Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
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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.
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.
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
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