Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Applied Epic 
At a Glance
Market Segments
Enterprise (47.7% of reviews)
Small-Business (71.6% of reviews)
Entry-Level Pricing
$325.00 1 user Per Month
No pricing available
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 plansApplied Epic
Star Rating
(1,557)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 EpicAgentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Applied Epic
When assessing the two solutions, reviewers found Applied Epic easier to use. However, reviewers preferred the ease of set up for Agentforce Financial Services (formerly Salesforce Financial Services Cloud) along with administration. Reviewers agreed that both vendors make it equally easy to do business overall.
- Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Applied Epic 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 Agentforce Financial Services (formerly Salesforce Financial Services Cloud).
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
Applied Epic
No pricing availableFree Trial
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Free Trial is available
Applied Epic
No trial information availableRatings
Meets Requirements
8.6
149
8.6
1,014
Ease of Use
8.0
172
8.1
1,403
Ease of Setup
7.8
111
7.3
988
Ease of Admin
8.0
46
7.7
441
Quality of Support
8.4
142
8.8
976
Has the product been a good partner in doing business?
8.6
49
8.6
457
Product Direction (% positive)
8.5
146
8.6
1,006
Features by Category
Administration
Not enough data
7.5
712
Not enough data
8.4
783
Not enough data
8.0
721
Not enough data
7.1
649
Not enough data
7.8
769
Not enough data
7.3
613
Not enough data
8.0
768
Not enough data
8.4
780
Insurance Documentation
Not enough data
8.0
728
Not enough data
8.9
816
Not enough data
8.1
752
Not enough data
7.7
654
Content
8.3
81
Not enough data
Platform Additional Functionality
8.1
79
Not enough data
8.6
81
Not enough data
8.5
76
Not enough data
8.1
75
Not enough data
7.9
75
Not enough data
Platform Reporting and Analytics
8.6
79
Not enough data
7.9
76
Not enough data
Customer Support
8.4
77
Not enough data
8.4
77
Not enough data
8.3
76
Not enough data
8.4
77
Not enough data
Marketing Automation
8.2
72
Not enough data
8.4
73
Not enough data
8.2
72
Not enough data
Sales Force Automation
8.2
74
Not enough data
8.1
76
Not enough data
8.0
70
Not enough data
8.1
73
Not enough data
8.0
71
Not enough data
Agentic AI - Financial Services CRM
7.9
64
Not enough data
Categories
Categories
Shared Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Applied Epic share no categories
Unique Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) is categorized as Financial Services CRM
Applied Epic is categorized as Insurance Agency Management Systems
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.)
Applied Epic
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%
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Discussions
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no discussions with answers
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
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