# AdvisorEngine CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Comparison
---
## AI Generated Summary
- **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.



| | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 26 | 227 | 
| **Largest Market Segment** | Small-Business (92.3% of reviews) | Enterprise (47.5% of reviews) | 
| **Entry Level Price** | $65.00 Per Month | $325.00 1 user Per Month | 


---
## Ratings Comparison
| Rating | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
  | **Meets Requirements** | 8.5 (19 reviews) | 8.6 (151 reviews) | 
  | **Ease of Use** | 7.7 (21 reviews) | 8.0 (174 reviews) | 
  | **Ease of Setup** | 8.1 (8 reviews) | 7.8 (113 reviews) | 
  | **Ease of Admin** | 7.7 (8 reviews) | 8.0 (47 reviews) | 
  | **Quality of Support** | 8.7 (19 reviews) | 8.4 (144 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (8 reviews) | 8.6 (50 reviews) | 
  | **Product Direction (% positive)** | 8.8 (20 reviews) | 8.5 (147 reviews) | 

---
## Pricing

### AdvisorEngine CRM

#### Entry-Level Pricing

Plan: AdvisorEngine CRM

Price: $65.00 Per Month

Description: Price is per user / month. Billed Annually.

✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating

Key Features:
- 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

[Learn more about AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews)

#### Free Trial

Yes

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

#### Entry-Level Pricing

Plan: Agentforce Financial Services Service Enterprise

Price: $325.00 1 user Per Month

Description: The financial services CRM for service with built-in AI.

Key Features:
- 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

[Browse all 8 editions](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### AI Assistants for Financial Services

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |

#### Conversation Intelligence

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Action Items** | Not enough data | Not enough data | 
| **AI Meeting Transcription** | Not enough data | Not enough data | 
| **Sentiment analysis** | Not enough data | Not enough data | 

#### Workflow

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Triggering** | Not enough data | Not enough data | 
| **Email drafting** | Not enough data | Not enough data | 
| **Form Pre-fill** | Not enough data | Not enough data | 
| **CRM Auto-Logging** | Not enough data | Not enough data | 

#### Compliance

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Document verification** | Not enough data | Not enough data | 
| **Language Monitoring** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Access Control** | Not enough data | Not enough data | 
| **Triggering** | Not enough data | Not enough data | 

#### Insights

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Next Best Action** | Not enough data | Not enough data | 
| **Client Interaction Analysis** | Not enough data | Not enough data | 
| **Revenue Opportunity** | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | 9.1/10 | 7 |
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | 8.2/10 | 88 |

#### Content

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Automation** | 8.1 (7 reviews) | 8.3 (83 reviews) | 

#### Platform Additional Functionality

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Pre-Built Connectors** | 9.3 (5 reviews) | 8.1 (81 reviews) | 
| **Dashboard** | 9.0 (7 reviews) | 8.6 (81 reviews) | 
| **Cloud** | 9.8 (7 reviews) | 8.5 (76 reviews) | 
| **Mobility** | 8.7 (5 reviews) | 8.1 (75 reviews) | 
| **Messaging** | Not enough data | 7.9 (75 reviews) | 

#### Platform Reporting and Analytics

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Reporting** | Not enough data | 8.6 (79 reviews) | 
| **Forecasting** | Not enough data | 7.9 (76 reviews) | 

#### Customer Support

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Case Management** | 8.6 (6 reviews) | 8.4 (79 reviews) | 
| **Customer Support Portal** | 9.3 (5 reviews) | 8.4 (77 reviews) | 
| **Knowledge Base** | 9.7 (5 reviews) | 8.3 (77 reviews) | 
| **Support Analytics** | Not enough data | 8.4 (77 reviews) | 

#### Marketing Automation

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Campaign Management** | Not enough data | 8.2 (72 reviews) | 
| **Lead Management** | 9.7 (5 reviews) | 8.4 (73 reviews) | 
| **Marketing Analytics** | Not enough data | 8.2 (73 reviews) | 

#### Sales Force Automation

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Pipeline Management** | Not enough data | 8.2 (74 reviews) | 
| **Task Management** | 9.0 (5 reviews) | 8.1 (77 reviews) | 
| **Product and Price List Management** | Not enough data | 8.0 (70 reviews) | 
| **Quote and Order Management** | Not enough data | 8.1 (73 reviews) | 
| **Contract Management** | Not enough data | 8.0 (71 reviews) | 

#### Agentic AI - Financial Services CRM

| Feature | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Decision Making** | Not enough data | 8.0 (65 reviews) | 

---
## Categories
**Shared Categories (1):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)


**Unique to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) (1):** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services)


---
## Reviewer Demographics

### By Company Size

| Segment | AdvisorEngine CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Small-Business** | 92.3% | 20.5% | 
| **Mid-Market** | 7.7% | 32.0% | 
| **Enterprise** | 0% | 47.5% | 

### By Industry

#### AdvisorEngine CRM

- **Financial Services:** 69.2%
- **Investment Management:** 19.2%
- **Accounting:** 7.7%
- **Computer Software:** 3.8%

#### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- **Financial Services:** 44.7%
- **Banking:** 10.6%
- **Accounting:** 5.5%
- **Information Technology and Services:** 5.5%
- **Computer Software:** 3.0%
- **Hospital & Health Care:** 3.0%
- **Marketing and Advertising:** 3.0%
- **Insurance:** 3.0%
- **Consumer Services:** 1.5%
- **Leisure, Travel & Tourism:** 1.5%
- **Other:** 18.6%

---
## Alternatives

### Alternatives to AdvisorEngine CRM

- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (79 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (672 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)
- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (157 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [vcita](https://www.g2.com/products/vcita/reviews) — 4.5/5 stars (81 reviews)
- [Irwin](https://www.g2.com/products/irwin/reviews) — 4.5/5 stars (57 reviews)
- [Affinity](https://www.g2.com/products/affinity/reviews) — 4.4/5 stars (72 reviews)

### Alternatives to Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (79 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (157 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (672 reviews)
- [GReminders](https://www.g2.com/products/greminders/reviews) — 4.6/5 stars (694 reviews)
- [Zocks](https://www.g2.com/products/zocks/reviews) — 4.8/5 stars (429 reviews)
- [DealCloud](https://www.g2.com/products/dealcloud/reviews) — 4.2/5 stars (41 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)

---
## Top Discussions

### AdvisorEngine CRM

- Title: [What is the use of Junxure?](https://www.g2.com/discussions/what-is-the-use-of-junxure) — 1 comment
  > **Top comment:** "it is our CRM"
- Title: [What is junxure cloud?](https://www.g2.com/discussions/what-is-junxure-cloud) — 1 comment
  > **Top comment:** "Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them."
- Title: [Does Junxure Cloud integrate with email programs?](https://www.g2.com/discussions/does-junxure-cloud-integrate-with-email-programs) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "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..."

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/advisorengine-crm-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud)