Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
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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.
Reliable and Customizable Solution for Financial Services
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how it brings together customer information, financial accounts, and interactions in one place. The ability to view a complete, 360-degree profile of each client helps us deliver personalized advice and build stronger relationships. The platform’s flexibility allows us to configure it to fit our specific workflows without compromising on security or compliance requirements.
I also appreciate the automation features that reduce manual tasks, allowing our team to focus on more value-added activities. The seamless integration with other Salesforce tools makes collaboration easier, and the reporting features help us track performance and customer engagement effectively. The user-friendly interface and supportive community make adoption smooth and efficient.
I also appreciate the automation features that reduce manual tasks, allowing our team to focus on more value-added activities. The seamless integration with other Salesforce tools makes collaboration easier, and the reporting features help us track performance and customer engagement effectively. The user-friendly interface and supportive community make adoption smooth and efficient.
What do you dislike about the product?
While Salesforce Financial Services Cloud is a fantastic platform, one area that could be improved is the setup process. Because it offers so many features and customization options, it can take some time to configure everything exactly how we need it. However, this also means it’s a very flexible solution that can be tailored to meet specific requirements.
Sometimes new users may find it a bit overwhelming at first, but with the available training resources and support, it’s easy to get up to speed. The investment in time upfront really pays off in the long run, as the platform helps us work more efficiently and serve our clients better.
Sometimes new users may find it a bit overwhelming at first, but with the available training resources and support, it’s easy to get up to speed. The investment in time upfront really pays off in the long run, as the platform helps us work more efficiently and serve our clients better.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud is solving several key challenges we faced in managing client relationships and financial data. Before using the platform, our teams struggled with scattered information, inefficient workflows, and limited visibility into customer needs. With this solution, we can now access a complete view of each client’s profile, financial accounts, and interactions in one place.
This has greatly improved how we serve our clients by enabling personalized advice, faster response times, and better collaboration across teams. Automation tools have also helped reduce manual tasks, freeing up time to focus on strategic work. The platform’s built-in compliance and security features give us confidence that we’re handling sensitive information properly.
Overall, it’s helping us work smarter, build stronger client relationships, and deliver higher-quality service.
This has greatly improved how we serve our clients by enabling personalized advice, faster response times, and better collaboration across teams. Automation tools have also helped reduce manual tasks, freeing up time to focus on strategic work. The platform’s built-in compliance and security features give us confidence that we’re handling sensitive information properly.
Overall, it’s helping us work smarter, build stronger client relationships, and deliver higher-quality service.
Review of Salesforce Financial Services Cloud
What do you like best about the product?
I like how Salesforce Financial Services Cloud centralizes client data and provides a 360-degree view, making it easier to manage relationships and deliver personalized experiences.
What do you dislike about the product?
Sometimes Salesforce Financial Services Cloud can be complex to set up and customize, especially for teams new to the platform. Certain features require additional configuration or training, which can take extra time and resources. However, once properly set up, it’s very powerful for managing client relationships and data.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps solve the problem of fragmented client data by providing a centralized platform where all client information, interactions, and financial accounts are visible in one place. This benefits me by making it easier to track relationships, collaborate with team members, and deliver personalized experiences efficiently, ultimately saving time and improving client satisfaction.
Well encompassing and good for beginners.
What do you like best about the product?
For beginners using this type of software, it is easy to learn and understand, and has everything you need. It is easy to navigate and therefore will retain a lot of customers.
What do you dislike about the product?
I think the software may be a little basic for advanced users. Once customers become more familiar and advanced and their needs for the software change, they may look for new products.
What problems is the product solving and how is that benefiting you?
The product has help me organize and analyze to make my job easier. Trying to track finances through paper can take more time and lead to more errors.
A robust CRM tailored for financial services, but with a steep learning curve
What do you like best about the product?
Salesforce FSC does a great job of consolidating client data and giving a 360° view of relationships, households, and financial accounts. The prebuilt industry-specific objects and workflows save time compared to customizing standard Salesforce from scratch. The integration with other Salesforce products (like Marketing Cloud and Tableau) allows for a more complete picture of customer engagement and performance. It also provides strong compliance features and helps streamline advisor-client interactions.
What do you dislike about the product?
The platform can be complex to implement and requires significant configuration to fully unlock its value. Out-of-the-box features are helpful but often need customization, which can be resource-intensive and expensive. The user interface, while powerful, can feel overwhelming for new users. Additionally, licensing costs are on the higher side compared to other CRMs in the financial services space.
What problems is the product solving and how is that benefiting you?
Salesforce FSC helps centralize client information, making it easier to track households, financial accounts, and key interactions in one place. This has reduced data silos across teams and improved visibility into client relationships. The industry-specific features allow us to spend less time on manual tracking and more time providing personalized service. As a result, our advisors can better anticipate client needs, increase productivity, and strengthen long-term relationships.
Salesforce Financiql Services Cloud has made my life easier than ever
What do you like best about the product?
It has made my job research easier to make. I was suffering a lot before to get a job online without knowing someone. but this has revert the issue because I can have job easier than ever.
What do you dislike about the product?
Not so easy for beginners. The using tools are to sophisticated for beginners. You should have made it more easier to use. It will bring more utilizations
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud is solving too many issues related to unemployment and getting money quickly after a short or occasional job. This is great
Excellent in a sales consultant role
What do you like best about the product?
Salesforce was very easy to use and a well-structured CRM. Conducting follow-up was efficient and made easy. Customer information is sufficient and all tabs are helpful for keeping customers engaged
What do you dislike about the product?
The system did have issues loading on several occasions, with no warning. Mainly technical issues I would say. Also if a number in the system was not able to receive SMS, the failed message was hardly noticeable and no full notification was given in that tab!
What problems is the product solving and how is that benefiting you?
Maintaining a book of business and conducted daily follow ups with clients. Everything is centered in one place and easy to navigate. Integrationg with company systems is also seamless, allowing for more time effiency.
Salesforce review
What do you like best about the product?
The visibility of the dashboard and being able to access everything so easily. Very easy to learn and provides everything that I need to be able to complete my job.
What do you dislike about the product?
I would say the thing I dislike the most about salesforce would be the ease of creating duplicate accounts. There should be some extra step in confirming the creation of an account if it detects the contact in the system already. It should also alert the other account owners.
What problems is the product solving and how is that benefiting you?
It is allowing me to be able to complete my job efficiently by having all of my accounts correctly organized and easily accessible with everything I need to be able to work them.
Efficient and Useful, Minor Glitches Resolved Quickly
What do you like best about the product?
I appreciate that the Salesforce Financial Services Cloud is a straightforward system and easy to learn. I love its multitasking capabilities, allowing me to juggle different websites and systems efficiently. I'm impressed by how it enables handling multiple phone calls and aiding clients seamlessly as a financial service representative.
What do you dislike about the product?
I found it difficult to learn the system initially, but over time, I was able to memorize and use it effectively. There were also a couple of bugs occasionally, which caused little issues, although they were fixed immediately.
What problems is the product solving and how is that benefiting you?
I find the product straightforward and easy to learn, enabling me to multitask efficiently, handle calls, and assist clients using various tools.
Powerfull CRM for financial Services
What do you like best about the product?
The platform offers robust client management tools, customizable dashboards, and seamless integration with other Salesforce products, making it easy to track client interactions and manage financial accounts efficiently.
What do you dislike about the product?
The system can be complex for new users, and initial setup/configuration requires time and training to fully leverage all features. The platform’s complexity requires significant training, and setup can be time-consuming before unlocking its full potential.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud centralizes client data, automates routine financial processes, enhances compliance tracking, and delivers real-time analytics. It reduces manual work, improves collaboration between teams, and ensures a personalized client experience. This leads to faster decision-making, better client relationships, and increased operational efficiency.
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