Agentforce Financial Services
Salesforce, Inc.Reviews from AWS customer
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Easy Product Management and Customizable Solutions
What do you like best about the product?
The ease of use of showing all the products a customer owns and the ability to customize the out of the box solution to make it your own. The flexibility is what makes the product shine.
What do you dislike about the product?
Some of the relationship functionality. It’s a bit cumbersome to build out all the interrelationships between personal and business . The new Finserv Standard platform does address some of the issues with the historical managed package.
What problems is the product solving and how is that benefiting you?
Seeing all the accounts in one centralized page helps dramatically. Our call center and front line associates see the snapshot of our customers first and foremost helping them in their day to day activities.
Great Reusable Integrations, but Pricey
What do you like best about the product?
Clean service integrations that are reusable for our agents and extensible for our customers on the front line. The iterative roadmap is also feedback driven.
What do you dislike about the product?
Cost is too high for the price. I wish the experience was provided ootb with service cloud. That said Omni script is a game changer for API integrations digitally.
What problems is the product solving and how is that benefiting you?
Customer servicing for our bank customers across multiple business units. Retail focused with a need for sales and service across voice and chat. Inclusive of wealth advisory and service flows.
Great Resources and Solutions, but Adoption Challenges for Less Tech-Savvy Users
What do you like best about the product?
Nimble and provides ample resources and infrastructure to make change. Great way to provide data and solutions to our customers and our employees at Valley.
What do you dislike about the product?
We have trouble with adoption of the platform. There are individuals who are not technologically savvy and it provides a significant upskill to get the representation of these folks.
What problems is the product solving and how is that benefiting you?
Providing activity and pipeline data that can help forecast future balance sheet numbers. We tie in our underwriting system in order to provide detailed analysis of our pipeline.
My Experience with Salesforce Financial Services Cloud
What do you like best about the product?
What I like the most about Salesforce Financial Services Cloud is how it centralizes all client information in one place, making it easier to track interactions, manage relationships, and provide personalized financial advice. The dashboards are very intuitive, and automation features save a lot of time with routine tasks. It also integrates well with other Salesforce tools, which helps improve collaboration across teams and departments.
What do you dislike about the product?
Sometimes the platform can feel a bit complex for new users, and the amount of customization available can be overwhelming at first. Also, some processes can be slow when handling large amounts of data. However, once you get used to the system, it becomes much easier to navigate and use effectively.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps me solve several problems in managing client relationships. Before using it, I struggled to keep track of client interactions and important details. Now, everything is organized in one place, so I can easily access data, follow up faster, and give clients a more personalized experience. It also helps my team work better together and saves time by automating repetitive tasks. Overall, it makes my work more efficient and keeps my clients happier.
Great for data integration
What do you like best about the product?
It supports a lot of methods for integration with existing systems, including 3rd party tools and APIs which allows personalization and tailoring to specific needs and processes.
What do you dislike about the product?
Since it allows personalization and tailoring these features and customization options can make the initial setup and configuration process challenging and time-consuming. It also can be quite expensive because deeper integrations can lead to hiring third party developers
What problems is the product solving and how is that benefiting you?
As a BPO client service manager, we use salesforce to manage customers interactions/information/payment history/contracts etc. Also is great for data analytics to provide insights on customer's behaviors to enable data-driven decisions.
Most organized and convenient app
What do you like best about the product?
Salesforce provided me with an easy to navigate database, operates efficiently without performance degradation. User-friendly design allows quick access to key features, a wide range of capabilities within the site that allows every record to be easily created, located, and updated.
What do you dislike about the product?
I have noting bad to say; no complaints about salesforce ,since I never had a negative experience with it. It remains my preferred site when using database systems. I have had three different work experiences and it has performed flawlessly in every single one of them.
What problems is the product solving and how is that benefiting you?
It minimizes the need for different systems, integrating any necessary fields in one app, allowing you to organize and access data as necessary. The search tool accelerates the process of problem solving client issues or even internal communication.
A powerful CRM tailored for financial services with strong customization
What do you like best about the product?
The platform provides a 360-degree view of clients, which makes it easy to track interactions, manage financial accounts, and personalize engagement. Its integration with other Salesforce tools and third-party applications is seamless, and the dashboards help visualize complex financial data clearly.
What do you dislike about the product?
The biggest challenge is the complexity of setup and customization—while it’s powerful, the initial implementation often requires significant consulting support, which can be expensive. The learning curve can feel steep for new users, and performance sometimes slows when handling large volumes of data. Licensing costs are also higher compared to some alternatives, making it less accessible for smaller firms.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps consolidate client data from multiple systems into a single platform, giving a complete 360-degree view of each client. This eliminates the inefficiencies of switching between different tools and spreadsheets. It also improves collaboration across teams by centralizing notes, documents, and communication history. With relationship mapping, it solves the problem of disconnected client and household data, making it easier to identify cross-selling and upselling opportunities. Automated workflows reduce repetitive manual tasks, which saves time and lowers the chance of errors. Overall, it enhances client service, strengthens compliance tracking, and increases efficiency, allowing teams to focus more on relationship building instead of administrative work.
Great UI, very interactive
What do you like best about the product?
The UI is great. If you have used Salesforce you will be familiar with some tool, colors, options. It has much much better interface than most fin services software. It feels modern and easy to use.
What do you dislike about the product?
If you have not used Salesforce before you might have some hard time understanding it. Additionally, some of the same issues in Salesforce happen in Salesforce Fin Services Cloud such as the inability to communicate between tables and sources, and reporting is limited,
What problems is the product solving and how is that benefiting you?
It is very useful if you already have Salesforce, since it connects nicely with the CRM part of the software. The alert system is great. And it is useful to have contacts, relationships, accounts and financials in the platform.
Makes work smoother but takes some getting used to
What do you like best about the product?
I’ve been using Salesforce Financial Services Cloud for a while now, and overall it’s been really helpful in keeping everything organized. I like how it puts client info, interactions, and tasks all in one place—it makes it easier to follow up and stay on top of things without digging through multiple tools.
That said, it’s not the most “plug and play” software. There’s definitely a learning curve at first, and sometimes it feels like there are too many features packed in. Once you figure out your flow though, it really does make daily work a lot smoother.
If you’re in financial services and want something that centralizes your client management, I’d say Salesforce is worth the investment—it just takes some patience to really get comfortable with it.
That said, it’s not the most “plug and play” software. There’s definitely a learning curve at first, and sometimes it feels like there are too many features packed in. Once you figure out your flow though, it really does make daily work a lot smoother.
If you’re in financial services and want something that centralizes your client management, I’d say Salesforce is worth the investment—it just takes some patience to really get comfortable with it.
What do you dislike about the product?
One of the biggest downsides is how overwhelming it can feel at first. There are so many menus and features that it’s easy to get lost if you don’t know exactly where to click. Sometimes I spend more time figuring out the system than actually doing the task. It can also run a bit slow when there’s a lot going on, which gets frustrating in a busy day. Overall it works, but I wish the layout was a little more straightforward and beginner-friendly.
What problems is the product solving and how is that benefiting you?
It helps me keep track of all client details, interactions, and follow-ups in one place, so I’m not bouncing between spreadsheets or notes. The organization makes it easier to remember where each client is in the process and makes communication feel smoother. It also helps reduce mistakes since everything is logged and easy to reference. Overall, it saves time and keeps me more consistent with follow-ups.
Personalized Client Engagement in Financial Services
What do you like best about the product?
The platform gives a complete view of client relationships, making it easier to personalize interactions. Built-in financial services tools like relationship maps and compliance workflows save time, while automation improves efficiency and reduces manual effort.
What do you dislike about the product?
Setup can be complex and often requires consultants. Licensing and customization are costly, and the system has a steep learning curve. Some firms still need extra tailoring to align the platform with their workflows.
What problems is the product solving and how is that benefiting you?
It helps us unify client data across multiple systems, giving advisors a complete picture of each relationship. This reduces manual tracking, improves compliance, and allows us to deliver more personalized service. Automation of onboarding and regulatory processes saves time and lets our team focus more on building client trust and driving growth.
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