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Smooth Sales Process
What do you like best about the product?
This CRM system makes ones life very easy in terms of getting things well organised for meetings, Having all information well stored. Customer supprt is amazing.
What do you dislike about the product?
Nothing much i think everything is perfect with the platform, I think maybe the user interface can use abit more colours. but overall i am happy with the platform.
What problems is the product solving and how is that benefiting you?
It helps you manage everything that goes into your business in terms of data. and all the tools you need to run your online bussines is available to you at a click of a button. support, marketing,, customer information etc.
Great experience about Salesforce Financial Services Cloud
What do you like best about the product?
As a PhD accounting researcher, I particularly appreciate how Financial Services Cloud bridges the gap between CRM functionality and accounting intelligence. The platform's ability to automatically map complex client financial relationships through its household architecture aligns perfectly with accounting theory's emphasis on economic entity principles. For my research on financial advisory practices, the audit trail features provide invaluable empirical data on how professionals actually use financial data in client interactions - something traditionally difficult to capture. The integration with accounting systems like QuickBooks Enterprise and automated compliance tracking also demonstrates sophisticated understanding of accounting workflows.
What do you dislike about the product?
From an academic perspective, the platform's "black box" approach to certain financial calculations can be frustrating when trying to validate methodologies for research purposes. The reporting module, while robust for business purposes, lacks the granular data export options needed for rigorous empirical analysis.
What problems is the product solving and how is that benefiting you?
As a PhD student in accounting, Salesforce Financial Services Cloud addresses several critical challenges in financial data management and client servicing that directly benefit my research and practical understanding of the industry:
Fragmented Client Data – Traditional CRMs struggle to capture complex financial relationships, but FSC’s household model mirrors accounting’s entity principle, giving me a real-world example of unified client profiling. This helps me study how data aggregation impacts advisory accuracy.
Manual Compliance Tracking – Automating regulatory checks (e.g., KYC, SOX) saves firms hours of work, and observing this in action provides me case studies on operational efficiency gains—a key focus in my research on audit process optimization.
Fragmented Client Data – Traditional CRMs struggle to capture complex financial relationships, but FSC’s household model mirrors accounting’s entity principle, giving me a real-world example of unified client profiling. This helps me study how data aggregation impacts advisory accuracy.
Manual Compliance Tracking – Automating regulatory checks (e.g., KYC, SOX) saves firms hours of work, and observing this in action provides me case studies on operational efficiency gains—a key focus in my research on audit process optimization.
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.
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.
I really like to use salesforce
What do you like best about the product?
Is easy to use, we can access from anywhere, is one of the most important customer Relation management platform, help teams to make faster decisions based on customers data
What do you dislike about the product?
The could Enhance AI yo better understand the client financial goals
Regular updates and system maintenance require dedicated resources
Licensing fees can be steep, specially for small businesses
Regular updates and system maintenance require dedicated resources
Licensing fees can be steep, specially for small businesses
What problems is the product solving and how is that benefiting you?
Manual repetitive processes; action plan and workflow automation streamline recurring task as onboarding, compliance checks and follow up.
The team can save time, reduce error and focus on building relationships instead of chasing paperwork
The team can save time, reduce error and focus on building relationships instead of chasing paperwork
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