Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Creatio Financial Services 
Featured Products
At a Glance
Market Segments
Enterprise (47.7% of reviews)
Mid-Market (40.0% of reviews)
Pros & Cons
Not enough data
Not enough data
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 plansCreatio Financial Services
Star Rating
(10)4.8 out of 5
Market Segments
Mid-Market (40.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Creatio Financial ServicesSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Salesforce Financial Services Cloud excels in overall user satisfaction, boasting a high G2 Score of 99.01. Users appreciate features like the Person Account management and the organized financial fields, which enhance their ability to track client progress effectively.
- Users say that Creatio Financial Services shines in its ease of use, with a notable score of 4.8 stars. Reviewers highlight its capability to efficiently manage workflows, making it easy to understand and quick to consult, which is particularly beneficial for finance teams.
- According to verified reviews, Salesforce Financial Services Cloud has a robust feature set that includes Action Plans and workflow templates, allowing for automation of repeatable processes. This is a significant advantage for users looking to streamline their operations.
- Reviewers mention that while Salesforce offers a comprehensive platform, it faces challenges in ease of setup, scoring lower than Creatio. Users have noted that the implementation process can be complex, which may require additional time and resources.
- G2 reviewers highlight that Creatio Financial Services provides a strong focus on customization, allowing users to create new business functions tailored to their needs. This flexibility is a key selling point for organizations looking for a more personalized solution.
- Users report that Salesforce Financial Services Cloud has a wealth of features, but some users desire more mobile-specific functionalities to enhance usability on the go. In contrast, Creatio's mobile capabilities are praised for their effectiveness, making it a strong contender for users who prioritize mobility.
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
Creatio Financial Services
No pricing availableFree Trial
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Free Trial is available
Creatio Financial Services
Free Trial is available
Ratings
Meets Requirements
8.6
149
8.8
8
Ease of Use
8.0
172
9.0
8
Ease of Setup
7.8
111
8.7
5
Ease of Admin
8.0
46
Not enough data
Quality of Support
8.4
142
9.0
8
Has the product been a good partner in doing business?
8.6
49
Not enough data
Product Direction (% positive)
8.5
146
10.0
8
Features by Category
Content
8.3
81
10.0
7
Platform Additional Functionality
8.1
79
9.8
7
8.6
81
10.0
7
8.5
76
9.8
7
8.1
75
9.7
6
7.9
75
9.8
7
Platform Reporting and Analytics
8.6
79
10.0
7
7.9
76
9.3
7
Customer Support
8.4
77
9.8
7
8.4
77
9.5
7
8.3
76
8.6
7
8.4
77
9.5
7
Marketing Automation
8.2
72
9.8
7
8.4
73
9.8
7
8.2
72
9.8
7
Sales Force Automation
8.2
74
8.8
7
8.1
76
9.5
7
8.0
70
9.5
7
8.1
73
9.5
7
8.0
71
9.5
7
Agentic AI - Financial Services CRM
7.9
64
Not enough data
Categories
Categories
Shared Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Creatio Financial Services are categorized as Financial Services CRM
Unique Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no unique categories
Creatio Financial Services 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.)
Creatio Financial Services
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%
Banking
60.0%
Computer Software
20.0%
Investment Banking
10.0%
Higher Education
10.0%
‐
Other
0.0%
Alternatives
Discussions
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no discussions with answers
Creatio Financial Services has no discussions with answers
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