Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
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Streamlined Sales Management with Collaboration Perks
What do you like best about the product?
I find Salesforce Financial Services Cloud incredibly valuable because it significantly enhances my ability to collaborate with colleagues. It offers a seamless way to share information, as I can easily track who has communicated with which customers, which saves time and prevents duplicate outreach efforts. The platform's interface is user-friendly, making it straightforward to navigate through various processes. I also appreciate the extensive filtering options available, which allow me to sort through past opportunities and quotes efficiently. This makes managing and identifying key business opportunities more streamlined and effective. Overall, Salesforce Financial Services Cloud optimizes my workflow and enhances team collaboration, which is crucial for my role as an inside sales representative.
What do you dislike about the product?
I find the filter functionality in Salesforce Financial Services Cloud to be somewhat challenging at times. It's a bit tricky when I want to apply filters, and I think the filter options could be improved for a better user experience. I wish the search functionality would allow for more narrowed searches, making it easier to find specific information without having to set up all the settings. I just want to input something into a search bar and have it found more efficiently. Additionally, the initial setup of Salesforce Financial Services Cloud took me some time to get accustomed to. It wasn't very intuitive initially, and understanding the dynamics of where to click and how to navigate could be made more straightforward.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to easily collaborate with colleagues by tracking customer interactions and opportunities, streamlining communication and saving time on redundant tasks.
Effective for Lead Tracking, But Glitches Persist
What do you like best about the product?
I really appreciate how simple and easy to use Salesforce Financial Services Cloud is. It streamlines my ability to track leads, making it straightforward to filter them based on various criteria such as location and the last time they were contacted. This feature greatly enhances my efficiency in organizing contacts and managing our outreach efforts. The initial setup was also pretty easy, which is a big plus for anyone new to the platform.
What do you dislike about the product?
I dislike the connection issues with third-party applications. Despite having a stable internet connection, I experience glitches, which can be frustrating.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to track and manage leads efficiently, utilizing filters for strategic contact management.
Efficient CRM with Room for Onboarding Improvements
What do you like best about the product?
I really like the ease of use of Salesforce Financial Services Cloud and how easy it is to navigate throughout the platform. The ability to effortlessly look at my database of clients and review our financial performance is highly beneficial to me. The client data model is incredibly detailed, which is quite good and particularly excellent for relationship tracking. Once I configured everything to match my workflow, I found the platform to be very efficient. The dashboard's customizable reporting tools are cool, and the task automation features significantly assist me with my work.
What do you dislike about the product?
I think there could be some form of onboarding, like demos or videos, to help set up. It took a bit of time getting used to the configuration, so having more detailed onboarding materials would help, especially when onboarding new joiners and starters.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud for client database management and financial performance review. It offers ease of use, effective relationship tracking, and customizable reporting tools with task automation, enhancing my efficiency.
Perfect for Data Tracking, But Needs More Flexibility for Junior Users
What do you like best about the product?
For my line of work in charity it is the perfect tool for recording service users, programme tracking, external partners. We can use all the data to then translate into Power Bi
What do you dislike about the product?
It's not a very intuitive platform at times. It seems that there could be a lot more opportunity for a junior worker to have more power to adapt and suggest changes.
What problems is the product solving and how is that benefiting you?
The key area it benefits in my work is building customer relationships particularly with new clients. The way you can link emails from outlook means various workers can maintain the same relationship and not repeat info
Complicated Setup, Powerful Features
What do you like best about the product?
I find Salesforce Financial Services Cloud powerful, particularly for its ability to manage client relationships and deal tracking in a single, streamlined platform. The benefit of having everything in one place, like contact information, activity history, and pipeline details, is significant. Using it allowed me to get a clear overview, reducing the need to juggle multiple tools and enhancing my ability to manage and report on data efficiently. The reporting dashboards stand out as they provide valuable visual insights into pipelines and client data, making the analysis process much easier. I appreciate its depth of customization and quality of reporting, which are essential for complex client management. The ability to integrate it with Outlook and Excel for syncing and reporting is also a plus, making the synchronization process smoother and more cohesive.
What do you dislike about the product?
I find the initial setup of Salesforce Financial Services Cloud quite complicated due to the numerous configuration options, making it time-consuming to get started. Although it's not necessarily difficult, the detailed nature of the setup was more than I anticipated, and it required a bit of a learning curve at the beginning. I think simplifying the initial setup and navigation would greatly enhance the user experience.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud for client relationship management and deal tracking, benefiting from consolidated contact info and activity history. It streamlines data management, follow-ups, and reporting, eliminating the need for multiple tools.
Good Solution that helps with Client Management and Planning
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how it brings everything together in one place. It makes it easy to keep track of clients, accounts, and relationships without jumping between different tools. The dashboards and reports give a clear picture of what’s going on, which really helps with planning and follow-up. It can be a bit much at first because there’s a lot to learn, but once you get used to it, it makes work a lot smoother and more organized.
What do you dislike about the product?
What I dislike about Salesforce Financial Services Cloud is that it can feel a bit complicated at first. There are so many features and settings that it takes time to learn your way around. Sometimes simple tasks end up feeling more manual than they should be, and small customizations can require extra help from admins or support. It’s powerful once you get the hang of it, but the learning curve and setup can be a bit frustrating at the start.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud is solving the problem of juggling client information, accounts, and interactions across different tools. It keeps everything in one place, so I can quickly see a client’s history, goals, and next steps without hunting through emails or spreadsheets. That makes my work more organized and efficient, and helps me build stronger relationships because I can stay on top of what each client needs. Overall, it saves time and reduces mistakes, which is a huge benefit.
Comprehensive Client View with a Learning Curve Worth Mastering
What do you like best about the product?
What I like most about Salesforce Financial Services Cloud is how it gives me a complete view of each client in one place. It saves time switching between systems and helps me build stronger relationships because I always have the right information in front of me.
What do you dislike about the product?
At times, navigating the software can feel a bit cumbersome, particularly when I want to accomplish something quickly. However, after becoming familiar with it, I find that the range of features compensates for the initial learning curve.
What problems is the product solving and how is that benefiting you?
This tool addresses the issue of having client data spread out in different places. Now that everything is connected, I can view a client’s complete history and respond more quickly. This has made my workflow more efficient and has led to greater client satisfaction.
Comprehensive Client Insights and Smarter Relationship Management
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how it brings together a complete view of the client relationship in one place. It helps financial professionals go beyond simple account management by connecting data from multiple systems, offering deep insights into client needs, and enabling truly personalized engagement. The platform’s automation and AI-driven recommendations save time on manual tasks and allow teams to focus on building stronger, more meaningful client relationships. It’s powerful, intuitive, and designed to make every interaction smarter and more impactful.
What do you dislike about the product?
Salesforce Financial Services Cloud is powerful and feature-rich, but it’s often overly complex, expensive, and time-consuming to customize for specific financial workflows.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps centralize client data, automate key workflows, and improve collaboration across teams. It solves problems like fragmented client information, manual processes, and limited visibility into client relationships. By unifying data from multiple systems, it enables more personalized client engagement, better tracking of financial goals, and stronger compliance management. This leads to improved efficiency, deeper client trust, and the ability to deliver more proactive, data-driven financial advice that enhances overall client satisfaction and business growth.
Great Prepackaged Solutions, But Some Features Feel Unfinished
What do you like best about the product?
Salesforce Financial Services Cloud is nice because it is a prepackaged set of solutions applicable to banks, credit unions, wealth management organizations and other financial institutions. This is nice because companies do not need to recreate the wheel.
What do you dislike about the product?
I think householding and lead mapping can be cumbersome when converting leads to opportunities. There is a frustrating number of half baked features like interest tags.
What problems is the product solving and how is that benefiting you?
Knowing your customer. Being able to easily see all financial accounts and customer details and rolling them up to create meaningful insights is very useful for upselling as well as identifying risks.
A Powerful but Complex CRM for Financial Institutions
What do you like best about the product?
Client engagement, workflow automation and
purpose‐built data model for financial services.
Enhance customer relationships and improve operational efficiency.
purpose‐built data model for financial services.
Enhance customer relationships and improve operational efficiency.
What do you dislike about the product?
Complexity of setup & customization, the licensing price is relatively high. The platform’s navigation and user-friendliness could be better. System can be slow when dealing with high volumes of data.
What problems is the product solving and how is that benefiting you?
One issue that FSC is resolving is fragmented Client Data Across Systems. FSC unifies client information such as accounts, households, financial goals, interactions, into one central platform.
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