Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
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Great Connectivity and Features, but Setup and Change Management Need Improvement
What do you like best about the product?
Seamless activities and connectivity. It allows us to use technology that we couldn’t use in the past. The pain points are alleviated with the use of FSC.
What do you dislike about the product?
Salesforce SFC connectivity rigid with limited customization, clunky UI, and slow performance hinders agile supervision workflows. I’d like to better this.
What problems is the product solving and how is that benefiting you?
The problems lie in fragmented client and account data with limited visibility. We also have inefficient workflows and are heavy on the manual processes.
Almost Perfect: Loved by Everyone who Uses It
What do you like best about the product?
Nearly universal in the industry means lots of innovation by default from diversity of users across multiple industries. Solutions easy to cross-apply.
What do you dislike about the product?
Difficult to get data out of Salesforce and into our edw. Difficult to onboard different lines of business and make sf work for all of their unique needs.
What problems is the product solving and how is that benefiting you?
Activity monitoring and forecasting and pipeline management. This helps us by giving us insight into where our prospects are and where our cross selling opportunities are.
Great Account Management
What do you like best about the product?
FSC has been great for our business, the householding of accounts and ease of navigation has been fantastic for our users in allowing us to provide truly great service
What do you dislike about the product?
I feel that there is still a lot of custom work that needs to be done in order to make it what our business was hoping for. Coming from a homegrown system where we had total flexibility, we needed a bit more customization than expected
What problems is the product solving and how is that benefiting you?
FSC is helping us by allowing for easy viewing of household accounts within our salesforce instance which leads to better outcomes for our clients and easier use for our employees
Great Feature Acceleration for Insurance, but Documentation Needs Improvement
What do you like best about the product?
The acceleration of implementing valuable features for insurance is impressive, thanks to the industry-specific infrastructure. There are numerous existing components that simplify the process and can be easily configured by administrators.
What do you dislike about the product?
Documentation is challenging to navigate, or lacking in some cases. Also as users for the past few years, we’ve somehow missed awareness dog some basic functionality, so trying to find ways to stay up to date with all the releases. I suppose you can say that means there’s so much it’s hard to implement it all, but yeah opportunity to improve documentation and presentation of available features.
What problems is the product solving and how is that benefiting you?
Collaboration between customers, systems and teams to facilitate binding policies and pursuing renewals. We’re bringing agent books of business to life and presenting unique angles for them to engage with customers.
Great Out-of-the-Box Features, but Costly and Complex for Existing Users
What do you like best about the product?
Out of the box functionality for most of financial services requirements like wealth, disputes, deposits, etc. easier data model to work with and leverage
What do you dislike about the product?
If you are already on a non FSC data model the refactoring is extensive and expensive negating the benefits. Additional licensing cost to leverage that functionality
What problems is the product solving and how is that benefiting you?
Solved the debit/credit dispute problem with a holistic and integrated solution that is modern, quick and scalable including some standard integrations with core banking products
Great Out-of-the-Box Data Model and Business Process
What do you like best about the product?
Out of the box data model and built in business processes to help the customers get a head start. With option to onboard Sales and Service cloud it enables the customers to automate their processes with key business outcomes.
What do you dislike about the product?
The option to pick and chose the capabilities that are being utilized vs what are not being utilized and dashboard to show the usage would be really helpful.
What problems is the product solving and how is that benefiting you?
We are trying to standardization the experience for all lines of businesses across the company, each LOB has their own Salesforce instance so encouraging all line of businesses to use similar end user experience for all of our reps.
Easy Product Management and Customizable Solutions
What do you like best about the product?
The ease of use of showing all the products a customer owns and the ability to customize the out of the box solution to make it your own. The flexibility is what makes the product shine.
What do you dislike about the product?
Some of the relationship functionality. It’s a bit cumbersome to build out all the interrelationships between personal and business . The new Finserv Standard platform does address some of the issues with the historical managed package.
What problems is the product solving and how is that benefiting you?
Seeing all the accounts in one centralized page helps dramatically. Our call center and front line associates see the snapshot of our customers first and foremost helping them in their day to day activities.
Great Reusable Integrations, but Pricey
What do you like best about the product?
Clean service integrations that are reusable for our agents and extensible for our customers on the front line. The iterative roadmap is also feedback driven.
What do you dislike about the product?
Cost is too high for the price. I wish the experience was provided ootb with service cloud. That said Omni script is a game changer for API integrations digitally.
What problems is the product solving and how is that benefiting you?
Customer servicing for our bank customers across multiple business units. Retail focused with a need for sales and service across voice and chat. Inclusive of wealth advisory and service flows.
Great Resources and Solutions, but Adoption Challenges for Less Tech-Savvy Users
What do you like best about the product?
Nimble and provides ample resources and infrastructure to make change. Great way to provide data and solutions to our customers and our employees at Valley.
What do you dislike about the product?
We have trouble with adoption of the platform. There are individuals who are not technologically savvy and it provides a significant upskill to get the representation of these folks.
What problems is the product solving and how is that benefiting you?
Providing activity and pipeline data that can help forecast future balance sheet numbers. We tie in our underwriting system in order to provide detailed analysis of our pipeline.
Great Features, But Dislike Agentforce
What do you like best about the product?
The feature set is amazing. The object model helps setup everything correctly and completely for our business to do all their operations correctly I like it
What do you dislike about the product?
Agentforce use cases are not thought through and the product is not as mature as it could have been. Would like more product centric approach to help son
What problems is the product solving and how is that benefiting you?
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