Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
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A robust CRM tailored for financial services, but with a steep learning curve
What do you like best about the product?
Salesforce FSC does a great job of consolidating client data and giving a 360° view of relationships, households, and financial accounts. The prebuilt industry-specific objects and workflows save time compared to customizing standard Salesforce from scratch. The integration with other Salesforce products (like Marketing Cloud and Tableau) allows for a more complete picture of customer engagement and performance. It also provides strong compliance features and helps streamline advisor-client interactions.
What do you dislike about the product?
The platform can be complex to implement and requires significant configuration to fully unlock its value. Out-of-the-box features are helpful but often need customization, which can be resource-intensive and expensive. The user interface, while powerful, can feel overwhelming for new users. Additionally, licensing costs are on the higher side compared to other CRMs in the financial services space.
What problems is the product solving and how is that benefiting you?
Salesforce FSC helps centralize client information, making it easier to track households, financial accounts, and key interactions in one place. This has reduced data silos across teams and improved visibility into client relationships. The industry-specific features allow us to spend less time on manual tracking and more time providing personalized service. As a result, our advisors can better anticipate client needs, increase productivity, and strengthen long-term relationships.
Salesforce Financiql Services Cloud has made my life easier than ever
What do you like best about the product?
It has made my job research easier to make. I was suffering a lot before to get a job online without knowing someone. but this has revert the issue because I can have job easier than ever.
What do you dislike about the product?
Not so easy for beginners. The using tools are to sophisticated for beginners. You should have made it more easier to use. It will bring more utilizations
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud is solving too many issues related to unemployment and getting money quickly after a short or occasional job. This is great
Excellent in a sales consultant role
What do you like best about the product?
Salesforce was very easy to use and a well-structured CRM. Conducting follow-up was efficient and made easy. Customer information is sufficient and all tabs are helpful for keeping customers engaged
What do you dislike about the product?
The system did have issues loading on several occasions, with no warning. Mainly technical issues I would say. Also if a number in the system was not able to receive SMS, the failed message was hardly noticeable and no full notification was given in that tab!
What problems is the product solving and how is that benefiting you?
Maintaining a book of business and conducted daily follow ups with clients. Everything is centered in one place and easy to navigate. Integrationg with company systems is also seamless, allowing for more time effiency.
Salesforce review
What do you like best about the product?
The visibility of the dashboard and being able to access everything so easily. Very easy to learn and provides everything that I need to be able to complete my job.
What do you dislike about the product?
I would say the thing I dislike the most about salesforce would be the ease of creating duplicate accounts. There should be some extra step in confirming the creation of an account if it detects the contact in the system already. It should also alert the other account owners.
What problems is the product solving and how is that benefiting you?
It is allowing me to be able to complete my job efficiently by having all of my accounts correctly organized and easily accessible with everything I need to be able to work them.
Efficient and Useful, Minor Glitches Resolved Quickly
What do you like best about the product?
I appreciate that the Salesforce Financial Services Cloud is a straightforward system and easy to learn. I love its multitasking capabilities, allowing me to juggle different websites and systems efficiently. I'm impressed by how it enables handling multiple phone calls and aiding clients seamlessly as a financial service representative.
What do you dislike about the product?
I found it difficult to learn the system initially, but over time, I was able to memorize and use it effectively. There were also a couple of bugs occasionally, which caused little issues, although they were fixed immediately.
What problems is the product solving and how is that benefiting you?
I find the product straightforward and easy to learn, enabling me to multitask efficiently, handle calls, and assist clients using various tools.
Powerfull CRM for financial Services
What do you like best about the product?
The platform offers robust client management tools, customizable dashboards, and seamless integration with other Salesforce products, making it easy to track client interactions and manage financial accounts efficiently.
What do you dislike about the product?
The system can be complex for new users, and initial setup/configuration requires time and training to fully leverage all features. The platform’s complexity requires significant training, and setup can be time-consuming before unlocking its full potential.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud centralizes client data, automates routine financial processes, enhances compliance tracking, and delivers real-time analytics. It reduces manual work, improves collaboration between teams, and ensures a personalized client experience. This leads to faster decision-making, better client relationships, and increased operational efficiency.
Easy system
What do you like best about the product?
It makes day to day operations a breeze, helps with organization and prioritization of specific functions. Salesforce is such a helpful tool not sure what we’d do without it.
What do you dislike about the product?
Some lag at times but for the most part I have experienced no issues in my time working with salesforce. I would only recommend more personalization but that also comes from the administration side
What problems is the product solving and how is that benefiting you?
With day to day operations and handling of leads sorting and scrubbing. Maintaining that front with very little issue. Making daily operations easier overall
Practical and straightforward and efficient
What do you like best about the product?
I’ve been using salesforce financial services for my role since forever. Both the companies I worked with used and I must say it’s a game changer. Everything we need is on once platform and it makes tasks so much more efficient.
I love how it helped me to plan my day and send me a reminder of the task that I put in
I love how it helped me to plan my day and send me a reminder of the task that I put in
What do you dislike about the product?
It can be complicated to use or sometimes especially if you are a new person or a new system. I remember when you first got ruled out it took us quite a while to get used to it.
What problems is the product solving and how is that benefiting you?
What is the main problems that I think it solves is updating line information on different platforms because it is linked to all our other platforms just up updating on it fixes everything else
Unifies data across banking, insurance, and wealth management. - Enablisors and agents
What do you like best about the product?
AI-Powered Engagement
- Uses trusted AI to deliver tailored product offers and communications.
- Enhances deposit growth and wallet share through intelligent recommendations.
- Agent force, its AI assistant, accelerates case resolution and boosts productivity
- Uses trusted AI to deliver tailored product offers and communications.
- Enhances deposit growth and wallet share through intelligent recommendations.
- Agent force, its AI assistant, accelerates case resolution and boosts productivity
What do you dislike about the product?
Steep Learning Curve
- Users often mention that the platform is complex to navigate, especially for new users or teams without dedicated Salesforce admins.
- Custom objects, record taxonomy, and data placement can be overwhelming during implementation.
2. High Cost of Ownership
- Licensing, customization, and integration costs can add up quickly.
- Some users feel that basic features require expensive add-ons, making it less accessible for smaller firms.
- Users often mention that the platform is complex to navigate, especially for new users or teams without dedicated Salesforce admins.
- Custom objects, record taxonomy, and data placement can be overwhelming during implementation.
2. High Cost of Ownership
- Licensing, customization, and integration costs can add up quickly.
- Some users feel that basic features require expensive add-ons, making it less accessible for smaller firms.
What problems is the product solving and how is that benefiting you?
Problems It Solves
1. Fragmented Client Data
- Legacy systems often store customer data in silos, making it hard to get a full picture.
- FSC unifies data across banking, insurance, and wealth management into a single dashboard.
2. Outdated Software & Tools
- Many financial institutions rely on clunky, incompatible systems.
- FSC replaces these with a modern, cloud-based CRM that supports real-time updates and mobile access.
1. Fragmented Client Data
- Legacy systems often store customer data in silos, making it hard to get a full picture.
- FSC unifies data across banking, insurance, and wealth management into a single dashboard.
2. Outdated Software & Tools
- Many financial institutions rely on clunky, incompatible systems.
- FSC replaces these with a modern, cloud-based CRM that supports real-time updates and mobile access.
solid platform for managing client relationships and financial data in one place.
What do you like best about the product?
The most helpful thing about Salesforce Financial Services Cloud is how it centralizes client data and interactions. It gives a full 360-degree view of each client—assets, goals, life events, and communication history—making it easier to deliver personalized service and build stronger relationships.
Upsides are mainly for the customizations for the dashboard, integrations available and the automation
Upsides are mainly for the customizations for the dashboard, integrations available and the automation
What do you dislike about the product?
Least is obviously cost, it add up quickly, but i get it it's a premium product.
there's minimal managerial level and many people can edit sometimes.
It has so many feature that sometimes it can be overwhelming.
there's minimal managerial level and many people can edit sometimes.
It has so many feature that sometimes it can be overwhelming.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps us keep all client info, interactions, and financial data in one place, so we’re more organized and responsive. It’s made it easier to build stronger relationships and stay on top of tasks without things slipping through the cracks.
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