Agentforce Financial Services
Salesforce, Inc.Reviews from AWS customer
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Great Industry Focus, But Lacks Support for Regional Regulations
What do you like best about the product?
Financial services cloud includes most of what you really need to support a bank crm. The focus on this industry means that customization isn’t always required
What do you dislike about the product?
There isn’t enough support of what financial services needs as a product for geographic regulations and current market trends. Bank are complex and we continue to have to add on
What problems is the product solving and how is that benefiting you?
Scheduling appointments and lead distribution, management, nurturing and coaching have been moved from legacy progresses and modernized. Calendar management as well as a rudimentary level of reporting are enabled as well
Great for Wealth Management, but Sometimes Slow
What do you like best about the product?
It is the best at handling wealth mgmt clients and information. Very handy in setting up an org quickly. One of the finest Enterprise tools available on the market
What do you dislike about the product?
Slow sometimes. Requires a lot of drop lighting knowledge and sometimes it can be daunting for you are never seen you. You just to use them so maybe make the UI more intuitive
What problems is the product solving and how is that benefiting you?
It helps us all the CRM problem where all the clients are not getting enough touch points from the sales people so banks can reach out to them on a timely basis and can have adequate follow-ups and that can expedite the sales process
Financial services cloud made advisor job easy
What do you like best about the product?
Advisors can use the system very well for household management and family tree . Financial account roles to display all roles of a. Account is useful for financial advisor
What do you dislike about the product?
Wealth managers easily manage client relationships. Households also managed very well . Rolliups made easy at financial account level. Advisors can find
What problems is the product solving and how is that benefiting you?
Householdimg and finan cul account roll up's . Relating accounts to roles and contacts also made the job easier. People management also changed a lot .
Fast and Reliable, but Can Be Overwhelming for New Users
What do you like best about the product?
I dont have much experience with it, but i only hear good things about how fast and reliable it is, i do wish I can work more with the tools in the future
What do you dislike about the product?
Salesforce can already be challenging to learn, and adding another layer on top may make it even more overwhelming, especially for new users. The sheer amount of data presented can be too much, making it difficult for both newcomers and experienced users to navigate effectively.
What problems is the product solving and how is that benefiting you?
We are achieving more structured pricing and managing our product portfolio with greater ease of use, which empowers our administrators and power users within our company.
Centralized Data and Great Information Visibility
What do you like best about the product?
Data in one place and visibility of information. I like that we can process data easily and share with others outside of our group as well. Also, usability ease
What do you dislike about the product?
Starting to get familiar with the instance but our users really like it so we look forward to plugging it in to our other instances across the client journey
What problems is the product solving and how is that benefiting you?
Easy processing and data visibility as well as collaboration and insights to best simplify the financial process wish as billing and pricing across our services
Sr Dir of digital marketing
What do you like best about the product?
I like that house holding is built in as it aligns with our current data structure. Additionally the built in compliance and regulatory audit components are welcomed.
What do you dislike about the product?
It can fairly complex on the learning ramp. And I know the various integrations can help make those connections but every financial institution has such a complex stack that having some sort of training package would be ideal
What problems is the product solving and how is that benefiting you?
We don’t currently use Financial Service cloud but it is in our consideration as we look to merge next year. We do appreciate Salesforce tailored solutions that work with its ecosystem.
Comprehensive Customer View, but High Cost and Complexity for Small Teams
What do you like best about the product?
360-degree customer view by consolidating all client data into a single profile.
It brings together scattered client information, such as accounts, investments, and interactions, into one unified view.
It provides a holistic view allows financial advisors to provide more informed and personalized advice, improving customer experience.
Prebuilt data models (object models) speed the implementation and ensure scalability for the long term.
It brings together scattered client information, such as accounts, investments, and interactions, into one unified view.
It provides a holistic view allows financial advisors to provide more informed and personalized advice, improving customer experience.
Prebuilt data models (object models) speed the implementation and ensure scalability for the long term.
What do you dislike about the product?
There is high cost, requiring investment in licensing and implementation. Also complexity can make it a challenging option for smaller teams/companies that do not have the salesforce and FSC expertise
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud excels at delivering a comprehensive 360-degree view of customers by unifying all client information into one profile. This facilitates personalized advice and enhances relationships. Key benefits also include automation of manual tasks to increase employee efficiency, along with flexible, pre-designed data models that can be tailored to meet specific business requirements while ensuring security and compliance.
Innovative but Too Busy—Needs More Focus
What do you like best about the product?
Innovation and industry leadership are evident in how this company brings delight to users, offering comprehensive servicing and data solutions. By managing the entire end-to-end journey for consumers, they provide a seamless, frictionless experience across all channels.
What do you dislike about the product?
The sessions feel too busy and would benefit from a greater focus. I think they should be more tailored to specific needs, with an emphasis on guiding clients throughout their journey. More focused sessions would really help improve the overall experience.
What problems is the product solving and how is that benefiting you?
This solution has been instrumental in connecting our customer journey, from servicing to enabling valuable data insights that drive essential business experiences. It also supports the enterprise in making better use of data.
Great Platform for Banks and CMRM, but Needs Add-Ons for Perfection
What do you like best about the product?
It is a great experience for banks, from customers to associates. It is a great platform for our CRM. It adapts well to building on it. We appreciate the flexibility we have using the product.
What do you dislike about the product?
It doors not provide everything a user needs. It does require additional buildout and applications to make the most. It does have good structure to build upon though.
What problems is the product solving and how is that benefiting you?
It is helping us solve our banks need for a core system of engagement. Users appreciate the ease of use and developers appreciate the ease of customization.
Comprehensive Client Insights and Workflow Automation, but Complex Setup and High Costs
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how seamlessly it connects client data across teams, giving a full 360° view of each relationship. It simplifies workflows, automates key financial processes, and provides actionable insights through customizable dashboards. The integration with existing Salesforce tools also makes collaboration and client servicing much more efficient and personalized.
What do you dislike about the product?
What I dislike about Salesforce Financial Services Cloud is that it can feel overly complex to set up and customize, especially for smaller teams without dedicated admin support. The licensing and add-on costs can also add up quickly. Additionally, some features require significant configuration to work smoothly, which can slow down implementation and user adoption.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps solve the problem of fragmented client information by bringing data from different systems into one unified platform. It makes it easier to manage client relationships, track interactions, and identify new opportunities. The automation of routine tasks and clear visibility into pipelines save time and reduce errors. Overall, it improves collaboration across teams and allows for more personalized, efficient client service, which ultimately strengthens relationships and drives better business outcomes.
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