Agentforce Financial Services
Salesforce, Inc.Reviews from AWS customer
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Seamless Salesforce Integration, But Setup Can Be Overwhelming
What do you like best about the product?
It's great if you also use any other SaleForce platform — ie. Sales Cloud, Service Cloud, Marketing Cloud. They are all integrated into on another so you can take care of your business needs under one platform.
What do you dislike about the product?
Set up is a little overwhelming due to the massive potential the program offers. It's best to take your time with set up. Cost is a bit high which makes it not so ideal for smaller businesses with smaller budgetary contraints.
What problems is the product solving and how is that benefiting you?
Saleforce financial services cloud is just one more component to managing business needs in a one stop shop environment. It allows our business to keep our business needs streamlined and efficient by not having to use multiple programs to meet our operating needs.
Unmatched Cloud Expertise and Value—Agent Force Makes It a Must-Have
What do you like best about the product?
Better than any public cloud out there with domain expertise and cost effective. The addition agent force will automatically make it a go to solution for fintech
What do you dislike about the product?
The only thing I dislike about sales force is the cosr, and not able to scale easily across multiple geographical areas due to compliance rules and regulations
What problems is the product solving and how is that benefiting you?
We are able to migrate the existing infrastructure to cloud and save a lot of money not maintaining the legacy systems. We are also using other Salesforce services which makes the total cost come down significantly
Great for Relationship Tracking, but Customization Can Be Challenging
What do you like best about the product?
I like how Financial Services Cloud connects everything clients, households, and financial accounts so it’s easier to track relationships and opportunities without jumping between systems.
What do you dislike about the product?
It’s great overall, but it can be tricky to customize or report on certain objects. Some of the standard relationships and record types feel restrictive unless you have strong admin or developer support.
What problems is the product solving and how is that benefiting you?
FSC is helping standardize processes across departments by connecting customer data, activities, and financial products in one platform. That visibility helps identify opportunities faster and improves compliance tracking.
Powerful for Financial Services, but Complex Setup and High Costs
What do you like best about the product?
Salesforce Financial Services Cloud (FSC) is highly valued for its tailored capabilities designed specifically for wealth management, banking, and insurance sectors, facilitating personalized client relationships and operational efficiency. The best features and benefits include
What do you dislike about the product?
Salesforce Financial Services Cloud (FSC) has some notable disadvantages that organizations should consider before implementation. Primarily, FSC can be complex to set up and customize, often requiring specialized skills or external consultants, which can add to the overall cost and lead to longer deployment times
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud (FSC) has some notable disadvantages that organizations should consider before implementation. Primarily, FSC can be complex to set up and customize, often requiring specialized skills or external consultants, which can add to the overall cost and lead to longer deployment times
Great Features and Data Model, but High Costs and Resource Challenges
What do you like best about the product?
The range of features that FSC offers is a compelling reason to consider using it. These include Omnistudio, the Business Rules Engine, and automation tools. Additionally, it comes with a financial services data model available out of the box.
What do you dislike about the product?
The cost increases when using additional features such as DLP. It can also be challenging to find implementation resources internally, so we were encouraged to collaborate with SF partners.
What problems is the product solving and how is that benefiting you?
Delivering FS features quickly in the financial services industry is essential. This tool makes it easy to create UI functionality, develop UI scripts, and automate processes. As a result, we are able to provide customers with the experience they expect and deserve, especially in today's era of agentic and omnichannel applications.
Comprehensive Client Insights, but Complex Setup and High Costs
What do you like best about the product?
Salesforce Financial Services Cloud offers a 360° view of clients, connecting relationships, financial accounts, and life events in one place. I like how it streamlines client management, enables personalized engagement, and strengthens trust through intelligent insights and automation.
What do you dislike about the product?
The setup and customization can be complex, especially for firms with unique workflows. Licensing and maintenance costs are also relatively high, and some advanced features require additional configuration or integration.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud unifies client data, automates processes, and provides actionable insights — helping advisors build stronger relationships, improve productivity, and deliver more personalized financial guidance efficiently.
Powerful Client Insights, but Complex Setup in Salesforce Financial Services Cloud
What do you like best about the product?
What I appreciate most about Salesforce Financial Services Cloud is the way it customizes the Salesforce platform to address the unique needs of financial relationships, offering a comprehensive view of clients, households, and their financial objectives. The platform supports personalized engagement by consolidating client data, providing relationship maps, and facilitating action plans, which empowers teams to deliver proactive service. I also value its smooth integration with compliance and onboarding processes, as this not only improves efficiency but also helps build stronger client trust.
What do you dislike about the product?
One aspect I find challenging about Salesforce Financial Services Cloud is the complexity of its configuration and data model, particularly when tailoring it to fit specific business processes. There is also some overlap between its features and those of the standard Sales Cloud, which can make the initial setup and user training more confusing. Furthermore, migrating data and integrating with older financial systems typically demands additional effort and a higher level of technical expertise.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud addresses the challenge of fragmented client data and manual relationship management by offering a comprehensive view of clients, households, and their financial objectives. The platform streamlines processes such as onboarding, compliance monitoring, and client engagement through automation and integrated workflows. As a result, I am able to build stronger client relationships, deliver services more efficiently, and provide more personalized, insight-driven financial advice.
Great for Collaboration and Personalization, but Costly and Complex to Implement
What do you like best about the product?
This platform offers a comprehensive 360-degree view of clients, enabling more personalized advice. It also streamlines routine tasks and workflows through automation, which helps save time. Additionally, it improves team collaboration by allowing shared access to client data.
What do you dislike about the product?
The process of implementing and customizing this product can be both complicated and expensive. Its rigid data model often necessitates costly modifications to fit specific needs. Additionally, the pricing structure may pose a significant obstacle for smaller companies.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves fragmented client data by giving a unified 360-degree view of financial information like investments, insurance, and accounts in one platform. It provides personalized advice, automates routine tasks, ensures regulatory compliance, and enhances team collaboration.
Benefits include faster response times, improved client trust, reduced advisor workload, and better decision-making with AI insights. It helps financial firms deliver tailored customer experiences, boost operational efficiency, and grow revenue.
Overall, FSC simplifies managing complex financial relationships while improving client engagement and compliance.
Benefits include faster response times, improved client trust, reduced advisor workload, and better decision-making with AI insights. It helps financial firms deliver tailored customer experiences, boost operational efficiency, and grow revenue.
Overall, FSC simplifies managing complex financial relationships while improving client engagement and compliance.
Quick Persona Setup and Efficient Connectivity Enhance Client Overview
What do you like best about the product?
Setting up personas was quick and straightforward, and the built-in features serve as an excellent accelerator. The connectivity is simple and efficient, providing a comprehensive overview of the client.
What do you dislike about the product?
Configuring it can be confusing, and making use of all the features can be challenging. However, things are improving with agent force, as some of the complexity is starting to decrease.
What problems is the product solving and how is that benefiting you?
This platform enables us to oversee our company operations from quoting to purchasing. It helps us manage our CRM and leads more effectively, and allows us to stay updated with market changes so we can remain ahead of our competitors.
Advanced AI and Helpful Services, but High Costs and Some Security Concerns
What do you like best about the product?
I like the enhanced customer services which is more helpful for the clients and also it uses more advanced technology like AI . This will help us a lot for our organization.
What do you dislike about the product?
Sometimes performance issues are faced but not all the times in any situation otherwise everything looks perfect in all aspects by comparing with other applications.
What problems is the product solving and how is that benefiting you?
It is solving many issues with latest advanced technologies implementation and also it is source of truth for financial data and information services.
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