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Compare AdvisorEngine CRM and Salesforce Financial Services Cloud 
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At a Glance
Market Segments
Small-Business (92.3% of reviews)
Enterprise (48.4% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$65.00 Per Month
$325.00 1 user Per Month
AdvisorEngine CRM
Star Rating
(26)4.0 out of 5
Market Segments
Small-Business (92.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$65.00 Per Month
Learn more about AdvisorEngine CRMSalesforce Financial Services Cloud
Star Rating
(213)4.3 out of 5
Market Segments
Enterprise (48.4% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Salesforce Financial Services Cloud excels in overall user satisfaction, boasting a significantly higher G2 Score compared to AdvisorEngine CRM. This reflects a broader acceptance and positive experience among users, particularly in larger enterprises.
- Users say that AdvisorEngine CRM offers a more affordable solution for small businesses, with features tailored to financial services. Reviewers appreciate its robust workflows and seamless integration with custodians, making it a practical choice for smaller firms looking for effective client management.
- According to verified reviews, Salesforce Financial Services Cloud shines in its automation capabilities, with features like Action Plans and workflow templates that help streamline processes. Users highlight how these tools enhance efficiency, especially in regulated environments.
- Reviewers mention that while AdvisorEngine CRM provides excellent customer support, with responses typically within 24 hours, Salesforce Financial Services Cloud also offers solid support but with a slightly lower satisfaction rating. This indicates that AdvisorEngine may have an edge in personalized service for its users.
- Users appreciate the ease of accessing client information in Salesforce Financial Services Cloud, which significantly improves the way they manage client records. This feature is particularly beneficial for those who need to track client progress efficiently, showcasing the platform's user-friendly design.
- G2 reviewers highlight that while AdvisorEngine CRM has a strong focus on specific features like mobility and dashboard capabilities, Salesforce Financial Services Cloud provides a more comprehensive suite of tools for larger organizations, including advanced relationship mapping and householding features that enhance client engagement.
Pricing
Entry-Level Pricing
AdvisorEngine CRM
AdvisorEngine CRM
$65.00
Per Month
Price is per user / month. Billed Annually.
✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating
- Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed
Salesforce Financial Services Cloud
Financial Services Cloud Service Enterprise
$325.00
1 user Per Month
The financial services CRM for service with built-in AI.
- Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
- Easy-to-Use CSR Console for Single Pane of Glass
- Service Process Studio for Low-Code Customization
Free Trial
AdvisorEngine CRM
Free Trial is available
Salesforce Financial Services Cloud
Free Trial is available
Ratings
Meets Requirements
8.5
19
8.6
142
Ease of Use
7.7
21
8.0
165
Ease of Setup
8.1
8
7.8
104
Ease of Admin
7.7
8
8.0
44
Quality of Support
8.7
19
8.4
135
Has the product been a good partner in doing business?
9.4
8
8.6
47
Product Direction (% positive)
8.8
20
8.4
139
Features by Category
Content
8.1
7
8.2
75
Platform Additional Functionality
9.3
5
8.1
76
9.0
7
8.6
76
9.8
7
8.5
75
8.7
5
8.1
75
Not enough data
7.9
74
Platform Reporting and Analytics
Not enough data
8.5
76
Not enough data
7.8
74
Customer Support
8.6
6
8.4
75
9.3
5
8.4
76
9.7
5
8.3
75
Not enough data
8.4
75
Marketing Automation
Not enough data
8.2
71
9.7
5
8.4
72
Not enough data
8.2
72
Sales Force Automation
Not enough data
8.2
73
9.0
5
8.1
75
Not enough data
8.0
70
Not enough data
8.1
73
Not enough data
8.0
71
Agentic AI - Financial Services CRM
Not enough data
7.9
64
Categories
Categories
Shared Categories
AdvisorEngine CRM and Salesforce Financial Services Cloud are categorized as Financial Services CRM
Unique Categories
AdvisorEngine CRM has no unique categories
Salesforce Financial Services Cloud has no unique categories
Reviews
Reviewers' Company Size
AdvisorEngine CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Salesforce Financial Services Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
69.2%
Investment Management
19.2%
Accounting
7.7%
Computer Software
3.8%
‐
Other
0.0%
Financial Services
45.8%
Banking
11.1%
Information Technology and Services
5.8%
Accounting
4.7%
Insurance
3.2%
Other
29.5%
Alternatives
Discussions
Does Junxure Cloud integrate with email programs?
1 Comment
Official Response from AdvisorEngine CRM
Send emails from Junxure Cloud to addresses in your database through a PC browser and either Google (Gmail) or Microsoft Exchange. Outgoing emails only are...Read more
What is junxure cloud?
1 Comment
CP
Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them.Read more
Salesforce Financial Services Cloud has no discussions with answers
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