Agentforce Financial Services
Salesforce, Inc.Reviews from AWS customer
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Unified Data and Powerful AI, But Customer Experience Needs Improvement
What do you like best about the product?
I really appreciate how Salesforce Financial Services Cloud unifies data from multiple systems, providing a seamless 360-degree customer view. Its integration with core banking, policy administration, and trading systems enhances its utility. The Einstein AI models are incredibly useful for identifying upsell and cross-sell opportunities, predicting churn, and offering recommendations, which are vital for our operations. Additionally, the platform's ability to provide building templates and maintain an audit trail for compliance tasks like KYC and AML is invaluable.
What do you dislike about the product?
I initially found the setup process of Salesforce Financial Services Cloud difficult. Setting up the objects was particularly challenging at the start. I also find the customer experience lacking, as relationship managers and advisors do not have full visibility into their client's life, goals, and interactions. This hampers my ability to provide comprehensive service and needs improvement.
What problems is the product solving and how is that benefiting you?
I find the product unifies data from multiple systems, solving data silos and fragmentation issues. It provides a comprehensive 360-degree customer view, improving our operational efficiency with real-time structured and unstructured data integration.
Powerful Unified Platform for Financial Services, but Complex to Configure
What do you like best about the product?
Salesforce Financial Services Cloud brings together relationship management, data intelligence, and workflow automation in a way that’s purpose-built for financial institutions. What stands out most is how it unifies client information across banking, insurance, and wealth management in a single, trusted platform — enabling advisors, agents, and service teams to deliver truly personalized experiences.
What do you dislike about the product?
While Financial Services Cloud is extremely powerful, its complex configuration and licensing model can be challenging — especially for organizations that are new to Salesforce or lack specialized technical resources. Because FSC builds on the core CRM with additional industry data models and components, implementation often requires significant customization to fully align with each firm’s specific processes and regulatory requirements.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud (FSC) solves one of the biggest challenges in the financial sector — fragmented client data and disconnected systems. It brings every customer interaction, financial account, and service process into a single, unified platform, giving relationship managers, advisors, and service teams a complete 360º view of their clients.
Indispensable Insights and Value from Financial Services Cloud
What do you like best about the product?
They offer excellent insights and recommendations. As a company, we truly rely on this service, as it brings significant value to our operations. We are not sure what we would do without it.
What do you dislike about the product?
So far, I haven't encountered any negative experiences with Financial Services Cloud. Everything we've accomplished using it has been beneficial, which is fantastic for us as a company and as a business.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves problems related to inefficient manual processes, siloed data, lack of personalized client experiences, and complex compliance and security issues. It provides a centralized platform to automate tasks, improve collaboration, unify client data, and ensure regulatory compliance, which ultimately leads to increased operational efficiency, enhanced customer service, and improved security.
Great for End User Account Viewing
What do you like best about the product?
The ability for end users to view accounts in their personal information page and how it can best be helpful in day to day use. Users are also excited about it.
What do you dislike about the product?
The cost can be very pricey for a small business financial institution where there are only a minimal amount of consultants and customers that we serve.
What problems is the product solving and how is that benefiting you?
It solves the issue that we have when we run across customers that can be difficult and occasionally agitated. The more informed the user the and end users the better for us.
Great Industry Focus, But Lacks Support for Regional Regulations
What do you like best about the product?
Financial services cloud includes most of what you really need to support a bank crm. The focus on this industry means that customization isn’t always required
What do you dislike about the product?
There isn’t enough support of what financial services needs as a product for geographic regulations and current market trends. Bank are complex and we continue to have to add on
What problems is the product solving and how is that benefiting you?
Scheduling appointments and lead distribution, management, nurturing and coaching have been moved from legacy progresses and modernized. Calendar management as well as a rudimentary level of reporting are enabled as well
Great for Wealth Management, but Sometimes Slow
What do you like best about the product?
It is the best at handling wealth mgmt clients and information. Very handy in setting up an org quickly. One of the finest Enterprise tools available on the market
What do you dislike about the product?
Slow sometimes. Requires a lot of drop lighting knowledge and sometimes it can be daunting for you are never seen you. You just to use them so maybe make the UI more intuitive
What problems is the product solving and how is that benefiting you?
It helps us all the CRM problem where all the clients are not getting enough touch points from the sales people so banks can reach out to them on a timely basis and can have adequate follow-ups and that can expedite the sales process
Financial services cloud made advisor job easy
What do you like best about the product?
Advisors can use the system very well for household management and family tree . Financial account roles to display all roles of a. Account is useful for financial advisor
What do you dislike about the product?
Wealth managers easily manage client relationships. Households also managed very well . Rolliups made easy at financial account level. Advisors can find
What problems is the product solving and how is that benefiting you?
Householdimg and finan cul account roll up's . Relating accounts to roles and contacts also made the job easier. People management also changed a lot .
Fast and Reliable, but Can Be Overwhelming for New Users
What do you like best about the product?
I dont have much experience with it, but i only hear good things about how fast and reliable it is, i do wish I can work more with the tools in the future
What do you dislike about the product?
Salesforce can already be challenging to learn, and adding another layer on top may make it even more overwhelming, especially for new users. The sheer amount of data presented can be too much, making it difficult for both newcomers and experienced users to navigate effectively.
What problems is the product solving and how is that benefiting you?
We are achieving more structured pricing and managing our product portfolio with greater ease of use, which empowers our administrators and power users within our company.
Centralized Data and Great Information Visibility
What do you like best about the product?
Data in one place and visibility of information. I like that we can process data easily and share with others outside of our group as well. Also, usability ease
What do you dislike about the product?
Starting to get familiar with the instance but our users really like it so we look forward to plugging it in to our other instances across the client journey
What problems is the product solving and how is that benefiting you?
Easy processing and data visibility as well as collaboration and insights to best simplify the financial process wish as billing and pricing across our services
Sr Dir of digital marketing
What do you like best about the product?
I like that house holding is built in as it aligns with our current data structure. Additionally the built in compliance and regulatory audit components are welcomed.
What do you dislike about the product?
It can fairly complex on the learning ramp. And I know the various integrations can help make those connections but every financial institution has such a complex stack that having some sort of training package would be ideal
What problems is the product solving and how is that benefiting you?
We don’t currently use Financial Service cloud but it is in our consideration as we look to merge next year. We do appreciate Salesforce tailored solutions that work with its ecosystem.
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