Agentforce Financial Services
Salesforce, Inc.Reviews from AWS customer
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Effortless Client Monitoring, Seamless Outlook Integration
What do you like best about the product?
I appreciate Salesforce Financial Services Cloud for its ease in accessing client information, which has significantly streamlined the way I update client records and track their progress. The platform effectively helps me in producing relevant reports, which are critical for crafting review and advice letters sent to clients. I find it invaluable for monitoring investments and managing cases efficiently. I love how logging meetings is seamless, and its integration with Microsoft Outlook allows me to add the meetings effortlessly, enhancing my coordination capabilities. The initial setup was straightforward and easy, allowing me to get started without hurdles. Salesforce Financial Services Cloud provides an intuitive way to monitor client progress, making my workflow more efficient. The overall experience is so positive that I would confidently rate it a 10 out of 10 and recommend it to colleagues.
What do you dislike about the product?
Being granted access to certain features or information can take a considerable amount of time. Additionally, although I can log phone calls and meetings seamlessly, it is unclear whether there's a functionality for logging emails, which would be a useful feature.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to efficiently update client information, track investments, and monitor progress, simplifying how I produce reports and coordinate meetings, especially with Outlook integration.
Unified Client Insights and Streamlined Processes
What do you like best about the product?
ts ability to provide a unified, 360-degree view of clients, streamline complex processes with pre-built industry-specific features, and automate compliance and personalized client experiences
What do you dislike about the product?
Performance can be slow with large datasets or heavy customization, and some users find the interface can feel busy or require too many clicks for certain tasks
What problems is the product solving and how is that benefiting you?
helps consolidate all our customer support interactions into one place, which makes it much easier to track cases, respond quickly, and maintain consistency across channels.
The Go-To Platform for Trusted, Personalized Financial Engagement
What do you like best about the product?
It’s the definitive platform for driving trusted, personalized, and efficient engagement in the financial sector. The platform is easy to work with. It is user friendly.
What do you dislike about the product?
In summary, while FSC offers unparalleled functionality for the financial sector, the initial sticker price, deep technical complexity, and the necessary organizational commitment to training and data transformation are the biggest headaches
What problems is the product solving and how is that benefiting you?
In essence, Salesforce Financial Services Cloud solves the problem of fragmented data and generic tools in a highly regulated, relationship-driven industry. The core benefit to me is being empowered to be more efficient, more knowledgeable, and more valuable to the client.
Globally Trusted with Efficient Lead Management
What do you like best about the product?
I appreciate that Salesforce Financial Services Cloud is a well-established and globally used platform with a strong brand image, indicating significant investment into its development and capabilities. During my time using it, I found the lead generation aspect particularly valuable, as there were plenty of leads available. The pipeline management was impressive, with everything being organized and streamlined, making it easier to handle client information efficiently. The initial setup process was relatively straightforward with a rating of 7 out of 10 in terms of ease, and overall, I feel confident recommending the platform with an 8 out of 10 likelihood.
What do you dislike about the product?
I find that Salesforce Financial Services Cloud could be improved by being more applicable for B2C small businesses.
What problems is the product solving and how is that benefiting you?
I used Salesforce Financial Services Cloud to access a lot of leads easily, benefiting from a clean pipeline and strong global brand.
Exceptionally User-Friendly Platform That Simplifies Customer Management
What do you like best about the product?
The data is presented in a very user-friendly way, making it easy to become familiar with the platform. It feels intuitive and is designed with the client in mind. I can easily search through the customer database and quickly locate the information I need.
What do you dislike about the product?
I honestly can't find any significant drawbacks, as this is truly the best platform I have ever used. The only minor issue I can mention is that chats are not automatically linked to the customer contact page. If this integration were automatic, it would be extremely helpful for financial sales representatives.
What problems is the product solving and how is that benefiting you?
This tool has been instrumental in improving my communication with clients, both through chat and email. At the same time, it allows me to monitor reports, extract data, assign and create tasks, submit adjustments, and manage various activities for both external and internal purposes.
User-Friendly Experience, Almost Perfect
What do you like best about the product?
What I like best about Financial Services Cloud is how it brings all client information into one unified view. Instead of jumping between systems, I can see accounts, policies, relationships, goals, and interaction history all in one place. The built-in financial-services data model and automated workflows also make day-to-day processes—like onboarding, compliance checks, and follow-ups—much faster and more consistent. Overall, it makes my work more efficient and helps me provide a better, more personalised experience to clients.
What do you dislike about the product?
The main drawback is that Financial Services Cloud can feel complex at times. Because it has so many features, some processes require multiple steps or careful configuration to get right. Customisation can also take time, and without proper setup the system can feel overwhelming for new users. Additionally, performance can slow down when handling very large datasets or heavily customised dashboards.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud is helping us remove data silos by putting all client information in one place, including accounts, interactions, documents and compliance records. It has also streamlined onboarding and client-servicing processes that used to be manual and time-consuming. Relationship-mapping and built-in workflows make it easier to track households, financial goals and regulatory requirements.
Unifies CRM, Complex Setup Required
What do you like best about the product?
I appreciate how Salesforce Financial Services Cloud organizes client relationships and households so clearly. The 360-degree client view simplifies understanding each client's financial profile, related accounts, and key interactions without needing to switch between systems. I especially like the customizable dashboards, which help us quickly spot at-risk clients, upcoming deadlines, and new opportunities. This functionality enhances productivity and client engagement significantly. The consolidation of data within a single platform is a game-changer, eliminating silos and making it easier to manage household relationships, assets, and interactions efficiently. Furthermore, the ability to centralize client documents, automate compliance tasks, and maintain a clear view of client assets and interactions aids in improving our operational workflow. The dashboards automatically highlight priorities, saving time, reducing errors, and enabling me to be more proactive with client engagement.
What do you dislike about the product?
Some parts of Salesforce Financial Services Cloud feel overly complex, especially when setting up custom workflows or reports. It takes time and technical support to configure things the way we want. The initial setup wasn't easy either, as it required a lot of configuration and help from our Salesforce admin.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to eliminate data silos, centralize client information, and streamline compliance tasks, improving client portfolio management and enhancing team collaboration.
Powerful 360° Client View, But Complex and Costly to Implement
What do you like best about the product?
alesforce Financial Services Cloud (FSC) is praised for providing a unified 360-degree customer view and powerful Action Plans for standardization, which significantly improves client service and advisor efficiency. However, the primary drawback is the high complexity and cost associated with its implementation and maintenance. It successfully solved the problem of siloed data that previously led to inconsistent client experiences
What do you dislike about the product?
he primary drawback of Salesforce Financial Services Cloud (FSC) is the complexity and cost of implementation and ongoing maintenance.
Getting it fully configured to match specific business needs and integrate with existing systems takes significant effort and specialized consulting. For some organizations, the initial learning curve and the sheer number of available features can also be overwhelming
Getting it fully configured to match specific business needs and integrate with existing systems takes significant effort and specialized consulting. For some organizations, the initial learning curve and the sheer number of available features can also be overwhelming
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud (FSC) is primarily solving the issue of fragmented and siloed client data, which previously resulted in inconsistent experiences and slow service. The benefit is threefold: it enables improved, personalized client service by providing a complete 360-degree view of the client's financial life; it ensures process standardization and regulatory compliance through uniform action plans; and it increases advisor efficiency by reducing time spent searching for information, allowing them to focus more on actual advising.
A Helpful Tool for Streamlining Financial Service Processes
What do you like best about the product?
Salesforce Financial Services Cloud has been very useful for managing customer relationships in a more organized way. I really like how it brings all client information into one place, so it becomes much easier to track interactions, financial details, and follow-ups. The dashboards and reports are also very helpful for getting a quick view of performance without needing to manually prepare anything.
The best part is the automation—tasks, approvals, and workflows save a lot of time, especially for repeated daily activities. Overall, it helps in keeping customer service smooth and ensures that nothing gets missed.
The best part is the automation—tasks, approvals, and workflows save a lot of time, especially for repeated daily activities. Overall, it helps in keeping customer service smooth and ensures that nothing gets missed.
What do you dislike about the product?
One thing that could be improved is the learning curve. For new users, it takes some time to understand all the features and navigation. Also, some configurations require more technical knowledge or admin support, which can slow things down when trying to make quick changes.
At times, the system can feel slightly slow when loading complex reports or large data sets. Aside from that, most features work well once you get used to the platform.
At times, the system can feel slightly slow when loading complex reports or large data sets. Aside from that, most features work well once you get used to the platform.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud has helped us centralize client information that was previously scattered across different systems. Earlier, it was difficult to track interactions, follow-ups, and account updates in one place, which often caused delays. Now, the platform gives us a clear view of each customer’s history, financial details, and open tasks.
Automation has also reduced a lot of manual work, especially for approvals, reminders, and onboarding activities. This has improved our team’s turnaround time and made our internal process much more organized. Overall, it has helped us work more efficiently and deliver better service to customers.
Automation has also reduced a lot of manual work, especially for approvals, reminders, and onboarding activities. This has improved our team’s turnaround time and made our internal process much more organized. Overall, it has helped us work more efficiently and deliver better service to customers.
Great Automation Features, But Customization and Support Need Work
What do you like best about the product?
Capturing repetitive tasks and automating them as action plans allows a developer to aggregate records through the API. This approach is useful for processes such as client identification, verification, collection, and financial recovery.
What do you dislike about the product?
There are countless integrations and third-party add-ons available, but the process of updating and customizing the platform is often complicated. The costs also keep increasing with each new AI or analytics feature that is introduced. Additionally, customer support feels disorganized and inconsistent depending on the channel you use.
What problems is the product solving and how is that benefiting you?
By breaking down data silos, automating manual tasks, ensuring regulatory compliance, and supporting personalized client experiences, this solution offers a unified platform tailored specifically for the banking, wealth management, and insurance industries.
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