Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Redtail Technology 
At a Glance
Market Segments
Enterprise (47.7% of reviews)
Small-Business (92.0% of reviews)
Entry-Level Pricing
$325.00 1 user Per Month
Contact Us
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Star Rating
(223)4.3 out of 5
Market Segments
Enterprise (47.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansRedtail Technology
Star Rating
(266)4.4 out of 5
Market Segments
Small-Business (92.0% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Redtail Technology excels in ease of use, with many users appreciating its simple interface for accessing client information and creating reports. One user noted, "I enjoy using Redtail Technology as a CRM solution, especially for taking meeting notes and managing KYC information."
- Users say Salesforce Financial Services Cloud shines in its industry-specific features, particularly for managing complex financial relationships. Reviewers highlight its ability to model households and accounts effectively, stating, "What I like best about Salesforce Financial Services Cloud is how purpose-built it is for complex financial relationships."
- According to verified reviews, Redtail Technology offers a more affordable entry point for small businesses, making it a popular choice among smaller firms. Users appreciate the value it provides, with one mentioning, "I love Redtail Technology for organizing my business with workflows, notes, and all their incredible features."
- Reviewers mention that Salesforce Financial Services Cloud provides robust analytics capabilities, allowing users to evaluate different scenarios and forecasts. One user remarked, "The analytics feature helps me monitor possible forecasts and relative scenarios when I want to test a variable."
- Users report that Redtail Technology has a strong focus on customer support, with many praising the responsiveness and helpfulness of the support team. A user highlighted, "Curtis and Aubrey make every interaction fun," indicating a positive support experience.
- G2 reviewers note that while Salesforce Financial Services Cloud has a slightly lower ease of setup score, it compensates with its comprehensive features tailored for larger enterprises. However, some users find the initial setup more complex compared to Redtail, which is often described as having a quicker implementation process.
Pricing
Entry-Level Pricing
Agentforce Financial Services (formerly 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
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Free Trial is available
Redtail Technology
Free Trial is available
Ratings
Meets Requirements
8.6
149
8.6
184
Ease of Use
8.0
172
8.7
206
Ease of Setup
7.8
111
8.5
116
Ease of Admin
8.0
46
8.7
62
Quality of Support
8.4
142
8.8
174
Has the product been a good partner in doing business?
8.6
49
9.0
64
Product Direction (% positive)
8.5
146
8.5
185
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
8.3
81
7.2
107
Platform Additional Functionality
8.1
79
7.6
100
8.6
81
8.7
118
8.5
76
7.9
96
8.1
75
7.6
101
7.9
75
6.6
80
Platform Reporting and Analytics
8.6
79
8.0
94
7.9
76
6.9
78
Customer Support
8.4
77
8.4
97
8.4
77
8.0
98
8.3
76
8.1
102
8.4
77
7.9
94
Marketing Automation
8.2
72
7.0
81
8.4
73
7.6
90
8.2
72
6.6
82
Sales Force Automation
8.2
74
6.9
83
8.1
76
8.2
99
8.0
70
6.1
72
8.1
73
5.9
72
8.0
71
6.9
73
Agentic AI - Financial Services CRM
7.9
64
6.5
17
Categories
Categories
Shared Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Redtail Technology are categorized as Financial Services CRM
Unique Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no unique categories
Reviews
Reviewers' Company Size
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
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
44.7%
Banking
10.7%
Accounting
5.6%
Information Technology and Services
5.6%
Computer Software
3.0%
Other
30.5%
Financial Services
86.7%
Investment Management
5.3%
Insurance
2.2%
Accounting
1.8%
Marketing and Advertising
1.3%
Other
2.7%
Discussions
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no discussions with answers
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
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