Agentforce Financial Services
Salesforce, Inc.Reviews from AWS customer
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Purpose-Built CRM That Transforms Financial Services
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how purpose-built it is for complex financial relationships. Instead of forcing generic CRM objects to fit, FSC models households, accounts, and financial relationships in a way that mirrors how banks, insurers, and wealth firms actually sell and service. From a sales perspective, having a single, real-time view of the client—including products held, life events, and service history—makes conversations far more relevant and consultative. It also streamlines collaboration between sales, service, and advisory teams, which shortens deal cycles and improves client experience. The native automation, reporting, and integration with the broader Salesforce ecosystem allow teams to scale best practices without sacrificing personalization, which directly impacts pipeline quality and retention.
What do you dislike about the product?
While powerful, Salesforce Financial Services Cloud can feel overly complex. It often requires significant customization, admin support, and user training before teams see full value, which can slow adoption and time to ROI.
What problems is the product solving and how is that benefiting you?
It solves fragmented client data and manual processes by unifying financial relationships in one platform. This enables more relevant sales conversations, better forecasting, faster deal cycles, and stronger long-term client retention.
Intuitive and Scalable Solution with Powerful Analytics
What do you like best about the product?
I like how Salesforce Financial Services Cloud provides features that allow me to think deeper and evaluate different scenarios. The analytics feature helps me monitor possible forecasts and relative scenarios when I want to test a variable. It's also much more intuitive compared to the previous product, Mago4 from Zucchetti. The initial setup was really easy, taking only 4 to 5 hours.
What do you dislike about the product?
nothin in particular
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to solve storage shortcuts and provider issues. Its analytics feature helps me think deeper, evaluate scenarios, monitor forecasts, and report sales, suppliers, and providers effectively.
Effortless Compliance and Top-Tier Support
What do you like best about the product?
I really like the customer support of Salesforce Financial Services Cloud, which makes the initial setup super easy. The user interface is also something I enjoy.
What do you dislike about the product?
nothing
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to deepen client relationships and ensure regulatory compliance, as our previous system lacked transparency and compliance.
Intuitive Interface, Smooth Deal Management
What do you like best about the product?
I like that the UI of Salesforce Financial Services Cloud is easy to read and easy to navigate. Creating deals is simple, and the Kanban feature is a great way to organize what I'm working on. I also found the initial setup to be very easy.
What do you dislike about the product?
Sometimes logging in can be dodgy, but I'm not too sure if that's a company issue on my side.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud for quotes, managing, and project management.
Transforms Financial Services with Proactive, Personalized Engagement
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is that it’s designed around relationships and life events rather than just products and transactions, which makes it feel much more natural for financial services. It helps teams understand households, goals, and key moments in a customer’s life, so engagement becomes more proactive and advice-led instead of reactive. Combined with the wider Salesforce platform, it enables highly personalised, compliant experiences without heavy customisation, which accelerates time to value while still allowing flexibility.
What do you dislike about the product?
What I dislike about Salesforce Financial Services Cloud is that it can feel heavy and complex to implement, especially if the organisation isn’t mature in its data or processes. A lot of the value depends on good configuration and integration, and without that, teams may find it slower to adapt and more expensive than expected.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the problem of fragmented customer data and overly product-centric systems by giving a single, relationship-led view of clients, households, and goals. That benefits me by making customer conversations more relevant and proactive, reducing manual work to piece together context, and enabling more consistent, personalised engagement across teams.
Automation That Keeps You Ahead of Deadlines
What do you like best about the product?
The 360° client view stands out as the platform’s greatest strength. Being able to access households, accounts, interactions, tasks, and notes all in one place truly makes it easier to stay organized and well-prepared for client discussions.
Once everything is set up correctly, the automation features—such as tasks, reminders, and workflows—significantly cut down on manual follow-ups and help ensure you never miss important deadlines.
Integration with email, calendar, and other Salesforce tools streamlines activity tracking, so you don’t have to keep switching between different systems.
Overall, the platform feels robust and enterprise-grade, which is especially reassuring when handling sensitive client information.
Once everything is set up correctly, the automation features—such as tasks, reminders, and workflows—significantly cut down on manual follow-ups and help ensure you never miss important deadlines.
Integration with email, calendar, and other Salesforce tools streamlines activity tracking, so you don’t have to keep switching between different systems.
Overall, the platform feels robust and enterprise-grade, which is especially reassuring when handling sensitive client information.
What do you dislike about the product?
The learning curve is quite steep, and without thorough training, the platform can quickly become overwhelming, particularly for those who aren’t already familiar with CRMs. Completing even basic tasks often requires too many clicks, which can be frustrating and time-consuming during busy periods. The overall experience really hinges on how well administrators have configured the system—if the setup isn’t done properly, using it day-to-day can be a real challenge.
What problems is the product solving and how is that benefiting you?
Financial Services Cloud offers built-in objects and data structures tailored for the financial sector, such as households, accounts, and policies. This allows teams to gain a more precise and comprehensive understanding of clients and their financial relationships.
Streamlined Client Management with Robust Features
What do you like best about the product?
I appreciate the ease of use and the industry-specific data model of Salesforce Financial Services Cloud. It minimizes the need for heavy customization, which we previously managed through Excel and other tools. I like householding, relationship mapping, and financial account tracking features, which reduce the need for heavy customization. The automation of workflow capabilities is a big plus, improving follow-ups and ensuring consistency across teams. The reporting dashboard is also very user-friendly, providing vital insights into activity and performance.
What do you dislike about the product?
The complexity in terms of initial setup and onboarding is quite difficult. I also find the reporting customization, while flexible, sometimes feels complex and not user-friendly.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to simplify data management, solve fragmented client information issues, offer a true 360-degree client view, and provide efficient workflows, reducing manual work. It enhances visibility, advisory services, and performance insights with dashboards.
Comprehensive Client Insights and Productivity Boost
What do you like best about the product?
What I appreciate most about Salesforce Financial Services Cloud is its comprehensive 360-degree customer view and the way it centralizes all client data. This centralization enhances personalization, makes workflows more efficient, and ultimately boosts the productivity of our team.
What do you dislike about the product?
Salesforce Financial Services Cloud can be quite complex when it comes to configuration and customization, often demanding a considerable learning curve. Additionally, the cost may be prohibitive for smaller teams or organizations.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud addresses the challenge of fragmented client data by offering a comprehensive, unified view of each customer. This enables us to operate more efficiently, enhance our client interactions, and provide financial services that are better tailored to individual needs.
Person Account Management Shines in Financial Cloud
What do you like best about the product?
Managing the Person Account , which is a very good feature of financial cloud. The New Layout and financial field organized is better. Need Mobile specific features to use ease with agent force
What do you dislike about the product?
Financial cloud person account functionality is very complicated and confusing . This is something that shall be improved and can be made so simple .
What problems is the product solving and how is that benefiting you?
Managing the Person Account , which is a very good feature of financial cloud. The New Layout and financial field organized is better. Managing the Person account was a big issue which is solved
Automates Regulated Workflows and Enhances Client Management
What do you like best about the product?
Action Plans, workflow templates, and the new Agentforce for Financial Services enable us to automate processes that are both repeatable and regulated. Additionally, the platform offers features like householding, visual relationship maps, and an 'Actionable Relationship Center,' which further enhance our ability to manage client relationships efficiently.
What do you dislike about the product?
Various personas, such as advisors, operations staff, call centre agents, and partners, often require different combinations of licenses. This can make it easy for the overall cost to increase rapidly.
What problems is the product solving and how is that benefiting you?
I spend less time searching for information and make fewer mistakes, which leads to better conversations with clients. Being able to see the entire relationship in one place truly makes a difference.
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