’d definitely recommend Salesforce. The learning curve can be steep at first, but once you’re familiar with it, it’s a powerful tool.
What do you dislike about the product?
Salesforce can be overwhelming at first, especially for new users. The interface isn’t always intuitive, and it can take time to learn how to navigate all the features effectively. Also, the system can feel slow when dealing with large volumes of data or switching between multiple records quickly. Some tasks require too many clicks, which affects productivity during high-pressure periods
What problems is the product solving and how is that benefiting you?
Salesforce helps centralize and organize all customer interactions in one place, which makes it easier to audit service cases efficiently. It solves the problem of fragmented data by providing a complete history of actions taken on each case. This improves transparency, speeds up the auditing process, and helps ensure consistent service quality. It also allows teams to track performance and identify areas for improvement through detailed reporting and dashboards
A more personalized approach to financial services with salesforce
What do you like best about the product?
One thing I really like about it is how it provides a 360 degree view of clients, which makes it easier to understand their needs and deliver tailored services. I also appreciate its strong focus on compliance and security, which is super important in the financial sector.
What do you dislike about the product?
I really like the platform but one minor challenge is that it can be a bit complex to customize, especially for teams that are new to Salesforce. But once you get the hang on it, it's definitely worth it, which keeps it friendly and balanced.
What problems is the product solving and how is that benefiting you?
I am working in a Marketing agency and it help me to solve the challenge of managing complex client relationships by giving a 360-degree view of client data. It streamlines communications, tracks interactions, and ensure personalized service. For me as an employee of marketing agency, it means better targeting, improved client engagement and the ability to create more impactful, data driven campaigns for financial clients.
Overall a very helpful CRM tool
What do you like best about the product?
I like how I can generate reports based on my needs, this helps with client monthly reviews.
Also our firm has set up the function to open a case to another team, which is very efficient.
Also our firm has set up the function to open a case to another team, which is very efficient.
What do you dislike about the product?
Saving email under client profiles can be a bit troublesome, where you have to click on the emails one by one, and often having to unclick your own name.
What problems is the product solving and how is that benefiting you?
All the client data are easy to filter and be put into groups. This helps with later marketing and targeting.
Also the life events column is very straight forward, saves us time and easy to use.
Also the life events column is very straight forward, saves us time and easy to use.
I have 4 years of experience working with Salesforce, managing Sales Cloud and Service Cloud modules
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how it’s specifically designed to meet the unique needs of financial advisors and institutions. It offers a 360-degree view of clients by integrating financial accounts, goals, and interactions all in one place, which helps deliver personalized advice and stronger client relationships.
What do you dislike about the product?
One challenge with Salesforce Financial Services Cloud is that it can be complex to set up and customize, especially for organizations without dedicated Salesforce admins or developers. Sometimes the learning curve is steep for new users, which can slow initial adoption
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the problem of disconnected client data and fragmented workflows common in the financial industry. By providing a unified platform that integrates client profiles, financial accounts, goals, and interactions, it helps advisors get a complete, real-time view of their clients.
Very good service
What do you like best about the product?
What is most liked about Salesforce Financial Services Cloud is its ability to offer a complete and personalized view of the customer, facilitating more efficient and needs-focused financial attention.
What do you dislike about the product?
1. High cost (licenses, customization, maintenance).
2. Steep learning curve.
3. Complex technical customization.
4. Performance may decrease with large volumes of data.
5. High dependency on the Salesforce ecosystem.
2. Steep learning curve.
3. Complex technical customization.
4. Performance may decrease with large volumes of data.
5. High dependency on the Salesforce ecosystem.
What problems is the product solving and how is that benefiting you?
1. High cost of implementation and licenses.
2. Complexity in customization and configuration.
Benefits me:
1. Job opportunity: Companies need consultants, administrators, and expert developers in FSC.
2. Training demand: You can offer or take courses to train new users.
2. Complexity in customization and configuration.
Benefits me:
1. Job opportunity: Companies need consultants, administrators, and expert developers in FSC.
2. Training demand: You can offer or take courses to train new users.
Account Manager
What do you like best about the product?
What I like most about Salesforce Financial Services Cloud is how it’s purpose-built for financial services professionals. The client-centric data model makes it incredibly easy to get a 360-degree view of customer relationships, including households, accounts, and financial goals—all in one place. The built-in tools for tracking referrals, managing leads, and automating routine tasks help streamline workflows and improve client engagement. I also appreciate how customizable FSC is, especially when integrated with other Salesforce products or third-party platforms.
What do you dislike about the product?
One area that could be improved is the initial setup and configuration. While FSC is powerful, getting it optimized for a specific organization’s needs can be complex and time-consuming, especially without experienced admins or developers on the team. Additionally, some of the advanced features require additional licensing or development work, which can drive up costs. But once it’s properly configured, the platform’s long-term value far outweighs the early challenges.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the common challenge of managing fragmented client data across multiple systems. By centralizing customer information—such as financial accounts, interactions, goals, and household relationships—it enables a unified view of each client. This has helped me streamline workflows, personalize communications, and provide more proactive support. FSC’s automation and task management tools also reduce manual work, so I can focus more on high-value client interactions and strategic account growth. Overall, it enhances client satisfaction, improves retention, and increases operational efficiency.
Salesforce: A Powerful Tool For Managing Corporate and Commercial Clients
What do you like best about the product?
What I Like best about Salesforce is that it helps us manage clients efficiently with secure data, automation and real-time insights, essentially for daily business success.
What do you dislike about the product?
Salesforce can be complex to customize sometimes, with a steep learning curve and occasional performance lags when handling large databases or workflows.
What problems is the product solving and how is that benefiting you?
Salesforce FSC unifies client data, automates tasks, and ensures compliance-helping us deliver personalized service and work more efficiently every day.
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