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Compare Applied Epic and Salesforce Financial Services Cloud 
Featured Products
At a Glance
Market Segments
Small-Business (71.6% of reviews)
Enterprise (47.2% of reviews)
Entry-Level Pricing
No pricing available
$325.00 1 user Per Month
Applied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicSalesforce Financial Services Cloud
Star Rating
(221)4.3 out of 5
Market Segments
Enterprise (47.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansApplied Epic vs Salesforce Financial Services Cloud
When assessing the two solutions, reviewers found Applied Epic easier to use. However, reviewers preferred the ease of set up for Salesforce Financial Services Cloud along with administration. Reviewers agreed that both vendors make it equally easy to do business overall.
- Applied Epic and Salesforce Financial Services Cloud both meet the requirements of our reviewers at a comparable rate.
- When comparing quality of ongoing product support, reviewers felt that Applied Epic is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Applied Epic over Salesforce Financial Services Cloud.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableSalesforce 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
Applied Epic
No trial information availableSalesforce Financial Services Cloud
Free Trial is available
Ratings
Meets Requirements
8.6
1,013
8.6
147
Ease of Use
8.1
1,402
8.0
170
Ease of Setup
7.3
987
7.8
109
Ease of Admin
7.7
441
8.0
45
Quality of Support
8.8
975
8.4
140
Has the product been a good partner in doing business?
8.6
457
8.6
48
Product Direction (% positive)
8.6
1,005
8.5
144
Features by Category
Administration
7.5
710
Not enough data
8.4
783
Not enough data
8.0
720
Not enough data
7.1
649
Not enough data
7.8
768
Not enough data
7.3
612
Not enough data
8.0
767
Not enough data
8.4
779
Not enough data
Insurance Documentation
8.0
727
Not enough data
8.9
814
Not enough data
8.1
751
Not enough data
7.7
654
Not enough data
Content
Not enough data
8.3
80
Platform Additional Functionality
Not enough data
8.1
79
Not enough data
8.6
79
Not enough data
8.5
76
Not enough data
8.1
75
Not enough data
7.9
75
Platform Reporting and Analytics
Not enough data
8.5
78
Not enough data
7.9
76
Customer Support
Not enough data
8.4
76
Not enough data
8.4
77
Not enough data
8.3
76
Not enough data
8.3
76
Marketing Automation
Not enough data
8.2
72
Not enough data
8.4
73
Not enough data
8.2
72
Sales Force Automation
Not enough data
8.2
74
Not enough data
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
Applied Epic and Salesforce Financial Services Cloud share no categories
Unique Categories
Applied Epic is categorized as Insurance Agency Management Systems
Salesforce Financial Services Cloud is categorized as Financial Services CRM
Reviews
Reviewers' Company Size
Applied Epic
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
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Financial Services
45.1%
Banking
10.8%
Information Technology and Services
5.6%
Accounting
5.1%
Marketing and Advertising
3.1%
Other
30.3%
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
MP
yesRead more
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 Comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 Comments
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
Salesforce Financial Services Cloud has no discussions with answers
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