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Very underrated and really affective
What do you like best about the product?
Actually, solves the need of any business, mostly suited for midsize business, but very helpful for managing finances
What do you dislike about the product?
Licenses are very expensive compared to what you get
What problems is the product solving and how is that benefiting you?
50 solution to create a sink between sales and finance
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Financial services cloud developer experience
What do you like best about the product?
Fast to market finding solutions for development and enhancements to customer experience
What do you dislike about the product?
Out of the box components could have better features
What problems is the product solving and how is that benefiting you?
Sun hung financial products
Excellent experience for our employees
What do you like best about the product?
Fairly easy integrations to legacy systems.
What do you dislike about the product?
Understanding best practices in the industry for us to adopt from UI design to workshops.
What problems is the product solving and how is that benefiting you?
Lead management and reporting (this allows for sales coaching)
Service cloud review
What do you like best about the product?
The ability to have access to all the new features that gov cloud does not have
What do you dislike about the product?
The fact that I also use gov cloud plus and it is limited or does not have the access that service cloud has
What problems is the product solving and how is that benefiting you?
Our ability to solve our financial service needs to best serve our customers
Great product be prepared for lots of time and money
What do you like best about the product?
It is a great tool is if set up well. Take the time to understand how long things actually take to develop and implement.
What do you dislike about the product?
The time it takes to set everything up and deploy I'd much longer than anticipated.
What problems is the product solving and how is that benefiting you?
Centralized location of tools and information for everyone to access company wide.
Great software with continuous enhancements
What do you like best about the product?
Great platform with continuous enhancements and a team of account executives that are brilliant to help navigate. Data model is fit for wealth management activities and make it easy to provide good client experience.
What do you dislike about the product?
Einstein activity capture which we are heavily relying on is flaky and not working properly and the Salesforce support team is not able to help !
What problems is the product solving and how is that benefiting you?
Data model supporting wealth management activity and allow to provide colleagues a 1 stop shop to provide a great client experience. Feature keep being added to improve colleagues and client experiences.
Financial Cloud Services
What do you like best about the product?
Household accounts and Financial Accounts changed how we're able to interact with customers
What do you dislike about the product?
Some of the objects are too granular in the object model
What problems is the product solving and how is that benefiting you?
Allowing Mortgage Sales to operate on a modern platform
Challenging Implementation But Worth It In The End.
What do you like best about the product?
The core functionality of FSC is amazing. The scalability is wonderful and customization is simple. Native enhancements are thoughtful. I wouldn't even think anything would be able to compete.
What do you dislike about the product?
Enhancements are focused on banking and insurance. It would be nice if there was an emphasis on wealth management and more integrations. Also, would be wonderful to have a focus on relationships not sales.
What problems is the product solving and how is that benefiting you?
On-boarding, relationship management, meeting notes and inter-departmental communication. We were historically communicating via email and tracking on spreadsheets.
Great tool if utilized properly
What do you like best about the product?
Ability to gain visibility into the associates day to day activity. Understanding and measuring what they do allows the organization to better plan around next steps.
What do you dislike about the product?
It's challenging to deploy without a very strategic company wide plan. In most organization's I've worked at, it was deployed without this plan. If there was some way to make the adoption process simpler it'd be great
What problems is the product solving and how is that benefiting you?
Business process for bankers at our organization. From KYC, to lead and prospect organization, it gives the banker the ability to get organized in how they tackle their workload
We have a great experience using it
What do you like best about the product?
This is really helpful clouds for service cloud case management and we are happy to address all the issue
What do you dislike about the product?
Nothing much. I don't have anything to give negative feedback
What problems is the product solving and how is that benefiting you?
We are on health cloud and we are having clinical data. We have billing info for all the apps
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