Agentforce Financial Services
Salesforce, Inc.Reviews from AWS customer
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Great Data Model, But Overwhelming to Understand All Features
What do you like best about the product?
I like the Data model and that it allows for use to build a loan origination system. We have built a business loan origination system action system on top of FSC.
What do you dislike about the product?
Understanding everything included with purchase of the platform. I do think that the new Salesforce Go will be helpful in u deranging all components though.
What problems is the product solving and how is that benefiting you?
It’s solving the need as a CRM across our FI as well as a loan origination system. We also used it to track leads and referrals for our retail spaces.
Great 360° Customer View and Industry Features, but Some Drawbacks
What do you like best about the product?
360 view of Customer
Industry Specific features
Integration capabilities
Automation and Productivity
Scalability
Best for the existing Experience Cloud customers
Industry Specific features
Integration capabilities
Automation and Productivity
Scalability
Best for the existing Experience Cloud customers
What do you dislike about the product?
Cost and licensing model complexity
Implementation challenges
Performance tuning and capability planning
Adoption from the existing experience cloud
Implementation challenges
Performance tuning and capability planning
Adoption from the existing experience cloud
What problems is the product solving and how is that benefiting you?
Customer 360
Industry specific solutions
Integration capabilities automation
Customisation and integration
Scalability solution who use nCino and other products
Industry specific solutions
Integration capabilities automation
Customisation and integration
Scalability solution who use nCino and other products
Great Features for Financial Services, Looking Forward to Future Improvements
What do you like best about the product?
Features tailored specifically for financial services companies and continued investment expected in the future by Salesforce. Includes analytical and segmentation capabilities out of the box
What do you dislike about the product?
We’ve had issues with scalability and volume for an organization as large as ours, specifically with business rules engine and omniscript. Enhancements to the capabilities are still desired
What problems is the product solving and how is that benefiting you?
More out of the box functionality lessens the need for customization, reducing our technology costs and freeing up resources to focus on product strategy instead of technology execution
Unified Client View and Streamlined Service, but Complex Setup with Learning Curve
What do you like best about the product?
Salesforce Financial Services Cloud gives us a unified view of clients, streamlines onboarding and relationship management, and integrates seamlessly with other tools—making it easier to deliver personalized, efficient financial service.
What do you dislike about the product?
The platform can be complex to configure and customize, requiring significant time and technical expertise. Occasional performance issues and a steep learning curve can slow adoption for new users.
What problems is the product solving and how is that benefiting you?
FSC streamlines client management by unifying financial data, automating workflows, and improving visibility across relationships, helping advisors deliver personalized service, strengthen client trust, and enhance operational efficiency.
Great Connectivity and Features, but Setup and Change Management Need Improvement
What do you like best about the product?
Seamless activities and connectivity. It allows us to use technology that we couldn’t use in the past. The pain points are alleviated with the use of FSC.
What do you dislike about the product?
Salesforce SFC connectivity rigid with limited customization, clunky UI, and slow performance hinders agile supervision workflows. I’d like to better this.
What problems is the product solving and how is that benefiting you?
The problems lie in fragmented client and account data with limited visibility. We also have inefficient workflows and are heavy on the manual processes.
Almost Perfect: Loved by Everyone who Uses It
What do you like best about the product?
Nearly universal in the industry means lots of innovation by default from diversity of users across multiple industries. Solutions easy to cross-apply.
What do you dislike about the product?
Difficult to get data out of Salesforce and into our edw. Difficult to onboard different lines of business and make sf work for all of their unique needs.
What problems is the product solving and how is that benefiting you?
Activity monitoring and forecasting and pipeline management. This helps us by giving us insight into where our prospects are and where our cross selling opportunities are.
Great Account Management
What do you like best about the product?
FSC has been great for our business, the householding of accounts and ease of navigation has been fantastic for our users in allowing us to provide truly great service
What do you dislike about the product?
I feel that there is still a lot of custom work that needs to be done in order to make it what our business was hoping for. Coming from a homegrown system where we had total flexibility, we needed a bit more customization than expected
What problems is the product solving and how is that benefiting you?
FSC is helping us by allowing for easy viewing of household accounts within our salesforce instance which leads to better outcomes for our clients and easier use for our employees
Great Feature Acceleration for Insurance, but Documentation Needs Improvement
What do you like best about the product?
The acceleration of implementing valuable features for insurance is impressive, thanks to the industry-specific infrastructure. There are numerous existing components that simplify the process and can be easily configured by administrators.
What do you dislike about the product?
Documentation is challenging to navigate, or lacking in some cases. Also as users for the past few years, we’ve somehow missed awareness dog some basic functionality, so trying to find ways to stay up to date with all the releases. I suppose you can say that means there’s so much it’s hard to implement it all, but yeah opportunity to improve documentation and presentation of available features.
What problems is the product solving and how is that benefiting you?
Collaboration between customers, systems and teams to facilitate binding policies and pursuing renewals. We’re bringing agent books of business to life and presenting unique angles for them to engage with customers.
Great Out-of-the-Box Features, but Costly and Complex for Existing Users
What do you like best about the product?
Out of the box functionality for most of financial services requirements like wealth, disputes, deposits, etc. easier data model to work with and leverage
What do you dislike about the product?
If you are already on a non FSC data model the refactoring is extensive and expensive negating the benefits. Additional licensing cost to leverage that functionality
What problems is the product solving and how is that benefiting you?
Solved the debit/credit dispute problem with a holistic and integrated solution that is modern, quick and scalable including some standard integrations with core banking products
Great Out-of-the-Box Data Model and Business Process
What do you like best about the product?
Out of the box data model and built in business processes to help the customers get a head start. With option to onboard Sales and Service cloud it enables the customers to automate their processes with key business outcomes.
What do you dislike about the product?
The option to pick and chose the capabilities that are being utilized vs what are not being utilized and dashboard to show the usage would be really helpful.
What problems is the product solving and how is that benefiting you?
We are trying to standardization the experience for all lines of businesses across the company, each LOB has their own Salesforce instance so encouraging all line of businesses to use similar end user experience for all of our reps.
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