Agentforce Financial Services
Salesforce, Inc.Reviews from AWS customer
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Comprehensive Customer View, but High Cost and Complexity for Small Teams
What do you like best about the product?
360-degree customer view by consolidating all client data into a single profile.
It brings together scattered client information, such as accounts, investments, and interactions, into one unified view.
It provides a holistic view allows financial advisors to provide more informed and personalized advice, improving customer experience.
Prebuilt data models (object models) speed the implementation and ensure scalability for the long term.
It brings together scattered client information, such as accounts, investments, and interactions, into one unified view.
It provides a holistic view allows financial advisors to provide more informed and personalized advice, improving customer experience.
Prebuilt data models (object models) speed the implementation and ensure scalability for the long term.
What do you dislike about the product?
There is high cost, requiring investment in licensing and implementation. Also complexity can make it a challenging option for smaller teams/companies that do not have the salesforce and FSC expertise
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud excels at delivering a comprehensive 360-degree view of customers by unifying all client information into one profile. This facilitates personalized advice and enhances relationships. Key benefits also include automation of manual tasks to increase employee efficiency, along with flexible, pre-designed data models that can be tailored to meet specific business requirements while ensuring security and compliance.
Innovative but Too Busy—Needs More Focus
What do you like best about the product?
Innovation and industry leadership are evident in how this company brings delight to users, offering comprehensive servicing and data solutions. By managing the entire end-to-end journey for consumers, they provide a seamless, frictionless experience across all channels.
What do you dislike about the product?
The sessions feel too busy and would benefit from a greater focus. I think they should be more tailored to specific needs, with an emphasis on guiding clients throughout their journey. More focused sessions would really help improve the overall experience.
What problems is the product solving and how is that benefiting you?
This solution has been instrumental in connecting our customer journey, from servicing to enabling valuable data insights that drive essential business experiences. It also supports the enterprise in making better use of data.
Great Platform for Banks and CMRM, but Needs Add-Ons for Perfection
What do you like best about the product?
It is a great experience for banks, from customers to associates. It is a great platform for our CRM. It adapts well to building on it. We appreciate the flexibility we have using the product.
What do you dislike about the product?
It doors not provide everything a user needs. It does require additional buildout and applications to make the most. It does have good structure to build upon though.
What problems is the product solving and how is that benefiting you?
It is helping us solve our banks need for a core system of engagement. Users appreciate the ease of use and developers appreciate the ease of customization.
Comprehensive Client Insights and Workflow Automation, but Complex Setup and High Costs
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how seamlessly it connects client data across teams, giving a full 360° view of each relationship. It simplifies workflows, automates key financial processes, and provides actionable insights through customizable dashboards. The integration with existing Salesforce tools also makes collaboration and client servicing much more efficient and personalized.
What do you dislike about the product?
What I dislike about Salesforce Financial Services Cloud is that it can feel overly complex to set up and customize, especially for smaller teams without dedicated admin support. The licensing and add-on costs can also add up quickly. Additionally, some features require significant configuration to work smoothly, which can slow down implementation and user adoption.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps solve the problem of fragmented client information by bringing data from different systems into one unified platform. It makes it easier to manage client relationships, track interactions, and identify new opportunities. The automation of routine tasks and clear visibility into pipelines save time and reduce errors. Overall, it improves collaboration across teams and allows for more personalized, efficient client service, which ultimately strengthens relationships and drives better business outcomes.
Great Data Model, But Overwhelming to Understand All Features
What do you like best about the product?
I like the Data model and that it allows for use to build a loan origination system. We have built a business loan origination system action system on top of FSC.
What do you dislike about the product?
Understanding everything included with purchase of the platform. I do think that the new Salesforce Go will be helpful in u deranging all components though.
What problems is the product solving and how is that benefiting you?
It’s solving the need as a CRM across our FI as well as a loan origination system. We also used it to track leads and referrals for our retail spaces.
Great 360° Customer View and Industry Features, but Some Drawbacks
What do you like best about the product?
360 view of Customer
Industry Specific features
Integration capabilities
Automation and Productivity
Scalability
Best for the existing Experience Cloud customers
Industry Specific features
Integration capabilities
Automation and Productivity
Scalability
Best for the existing Experience Cloud customers
What do you dislike about the product?
Cost and licensing model complexity
Implementation challenges
Performance tuning and capability planning
Adoption from the existing experience cloud
Implementation challenges
Performance tuning and capability planning
Adoption from the existing experience cloud
What problems is the product solving and how is that benefiting you?
Customer 360
Industry specific solutions
Integration capabilities automation
Customisation and integration
Scalability solution who use nCino and other products
Industry specific solutions
Integration capabilities automation
Customisation and integration
Scalability solution who use nCino and other products
Great Features for Financial Services, Looking Forward to Future Improvements
What do you like best about the product?
Features tailored specifically for financial services companies and continued investment expected in the future by Salesforce. Includes analytical and segmentation capabilities out of the box
What do you dislike about the product?
We’ve had issues with scalability and volume for an organization as large as ours, specifically with business rules engine and omniscript. Enhancements to the capabilities are still desired
What problems is the product solving and how is that benefiting you?
More out of the box functionality lessens the need for customization, reducing our technology costs and freeing up resources to focus on product strategy instead of technology execution
Unified Client View and Streamlined Service, but Complex Setup with Learning Curve
What do you like best about the product?
Salesforce Financial Services Cloud gives us a unified view of clients, streamlines onboarding and relationship management, and integrates seamlessly with other tools—making it easier to deliver personalized, efficient financial service.
What do you dislike about the product?
The platform can be complex to configure and customize, requiring significant time and technical expertise. Occasional performance issues and a steep learning curve can slow adoption for new users.
What problems is the product solving and how is that benefiting you?
FSC streamlines client management by unifying financial data, automating workflows, and improving visibility across relationships, helping advisors deliver personalized service, strengthen client trust, and enhance operational efficiency.
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.
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