Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
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Helpful for Daily Audits and Service Quality Control
What do you like best about the product?
While I don’t use the Financial Services Cloud specifically, I work daily with Salesforce’s Service Cloud to audit support cases. The platform is reliable, customizable, and helps streamline case management across teams. For any organization, including those in financial services looking for a robust CRM with strong workflow automation and reporting tools, I’d definitely recommend Salesforce. The learning curve can be steep at first, but once you’re familiar with it, it’s a powerful tool.
What do you dislike about the product?
Salesforce can be overwhelming at first, especially for new users. The interface isn’t always intuitive, and it can take time to learn how to navigate all the features effectively. Also, the system can feel slow when dealing with large volumes of data or switching between multiple records quickly. Some tasks require too many clicks, which affects productivity during high-pressure periods
What problems is the product solving and how is that benefiting you?
Salesforce helps centralize and organize all customer interactions in one place, which makes it easier to audit service cases efficiently. It solves the problem of fragmented data by providing a complete history of actions taken on each case. This improves transparency, speeds up the auditing process, and helps ensure consistent service quality. It also allows teams to track performance and identify areas for improvement through detailed reporting and dashboards
A more personalized approach to financial services with salesforce
What do you like best about the product?
One thing I really like about it is how it provides a 360 degree view of clients, which makes it easier to understand their needs and deliver tailored services. I also appreciate its strong focus on compliance and security, which is super important in the financial sector.
What do you dislike about the product?
I really like the platform but one minor challenge is that it can be a bit complex to customize, especially for teams that are new to Salesforce. But once you get the hang on it, it's definitely worth it, which keeps it friendly and balanced.
What problems is the product solving and how is that benefiting you?
I am working in a Marketing agency and it help me to solve the challenge of managing complex client relationships by giving a 360-degree view of client data. It streamlines communications, tracks interactions, and ensure personalized service. For me as an employee of marketing agency, it means better targeting, improved client engagement and the ability to create more impactful, data driven campaigns for financial clients.
Overall a very helpful CRM tool
What do you like best about the product?
I like how I can generate reports based on my needs, this helps with client monthly reviews.
Also our firm has set up the function to open a case to another team, which is very efficient.
Also our firm has set up the function to open a case to another team, which is very efficient.
What do you dislike about the product?
Saving email under client profiles can be a bit troublesome, where you have to click on the emails one by one, and often having to unclick your own name.
What problems is the product solving and how is that benefiting you?
All the client data are easy to filter and be put into groups. This helps with later marketing and targeting.
Also the life events column is very straight forward, saves us time and easy to use.
Also the life events column is very straight forward, saves us time and easy to use.
I have 4 years of experience working with Salesforce, managing Sales Cloud and Service Cloud modules
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how it’s specifically designed to meet the unique needs of financial advisors and institutions. It offers a 360-degree view of clients by integrating financial accounts, goals, and interactions all in one place, which helps deliver personalized advice and stronger client relationships.
What do you dislike about the product?
One challenge with Salesforce Financial Services Cloud is that it can be complex to set up and customize, especially for organizations without dedicated Salesforce admins or developers. Sometimes the learning curve is steep for new users, which can slow initial adoption
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the problem of disconnected client data and fragmented workflows common in the financial industry. By providing a unified platform that integrates client profiles, financial accounts, goals, and interactions, it helps advisors get a complete, real-time view of their clients.
Very good service
What do you like best about the product?
What is most liked about Salesforce Financial Services Cloud is its ability to offer a complete and personalized view of the customer, facilitating more efficient and needs-focused financial attention.
What do you dislike about the product?
1. High cost (licenses, customization, maintenance).
2. Steep learning curve.
3. Complex technical customization.
4. Performance may decrease with large volumes of data.
5. High dependency on the Salesforce ecosystem.
2. Steep learning curve.
3. Complex technical customization.
4. Performance may decrease with large volumes of data.
5. High dependency on the Salesforce ecosystem.
What problems is the product solving and how is that benefiting you?
1. High cost of implementation and licenses.
2. Complexity in customization and configuration.
Benefits me:
1. Job opportunity: Companies need consultants, administrators, and expert developers in FSC.
2. Training demand: You can offer or take courses to train new users.
2. Complexity in customization and configuration.
Benefits me:
1. Job opportunity: Companies need consultants, administrators, and expert developers in FSC.
2. Training demand: You can offer or take courses to train new users.
Account Manager
What do you like best about the product?
What I like most about Salesforce Financial Services Cloud is how it’s purpose-built for financial services professionals. The client-centric data model makes it incredibly easy to get a 360-degree view of customer relationships, including households, accounts, and financial goals—all in one place. The built-in tools for tracking referrals, managing leads, and automating routine tasks help streamline workflows and improve client engagement. I also appreciate how customizable FSC is, especially when integrated with other Salesforce products or third-party platforms.
What do you dislike about the product?
One area that could be improved is the initial setup and configuration. While FSC is powerful, getting it optimized for a specific organization’s needs can be complex and time-consuming, especially without experienced admins or developers on the team. Additionally, some of the advanced features require additional licensing or development work, which can drive up costs. But once it’s properly configured, the platform’s long-term value far outweighs the early challenges.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the common challenge of managing fragmented client data across multiple systems. By centralizing customer information—such as financial accounts, interactions, goals, and household relationships—it enables a unified view of each client. This has helped me streamline workflows, personalize communications, and provide more proactive support. FSC’s automation and task management tools also reduce manual work, so I can focus more on high-value client interactions and strategic account growth. Overall, it enhances client satisfaction, improves retention, and increases operational efficiency.
Salesforce: A Powerful Tool For Managing Corporate and Commercial Clients
What do you like best about the product?
What I Like best about Salesforce is that it helps us manage clients efficiently with secure data, automation and real-time insights, essentially for daily business success.
What do you dislike about the product?
Salesforce can be complex to customize sometimes, with a steep learning curve and occasional performance lags when handling large databases or workflows.
What problems is the product solving and how is that benefiting you?
Salesforce FSC unifies client data, automates tasks, and ensures compliance-helping us deliver personalized service and work more efficiently every day.
Review of Salesforce Financial Services Cloud
What do you like best about the product?
1.Client-Centric Data Model,
2.Built-in Einstein AI provides lead scoring, next-best actions, and predictive insights,
3. Pre-built industry-specific dashboards for KPIs like assets under management, pipeline, referrals, etc.
2.Built-in Einstein AI provides lead scoring, next-best actions, and predictive insights,
3. Pre-built industry-specific dashboards for KPIs like assets under management, pipeline, referrals, etc.
What do you dislike about the product?
Salesforce FSC can be complex to configure, often requiring developer support. The large feature set adds overhead, and integration with legacy systems isn't always seamless.
What problems is the product solving and how is that benefiting you?
Salesforce FSC helps streamline client relationship management by consolidating data across accounts, households, and financial goals into a single view. It reduces manual processes through workflow automation, improving advisor productivity and ensuring regulatory compliance. This has led to faster client onboarding, better service personalization, and improved team collaboration.
Wealth Management Focus
What do you like best about the product?
I like that Salesforce Financial Services Cloud offers a complete view of the client’s financial life. It helps manage relationships more personally and keeps everything compliant and efficient in one place
What do you dislike about the product?
“One limitation is the rigidity in some compliance workflows. While it’s great that it prioritizes regulations, highly regulated firms may still need to build additional customizations to fully align with local or regional compliance needs
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the problem of disconnected data and manual client tracking. It brings all client information—financial goals, interactions, and documents—into one place. For me, that means better productivity, more personalized client service, and easier compliance management.
Salesforce is a powerful tool for organizing client data and improving productivity.
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how it gives a full view of each client and makes everything more efficient personalized service, easy workflows, and better relationship management all in one place.
What do you dislike about the product?
What I dislike about Salesforce Financial Services Cloud is that it can feel overly complex at times there’s a learning curve, and customizing it to fit specific needs can be time-consuming without the right support
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the problem of scattered client information and manual tracking everything’s in one place now, which makes my work more efficient and helps me give clients a more personalized experience.
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