Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
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Its a good tool
What do you like best about the product?
Easy to use User interface, fast and responsive, good functionalities, which helps to do the work efficiently and effectively in every work environment
What do you dislike about the product?
Can be more simple, a quick walkthrough guides/videos will be helpful to new users, we can add more functionalities, also we can introduce AI to make enhance productivity and minise time
What problems is the product solving and how is that benefiting you?
Clearing up open payroll cases, it helps me track, resolve and analyse the cases, in very efficient and effective manner, very powerful tool, highly recommended
It’s very synchronized with all data in the data base.
What do you like best about the product?
I really like how convenient each category of information is able to be found quickly. And it’s not hard to read. If I had more categories, I would use them in salesforce
What do you dislike about the product?
I guess I really like how simple the platform is to learn & teach. I’ve also utilized it in different industries where I’ve had to retain clientele or book of business. Not much to dislike
What problems is the product solving and how is that benefiting you?
It’s saving time and money from filing paperwork and a file cabinet to digitizing it on a screen. Or mobile device with Internet connection anywhere..
Super bulid financial services cloud
What do you like best about the product?
Built-In Compliance Tools:-
1. Helps stay compliant with regulations like FINRA, SEC, and insurance industry standards.
2. Offers audit trails, permission controls, and record-keeping support.
1. Helps stay compliant with regulations like FINRA, SEC, and insurance industry standards.
2. Offers audit trails, permission controls, and record-keeping support.
What do you dislike about the product?
It's high cost, complexity and steep learning curve and customization is but challenging and also require specialized technical expertise or third-party consultants
What problems is the product solving and how is that benefiting you?
It has benefited in lot more ways like having a real time data within a short period of time within dashboard representation also it's Built-In Compliance Tool helps us in stay compliant with regulations which also offers audit trails, permission controls and record-keeping
Easy access to information anywhere
What do you like best about the product?
Easy access to information produced by the entire team. Online access so quick to log in when travelling. Reports can be generated without programming.
What do you dislike about the product?
Would have appreciated if Task-fields allowed us to format text and to include charts and photos. Would like to store notes in a format similar to MS Word.
What problems is the product solving and how is that benefiting you?
We store information on meetings in the system. Hence we then can retrieve previous conversations and compare what the decision makers said in earlier meetings.
Easy to use and interactive
What do you like best about the product?
What I like most about Salesforce Financial Services Cloud is its ability to unify all relevant customer data in one place, making it easier to offer personalized, agile, and proactive service. Additionally, its analytical tools and automations help make more informed and customer-focused strategic decisions.
What do you dislike about the product?
What I don't like about Salesforce Financial Services Cloud is that, although it is a very powerful tool, its initial setup can be complex and requires a considerable learning curve. Additionally, certain advanced customizations may involve additional costs or depend on specialized technical support, which can limit teams with fewer resources.
What problems is the product solving and how is that benefiting you?
One of the problems with Salesforce Financial Services Cloud is that its high customization capability can make it complex to implement without specialized technical support. This represents a challenge, but it also benefits me because it forces me to better understand the business processes and optimize them from the start. By investing time in its proper configuration, I obtain a solid platform, tailored to my needs, which improves productivity and long-term customer relationships.
Modern, Intuitive & Cross-Compatible
What do you like best about the product?
I worked for multiple insurance/financial firms and this software was utilized in most of them. The UI/UX was always pretty modern and pretty intuitive and it always seemed to be cross-compatible with other softwares
What do you dislike about the product?
That it is not aesthetically how I would like it to look and that there aren’t more customization options. Also I would like the ability to insinuate AI into the software more as time goes on
What problems is the product solving and how is that benefiting you?
It is solving cash flow tracking and customer retention metrics for the most part and this allows us to better rank out priorities from one fiscal quarter to the next
Smooth Sales Process
What do you like best about the product?
This CRM system makes ones life very easy in terms of getting things well organised for meetings, Having all information well stored. Customer supprt is amazing.
What do you dislike about the product?
Nothing much i think everything is perfect with the platform, I think maybe the user interface can use abit more colours. but overall i am happy with the platform.
What problems is the product solving and how is that benefiting you?
It helps you manage everything that goes into your business in terms of data. and all the tools you need to run your online bussines is available to you at a click of a button. support, marketing,, customer information etc.
SF Cloud for Financial Institutions
What do you like best about the product?
FSC provides a complete view of clients, enabling financial institutions to understand their needs and provide personalized services. The dashboard provides a comprehensive view of the business all at the same place, automate the processes, and helps with data driven insights needed to make informed decisions.
What do you dislike about the product?
Except for the pricing, which to be fair is quite competitive, and the initial set up and customization can be tricky for teams that lack required skills. I feel everything else just click alright. The features and services and the support, everything is good.
What problems is the product solving and how is that benefiting you?
FSC streamlines client on-boarding, account management, and transaction tracking, especially for global clients with multi-currency needs. It automates sales workflows, manages leads, and helps in forecasting requests for member services, leading to more standardized and efficient customer care. And this helps in building strong client relations.
Great experience about Salesforce Financial Services Cloud
What do you like best about the product?
As a PhD accounting researcher, I particularly appreciate how Financial Services Cloud bridges the gap between CRM functionality and accounting intelligence. The platform's ability to automatically map complex client financial relationships through its household architecture aligns perfectly with accounting theory's emphasis on economic entity principles. For my research on financial advisory practices, the audit trail features provide invaluable empirical data on how professionals actually use financial data in client interactions - something traditionally difficult to capture. The integration with accounting systems like QuickBooks Enterprise and automated compliance tracking also demonstrates sophisticated understanding of accounting workflows.
What do you dislike about the product?
From an academic perspective, the platform's "black box" approach to certain financial calculations can be frustrating when trying to validate methodologies for research purposes. The reporting module, while robust for business purposes, lacks the granular data export options needed for rigorous empirical analysis.
What problems is the product solving and how is that benefiting you?
As a PhD student in accounting, Salesforce Financial Services Cloud addresses several critical challenges in financial data management and client servicing that directly benefit my research and practical understanding of the industry:
Fragmented Client Data – Traditional CRMs struggle to capture complex financial relationships, but FSC’s household model mirrors accounting’s entity principle, giving me a real-world example of unified client profiling. This helps me study how data aggregation impacts advisory accuracy.
Manual Compliance Tracking – Automating regulatory checks (e.g., KYC, SOX) saves firms hours of work, and observing this in action provides me case studies on operational efficiency gains—a key focus in my research on audit process optimization.
Fragmented Client Data – Traditional CRMs struggle to capture complex financial relationships, but FSC’s household model mirrors accounting’s entity principle, giving me a real-world example of unified client profiling. This helps me study how data aggregation impacts advisory accuracy.
Manual Compliance Tracking – Automating regulatory checks (e.g., KYC, SOX) saves firms hours of work, and observing this in action provides me case studies on operational efficiency gains—a key focus in my research on audit process optimization.
Helpful for Daily Audits and Service Quality Control
What do you like best about the product?
While I don’t use the Financial Services Cloud specifically, I work daily with Salesforce’s Service Cloud to audit support cases. The platform is reliable, customizable, and helps streamline case management across teams. For any organization, including those in financial services looking for a robust CRM with strong workflow automation and reporting tools, I’d definitely recommend Salesforce. The learning curve can be steep at first, but once you’re familiar with it, it’s a powerful tool.
What do you dislike about the product?
Salesforce can be overwhelming at first, especially for new users. The interface isn’t always intuitive, and it can take time to learn how to navigate all the features effectively. Also, the system can feel slow when dealing with large volumes of data or switching between multiple records quickly. Some tasks require too many clicks, which affects productivity during high-pressure periods
What problems is the product solving and how is that benefiting you?
Salesforce helps centralize and organize all customer interactions in one place, which makes it easier to audit service cases efficiently. It solves the problem of fragmented data by providing a complete history of actions taken on each case. This improves transparency, speeds up the auditing process, and helps ensure consistent service quality. It also allows teams to track performance and identify areas for improvement through detailed reporting and dashboards
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