Agentforce Financial Services
Salesforce, Inc.Reviews from AWS customer
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Review of Salesforce Financial Services Cloud
What do you like best about the product?
1.Client-Centric Data Model,
2.Built-in Einstein AI provides lead scoring, next-best actions, and predictive insights,
3. Pre-built industry-specific dashboards for KPIs like assets under management, pipeline, referrals, etc.
2.Built-in Einstein AI provides lead scoring, next-best actions, and predictive insights,
3. Pre-built industry-specific dashboards for KPIs like assets under management, pipeline, referrals, etc.
What do you dislike about the product?
Salesforce FSC can be complex to configure, often requiring developer support. The large feature set adds overhead, and integration with legacy systems isn't always seamless.
What problems is the product solving and how is that benefiting you?
Salesforce FSC helps streamline client relationship management by consolidating data across accounts, households, and financial goals into a single view. It reduces manual processes through workflow automation, improving advisor productivity and ensuring regulatory compliance. This has led to faster client onboarding, better service personalization, and improved team collaboration.
Wealth Management Focus
What do you like best about the product?
I like that Salesforce Financial Services Cloud offers a complete view of the client’s financial life. It helps manage relationships more personally and keeps everything compliant and efficient in one place
What do you dislike about the product?
“One limitation is the rigidity in some compliance workflows. While it’s great that it prioritizes regulations, highly regulated firms may still need to build additional customizations to fully align with local or regional compliance needs
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the problem of disconnected data and manual client tracking. It brings all client information—financial goals, interactions, and documents—into one place. For me, that means better productivity, more personalized client service, and easier compliance management.
Salesforce is a powerful tool for organizing client data and improving productivity.
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how it gives a full view of each client and makes everything more efficient personalized service, easy workflows, and better relationship management all in one place.
What do you dislike about the product?
What I dislike about Salesforce Financial Services Cloud is that it can feel overly complex at times there’s a learning curve, and customizing it to fit specific needs can be time-consuming without the right support
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the problem of scattered client information and manual tracking everything’s in one place now, which makes my work more efficient and helps me give clients a more personalized experience.
I really like to use salesforce
What do you like best about the product?
Is easy to use, we can access from anywhere, is one of the most important customer Relation management platform, help teams to make faster decisions based on customers data
What do you dislike about the product?
The could Enhance AI yo better understand the client financial goals
Regular updates and system maintenance require dedicated resources
Licensing fees can be steep, specially for small businesses
Regular updates and system maintenance require dedicated resources
Licensing fees can be steep, specially for small businesses
What problems is the product solving and how is that benefiting you?
Manual repetitive processes; action plan and workflow automation streamline recurring task as onboarding, compliance checks and follow up.
The team can save time, reduce error and focus on building relationships instead of chasing paperwork
The team can save time, reduce error and focus on building relationships instead of chasing paperwork
Team Collaboration
What do you like best about the product?
What I like most about Salesforce Financial Services Cloud is how it brings everything into one place. As an investment advisor, I can see a full picture of the client’s profile, including financial goals, interactions, and account details which helps me provide more relevant advice. It also makes collaboration with relationship managers much smoother since we’re working off the same information in real time. Overall, it saves time and helps us deliver a more personalized client experience.
What do you dislike about the product?
One thing I find challenging is that some parts of the system feel overly complex or require too many clicks to get to simple information. And also, it takes quite a bit of training for new team members to feel comfortable using it fully.
What problems is the product solving and how is that benefiting you?
Managing complex client relationships and their financial needs in one place. Before using it, keeping track of all interactions, accounts, and financial goals was time-consuming and prone to errors.
Very underrated and really affective
What do you like best about the product?
Actually, solves the need of any business, mostly suited for midsize business, but very helpful for managing finances
What do you dislike about the product?
Licenses are very expensive compared to what you get
What problems is the product solving and how is that benefiting you?
50 solution to create a sink between sales and finance
Financial services cloud developer experience
What do you like best about the product?
Fast to market finding solutions for development and enhancements to customer experience
What do you dislike about the product?
Out of the box components could have better features
What problems is the product solving and how is that benefiting you?
Sun hung financial products
Excellent experience for our employees
What do you like best about the product?
Fairly easy integrations to legacy systems.
What do you dislike about the product?
Understanding best practices in the industry for us to adopt from UI design to workshops.
What problems is the product solving and how is that benefiting you?
Lead management and reporting (this allows for sales coaching)
Service cloud review
What do you like best about the product?
The ability to have access to all the new features that gov cloud does not have
What do you dislike about the product?
The fact that I also use gov cloud plus and it is limited or does not have the access that service cloud has
What problems is the product solving and how is that benefiting you?
Our ability to solve our financial service needs to best serve our customers
Great product be prepared for lots of time and money
What do you like best about the product?
It is a great tool is if set up well. Take the time to understand how long things actually take to develop and implement.
What do you dislike about the product?
The time it takes to set everything up and deploy I'd much longer than anticipated.
What problems is the product solving and how is that benefiting you?
Centralized location of tools and information for everyone to access company wide.
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