# Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Irwin 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 Irwin. Users appreciate features like the **Person Account management** and the streamlined access to client information, which enhances their workflow and client tracking.
- **Users say** that Irwin shines in its **ease of use** , with many finding the platform intuitive and straightforward. Reviewers highlight its ability to easily export data to Excel and create pivot tables, making it a favorite for those who value simplicity in their daily tasks.
- **According to verified reviews** , Salesforce Financial Services Cloud offers robust automation capabilities, with features like **Action Plans** and workflow templates that help users automate regulated processes. This functionality is particularly beneficial for users managing complex financial services.
- **Reviewers mention** that while Irwin has a strong focus on small businesses, it provides valuable tools such as **suggested investors with fit scores** and organized NOBO lists, which help users track and manage investor relationships effectively.
- **Users highlight** the quality of support from Irwin, noting its high ratings in customer service and responsiveness. This is a significant advantage for users who prioritize having reliable support when navigating challenges.
- **G2 reviewers indicate** that Salesforce Financial Services Cloud, despite its higher complexity, offers advanced features like **visual relationship maps** and comprehensive reporting tools, which are essential for larger enterprises looking to manage extensive client portfolios.



| | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 226 | 57 | 
| **Largest Market Segment** | Enterprise (47.5% of reviews) | Small-Business (75.4% of reviews) | 
| **Entry Level Price** | $325.00 1 user Per Month | Contact Us Per Year | 

---
## Top Pros & Cons

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

**Not enough data**

### Irwin

Pros:
- Customization (1 reviews)

Cons:
- Limited Accessibility (1 reviews)
- Limited Data (1 reviews)

---
## Ratings Comparison
| Rating | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
  | **Meets Requirements** | 8.6 (151 reviews) | 8.9 (35 reviews) | 
  | **Ease of Use** | 8.0 (174 reviews) | 8.9 (35 reviews) | 
  | **Ease of Setup** | 7.8 (113 reviews) | 9.1 (13 reviews) | 
  | **Ease of Admin** | 8.0 (47 reviews) | 8.9 (12 reviews) | 
  | **Quality of Support** | 8.4 (144 reviews) | 9.5 (35 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (50 reviews) | 9.4 (12 reviews) | 
  | **Product Direction (% positive)** | 8.5 (147 reviews) | 9.6 (30 reviews) | 

---
## Pricing

### 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

### Irwin

#### Entry-Level Pricing

Plan: Irwin Pricing

Price: Contact Us Per Year

Key Features:
- The most powerful investor relations software made for modern IR teams

[Learn more about Irwin](https://www.g2.com/products/irwin/reviews)

#### Free Trial

Yes

---
## Features Comparison By Category

### Financial Research

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Irwin** | 8.5/10 | 7 |

#### Financial Information

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Data Visualization** | Not enough data | 8.9 (6 reviews) | 
| **Document Search** | Not enough data | Not enough data | 

#### Analysis

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Financial Analysis** | Not enough data | 8.3 (5 reviews) | 
| **Charting** | Not enough data | 8.6 (6 reviews) | 
| **Risk Analysis** | Not enough data | Not enough data | 
| **Document Annotation** | Not enough data | Feature Not Available | 
| **Collaboration** | Not enough data | Not enough data | 

#### Market News

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Alerts and Monitoring** | Not enough data | Not enough data | 
| **Market Information** | Not enough data | 8.0 (5 reviews) | 
| **Market News** | Not enough data | Not enough data | 

#### Platform Basics

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Mobility** | Not enough data | Not enough data | 
| **Interoperability** | Not enough data | Not enough data | 

#### Agentic AI - Financial Research

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 

### Financial Analytics

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Irwin** | 9.1/10 | 6 |

#### Platform Additional Functionality

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Dashboard** | Not enough data | 9.2 (6 reviews) | 
| **Cloud** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | 

#### Platform Data

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Visualization** | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **API** | Not enough data | Feature Not Available | 

#### Platform Performance

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Reporting** | Not enough data | 9.0 (5 reviews) | 

#### Agentic AI  - Financial Analytics

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | 

### Investor Reporting

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Irwin** | 8.0/10 | 16 |

#### Platform Additional Functionality

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Portal** | Not enough data | 8.9 (9 reviews) | 
| **Messaging** | Not enough data | Feature Not Available | 
| **White-Labeling** | Not enough data | Feature Not Available | 

#### Platform Data

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Report Manipulation** | Not enough data | 7.0 (9 reviews) | 
| **Platform Search** | Not enough data | 8.8 (13 reviews) | 
| **Document Automation** | Not enough data | Feature Not Available | 

#### Platform Content

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Email Templates** | Not enough data | 7.3 (8 reviews) | 
| **Email Automation** | Not enough data | 7.8 (10 reviews) | 
| **Custom Reports** | Not enough data | 8.0 (11 reviews) | 
| **Alerts** | Not enough data | 8.3 (6 reviews) | 

### Investor Relationship Management

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Irwin** | 7.9/10 | 27 |

#### Sales Force Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Segmenting** | Not enough data | 8.4 (16 reviews) | 
| **Contract Management** | Not enough data | Feature Not Available | 
| **Pipeline Management** | Not enough data | Feature Not Available | 
| **White-Labeling** | Not enough data | Feature Not Available | 

#### Platform Analytics

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Forecasting** | Not enough data | Feature Not Available | 
| **Reports** | Not enough data | 8.1 (19 reviews) | 
| **Analytics** | Not enough data | 8.3 (21 reviews) | 

#### Marketing Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Email Templates** | Not enough data | 7.1 (13 reviews) | 
| **Email Automation** | Not enough data | 7.6 (17 reviews) | 
| **Lead Management** | Not enough data | Not enough data | 

### AI Assistants for Financial Services

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

#### Conversation Intelligence

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **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 | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **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 | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **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 | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **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 |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | 8.2/10 | 87 |
| **Irwin** | 8.7/10 | 6 |

#### Content

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Automation** | 8.3 (83 reviews) | 8.3 (5 reviews) | 

#### Platform Additional Functionality

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Pre-Built Connectors** | 8.1 (81 reviews) | Not enough data | 
| **Dashboard** | 8.6 (81 reviews) | 8.6 (6 reviews) | 
| **Cloud** | 8.5 (76 reviews) | Not enough data | 
| **Mobility** | 8.1 (75 reviews) | Not enough data | 
| **Messaging** | 7.9 (75 reviews) | Not enough data | 

#### Platform Reporting and Analytics

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Reporting** | 8.6 (79 reviews) | 8.0 (5 reviews) | 
| **Forecasting** | 7.9 (76 reviews) | Not enough data | 

#### Customer Support

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Case Management** | 8.4 (79 reviews) | 8.7 (5 reviews) | 
| **Customer Support Portal** | 8.4 (77 reviews) | 9.2 (6 reviews) | 
| **Knowledge Base** | 8.3 (77 reviews) | 8.9 (6 reviews) | 
| **Support Analytics** | 8.4 (77 reviews) | Feature Not Available | 

#### Marketing Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Campaign Management** | 8.2 (72 reviews) | 9.0 (5 reviews) | 
| **Lead Management** | 8.4 (73 reviews) | 8.9 (6 reviews) | 
| **Marketing Analytics** | 8.2 (73 reviews) | 9.2 (6 reviews) | 

#### Sales Force Automation

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

#### Agentic AI - Financial Services CRM

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

---
## 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)

**Unique to Irwin (4):** [Investor Reporting Software](https://www.g2.com/categories/investor-reporting), [Investor Relationship Management Software](https://www.g2.com/categories/investor-relationship-management), [Financial Analytics Software](https://www.g2.com/categories/financial-analytics), [Financial Research Software](https://www.g2.com/categories/financial-research)


---
## Reviewer Demographics

### By Company Size

| Segment | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Irwin | 
|---|---|---|
| **Small-Business** | 20.5% | 75.4% | 
| **Mid-Market** | 32.0% | 17.5% | 
| **Enterprise** | 47.5% | 7.0% | 

### By Industry

#### 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%

#### Irwin

- **Mining & Metals:** 28.1%
- **Financial Services:** 14.0%
- **Capital Markets:** 7.0%
- **Biotechnology:** 5.3%
- **Chemicals:** 5.3%
- **Information Technology and Services:** 5.3%
- **Oil & Energy:** 3.5%
- **Management Consulting:** 3.5%
- **Consumer Goods:** 3.5%
- **Accounting:** 1.8%
- **Other:** 22.8%

---
## Alternatives

### 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 (76 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Zocks](https://www.g2.com/products/zocks/reviews) — 4.8/5 stars (335 reviews)
- [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) — 4.0/5 stars (26 reviews)
- [DealCloud](https://www.g2.com/products/dealcloud/reviews) — 4.3/5 stars (31 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)

### Alternatives to Irwin

- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Crunchbase](https://www.g2.com/products/crunchbase/reviews) — 4.4/5 stars (407 reviews)
- [AlphaSense](https://www.g2.com/products/alphasense/reviews) — 4.6/5 stars (317 reviews)
- [Perplexity](https://www.g2.com/products/perplexity/reviews) — 4.5/5 stars (301 reviews)
- [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews)
- [Acquire.com](https://www.g2.com/products/acquire-com/reviews) — 4.9/5 stars (281 reviews)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (275 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [PitchBook](https://www.g2.com/products/pitchbook/reviews) — 4.5/5 stars (252 reviews)

---
## Top Discussions

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

No discussions available for this product.

### Irwin

No discussions available for this product.

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