# Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Total Expert 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 Total Expert. 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 Total Expert shines in its marketing capabilities, particularly in connecting marketing and CRM functions. Reviewers highlight how the platform consolidates customer data for **easy engagement** and allows for the creation of personalized campaigns, making it a valuable tool for marketing teams.
- **According to verified reviews** , Salesforce Financial Services Cloud offers robust automation features, such as **Action Plans** and workflow templates, which help users automate repeatable processes. This capability is particularly beneficial for those in regulated industries, enhancing compliance and efficiency.
- **Reviewers mention** that while Total Expert has a user-friendly interface and easy initial setup, it may not provide the same depth of features as Salesforce Financial Services Cloud. Users appreciate the simplicity of navigating through options, but some feel that the platform could benefit from more advanced functionalities.
- **Users highlight** that Salesforce Financial Services Cloud provides excellent support, with a high quality of assistance reported by users. Features like **visual relationship maps** and comprehensive dashboards are noted for helping users manage their client relationships effectively.
- **G2 reviewers indicate** that while Total Expert has a strong focus on lending and contact management, it faces challenges in areas like reporting and forecasting compared to Salesforce Financial Services Cloud. Users have expressed a desire for more robust analytics tools to better inform their marketing strategies.



| | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 225 | 150 | 
| **Largest Market Segment** | Enterprise (47.5% of reviews) | Mid-Market (71.4% of reviews) | 
| **Entry Level Price** | $325.00 1 user Per Month | No pricing available | 

---
## Top Pros & Cons

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

**Not enough data**

### Total Expert

Pros:
- Ease of Use (9 reviews)
- Integrations (7 reviews)

Cons:
- Not Intuitive (5 reviews)
- Learning Curve (3 reviews)

---
## Ratings Comparison
| Rating | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
  | **Meets Requirements** | 8.6 (151 reviews) | 8.4 (129 reviews) | 
  | **Ease of Use** | 8.0 (174 reviews) | 8.3 (127 reviews) | 
  | **Ease of Setup** | 7.8 (113 reviews) | 7.6 (98 reviews) | 
  | **Ease of Admin** | 8.0 (47 reviews) | 8.4 (100 reviews) | 
  | **Quality of Support** | 8.4 (144 reviews) | 8.5 (126 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (50 reviews) | 8.9 (103 reviews) | 
  | **Product Direction (% positive)** | 8.5 (147 reviews) | 9.4 (109 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

### Total Expert

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Marketing Automation

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Total Expert** | 7.5/10 | 90 |

#### Email Marketing

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Building and Personalizing Emails** | Not enough data | 7.8 (77 reviews) ✓ Verified | 
| **Sending Outbound Emails** | Not enough data | 8.4 (72 reviews) ✓ Verified | 
| **Manage Email Deliverability** | Not enough data | 8.0 (74 reviews) ✓ Verified | 
| **Automated Email Responses** | Not enough data | 8.0 (70 reviews) ✓ Verified | 

#### Online Marketing

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Landing Pages and Forms** | Not enough data | 7.2 (64 reviews) ✓ Verified | 
| **Dynamic Content** | Not enough data | 7.7 (69 reviews) ✓ Verified | 
| **A/B Testing** | Not enough data | 7.0 (58 reviews) ✓ Verified | 
| **Mobile Optimized** | Not enough data | 7.2 (63 reviews) ✓ Verified | 
| **Search Tracking and Optimization** | Not enough data | 6.8 (49 reviews) | 

#### Lead Management

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Marketing Lead Database** | Not enough data | 8.3 (65 reviews) ✓ Verified | 
| **Data Quality Management** | Not enough data | 7.5 (63 reviews) ✓ Verified | 
| **Segmentation** | Not enough data | 8.2 (59 reviews) ✓ Verified | 
| **Lead Scoring and Grading** | Not enough data | 7.3 (53 reviews) ✓ Verified | 
| **Lead Nurturing** | Not enough data | 8.5 (62 reviews) ✓ Verified | 
| **Online Behavior Tracking** | Not enough data | 7.3 (49 reviews) | 
| **Automated Alerts and Tasks** | Not enough data | 8.6 (61 reviews) ✓ Verified | 
| **CRM Lead Integration** | Not enough data | 8.4 (60 reviews) ✓ Verified | 

#### Campaign Management

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Program Management** | Not enough data | 8.0 (59 reviews) ✓ Verified | 
| **Event / Webinar Marketing** | Not enough data | 7.6 (55 reviews) ✓ Verified | 
| **Calendaring** | Not enough data | 7.0 (47 reviews) ✓ Verified | 
| **Budgeting** | Not enough data | 6.8 (45 reviews) | 

#### Social

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Social Listening** | Not enough data | 6.1 (46 reviews) | 
| **Social Sharing** | Not enough data | 7.3 (62 reviews) ✓ Verified | 
| **Social Campaigns** | Not enough data | 7.2 (51 reviews) ✓ Verified | 
| **Social Media Engagement** | Not enough data | 6.9 (52 reviews) | 
| **Social Media Advertising** | Not enough data | 6.1 (45 reviews) | 

#### Reporting & Analytics

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Basic Reporting** | Not enough data | 7.6 (70 reviews) ✓ Verified | 
| **Web Analytics** | Not enough data | 6.5 (55 reviews) ✓ Verified | 
| **ROI Analytics** | Not enough data | 6.9 (51 reviews) ✓ Verified | 
| **Revenue Analytics** | Not enough data | 6.9 (48 reviews) ✓ Verified | 
| **SEO / Keyword Analytics** | Not enough data | 6.1 (47 reviews) | 

#### Platform

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Customization ** | Not enough data | 7.6 (66 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.3 (61 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.3 (67 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | 7.2 (48 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | Not enough data | 6.8 (50 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 7.9 (65 reviews) ✓ Verified | 
| **Output Document Generation** | Not enough data | 7.5 (53 reviews) ✓ Verified | 

#### Agentic AI - Marketing Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Integration

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 8.1 (66 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | 7.5 (65 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | Not enough data | 7.8 (57 reviews) ✓ Verified | 

### Mortgage CRM

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Total Expert** | 7.1/10 | 72 |

#### Loan Services

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **LOS Integration - Mortage CRM** | Not enough data | 8.4 (62 reviews) | 
| **Alerts - Mortgage CRM** | Not enough data | 8.2 (58 reviews) | 
| **Lender Relationship - Mortgage CRM** | Not enough data | 8.1 (58 reviews) | 
| **Compliance - Mortgage CRM** | Not enough data | 7.9 (56 reviews) | 

#### Client Management

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Contact Management - Mortgage CRM** | Not enough data | 8.4 (60 reviews) | 
| **Real Estate CRM - Mortgage CRM** | Not enough data | 8.2 (58 reviews) | 
| **Email Marketing Automation - Mortgage CRM** | Not enough data | 8.6 (64 reviews) | 

#### Agentic AI - Mortgage CRM

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 5.3 (10 reviews) | 
| **Multi-step Planning** | Not enough data | 5.7 (10 reviews) | 
| **Cross-system Integration** | Not enough data | 5.8 (10 reviews) | 
| **Adaptive Learning** | Not enough data | 5.9 (9 reviews) | 
| **Proactive Assistance** | Not enough data | 5.7 (10 reviews) | 
| **Decision Making** | Not enough data | 6.0 (10 reviews) | 

### AI Assistants for Financial Services

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

#### Conversation Intelligence

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **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) | Total Expert | 
|---|---|---|
| **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) | Total Expert | 
|---|---|---|
| **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) | Total Expert | 
|---|---|---|
| **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 |
| **Total Expert** | 7.5/10 | 30 |

#### Content

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Automation** | 8.3 (83 reviews) | 8.2 (29 reviews) | 

#### Platform Additional Functionality

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Pre-Built Connectors** | 8.1 (81 reviews) | 7.1 (22 reviews) | 
| **Dashboard** | 8.6 (81 reviews) | 7.6 (29 reviews) | 
| **Cloud** | 8.5 (76 reviews) | 7.9 (22 reviews) | 
| **Mobility** | 8.1 (75 reviews) | 6.7 (25 reviews) | 
| **Messaging** | 7.9 (75 reviews) | 7.7 (23 reviews) | 

#### Platform Reporting and Analytics

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Reporting** | 8.6 (79 reviews) | 6.5 (28 reviews) | 
| **Forecasting** | 7.9 (76 reviews) | 6.5 (20 reviews) | 

#### Customer Support

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Case Management** | 8.4 (79 reviews) | Feature Not Available | 
| **Customer Support Portal** | 8.4 (77 reviews) | 7.6 (26 reviews) | 
| **Knowledge Base** | 8.3 (77 reviews) | 8.1 (25 reviews) | 
| **Support Analytics** | 8.4 (77 reviews) | 7.3 (24 reviews) | 

#### Marketing Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Campaign Management** | 8.2 (72 reviews) | 8.1 (28 reviews) | 
| **Lead Management** | 8.4 (73 reviews) | 7.8 (27 reviews) | 
| **Marketing Analytics** | 8.2 (73 reviews) | 7.5 (29 reviews) | 

#### Sales Force Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Pipeline Management** | 8.2 (74 reviews) | 7.4 (22 reviews) | 
| **Task Management** | 8.1 (77 reviews) | 8.0 (23 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) | Total Expert | 
|---|---|---|
| **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 Total Expert (2):** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm), [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)


---
## Reviewer Demographics

### By Company Size

| Segment | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | 
|---|---|---|
| **Small-Business** | 20.5% | 9.5% | 
| **Mid-Market** | 32.0% | 71.4% | 
| **Enterprise** | 47.5% | 19.0% | 

### 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%

#### Total Expert

- **Financial Services:** 64.6%
- **Banking:** 14.3%
- **Real Estate:** 9.5%
- **Marketing and Advertising:** 5.4%
- **Wine and Spirits:** 0.7%
- **Primary/Secondary Education:** 0.7%
- **Internet:** 0.7%
- **Information Technology and Services:** 0.7%
- **Human Resources:** 0.7%
- **Hospital & Health Care:** 0.7%
- **Other:** 2.0%

---
## 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)
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### Alternatives to Total Expert

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- [Oracle Eloqua](https://www.g2.com/products/oracle-eloqua/reviews) — 3.9/5 stars (626 reviews)
- [Ortto](https://www.g2.com/products/ortto/reviews) — 4.4/5 stars (622 reviews)

---
## Top Discussions

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

No discussions available for this product.

### Total Expert

- Title: [Is total expert free?](https://www.g2.com/discussions/is-total-expert-free) — 1 comment
  > **Top comment:** "No"

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