# Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs DealCloud 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 DealCloud. Users appreciate features like the **Person Account management** and the streamlined access to client information, which enhances their workflow and productivity.
- **According to verified reviews** , Salesforce Financial Services Cloud has a much larger volume of recent feedback, indicating a more active user base. This suggests that users are consistently finding value in the platform, with many highlighting the effectiveness of **Action Plans and workflow templates** for automating regulated processes.
- **Users say** that DealCloud offers an intuitive user interface, making it easier to manage networks of contacts. This is particularly beneficial for small businesses, as noted by reviewers who appreciate the platform's ability to keep track of **active deals and fast-moving processes**.
- **Reviewers mention** that while both platforms have similar ease of use ratings, Salesforce Financial Services Cloud provides a more comprehensive set of features, such as **visual relationship maps** and householding, which enhance client relationship management.
- **Users highlight** the quality of support from DealCloud, noting that their support team is responsive and willing to make adjustments as needs change. This level of customer service is a strong point for DealCloud, especially for users who require ongoing assistance.
- **According to recent feedback** , Salesforce Financial Services Cloud's advanced features, like **reporting and forecasting tools** , are praised for their effectiveness in helping users make informed decisions, while DealCloud's capabilities in these areas are seen as less robust, indicating a potential gap for users focused on analytics.



| | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 226 | 31 | 
| **Largest Market Segment** | Enterprise (47.5% of reviews) | Small-Business (69.2% of reviews) | 
| **Entry Level Price** | $325.00 1 user Per Month | No pricing available | 


---
## Ratings Comparison
| Rating | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
  | **Meets Requirements** | 8.6 (151 reviews) | 9.0 (21 reviews) | 
  | **Ease of Use** | 8.0 (174 reviews) | 8.0 (22 reviews) | 
  | **Ease of Setup** | 7.8 (113 reviews) | 7.5 (12 reviews) | 
  | **Ease of Admin** | 8.0 (47 reviews) | 8.3 (5 reviews) | 
  | **Quality of Support** | 8.4 (144 reviews) | 9.4 (21 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (50 reviews) | 8.7 (5 reviews) | 
  | **Product Direction (% positive)** | 8.5 (147 reviews) | 9.4 (21 reviews) | 

---
## Pricing

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

#### Entry-Level Pricing

Plan: Financial Services Cloud 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 3 editions](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing)

#### Free Trial

Yes

### DealCloud

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Venture Capital Management

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

#### Investment Management

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Investment Portfolio Management** | Not enough data | Not enough data | 
| **Investment Analytics** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Cap Table Management** | Not enough data | Feature Not Available | 

#### Fund Management

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Deal Flow Management** | Not enough data | Not enough data | 
| **Limited Partner Management** | Not enough data | Not enough data | 
| **Fund Administration** | Not enough data | Feature Not Available | 

#### Agentic AI - Venture Capital Management

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Feature Not Available | 
| **Decision Making** | Not enough data | Not enough data | 

### Deal Sourcing

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **DealCloud** | 6.1/10 | 5 |

#### Deal Identification - Deal Sourcing

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Market Mapping** | Not enough data | 4.7 (5 reviews) | 
| **Advanced Filters** | Not enough data | 7.0 (5 reviews) | 
| **AI-Powered Search ** | Not enough data | 5.3 (5 reviews) | 
| **Multi-Source Tracking** | Not enough data | 5.7 (5 reviews) | 

#### Market Intelligence - Deal Sourcing

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Automated Data Enrichment** | Not enough data | Not enough data | 
| **Real Time Alerts** | Not enough data | 6.3 (5 reviews) | 
| **Investment Trend Analysis** | Not enough data | 5.3 (5 reviews) | 
| **Competitive Benchmarking** | Not enough data | 5.3 (5 reviews) | 
| **Performance Metrics** | Not enough data | 5.3 (5 reviews) | 

#### Workflow & Customization - Deal Sourcing

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Secure Document Sharing** | Not enough data | 6.3 (5 reviews) | 
| **Third Party Integrations** | Not enough data | 6.3 (5 reviews) | 
| **Customizable Dashboards** | Not enough data | 7.7 (5 reviews) | 
| **Pipeline Management** | Not enough data | 8.0 (5 reviews) | 

### AI Assistants for Financial Services

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

#### Conversation Intelligence

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **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) | DealCloud | 
|---|---|---|
| **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) | DealCloud | 
|---|---|---|
| **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) | DealCloud | 
|---|---|---|
| **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 |
| **DealCloud** | 7.7/10 | 15 |

#### Content

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Automation** | 8.3 (83 reviews) | 7.3 (14 reviews) | 

#### Platform Additional Functionality

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Pre-Built Connectors** | 8.1 (81 reviews) | 6.9 (14 reviews) | 
| **Dashboard** | 8.6 (81 reviews) | 8.3 (14 reviews) | 
| **Cloud** | 8.5 (76 reviews) | 8.3 (13 reviews) | 
| **Mobility** | 8.1 (75 reviews) | 7.3 (13 reviews) | 
| **Messaging** | 7.9 (75 reviews) | 6.2 (13 reviews) | 

#### Platform Reporting and Analytics

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Reporting** | 8.6 (79 reviews) | 8.5 (13 reviews) | 
| **Forecasting** | 7.9 (76 reviews) | 6.5 (13 reviews) | 

#### Customer Support

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Case Management** | 8.4 (79 reviews) | 9.0 (13 reviews) | 
| **Customer Support Portal** | 8.4 (77 reviews) | 9.0 (13 reviews) | 
| **Knowledge Base** | 8.3 (77 reviews) | 8.5 (13 reviews) | 
| **Support Analytics** | 8.4 (77 reviews) | Feature Not Available | 

#### Marketing Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Campaign Management** | 8.2 (72 reviews) | 7.9 (13 reviews) | 
| **Lead Management** | 8.4 (73 reviews) | 8.2 (12 reviews) | 
| **Marketing Analytics** | 8.2 (73 reviews) | 7.3 (13 reviews) | 

#### Sales Force Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Pipeline Management** | 8.2 (74 reviews) | 8.5 (13 reviews) | 
| **Task Management** | 8.1 (77 reviews) | 8.1 (12 reviews) | 
| **Product and Price List Management** | 8.0 (70 reviews) | 7.1 (12 reviews) | 
| **Quote and Order Management** | 8.1 (73 reviews) | 7.2 (12 reviews) | 
| **Contract Management** | 8.0 (71 reviews) | Feature Not Available | 

#### Agentic AI - Financial Services CRM

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Decision Making** | 8.0 (65 reviews) | 6.0 (7 reviews) | 

---
## Categories
**Shared Categories (2):** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services), [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)


**Unique to DealCloud (2):** [Deal Sourcing](https://www.g2.com/categories/deal-sourcing), [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | DealCloud | 
|---|---|---|
| **Small-Business** | 20.5% | 69.2% | 
| **Mid-Market** | 32.0% | 23.1% | 
| **Enterprise** | 47.5% | 7.7% | 

### 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%

#### DealCloud

- **Venture Capital & Private Equity:** 26.9%
- **Financial Services:** 19.2%
- **Information Technology and Services:** 11.5%
- **Investment Banking:** 7.7%
- **Real Estate:** 3.8%
- **Investment Management:** 3.8%
- **Food & Beverages:** 3.8%
- **Facilities Services:** 3.8%
- **Consumer Services:** 3.8%
- **Construction:** 3.8%
- **Other:** 11.5%

---
## 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)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (76 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (674 reviews)
- [Zocks](https://www.g2.com/products/zocks/reviews) — 4.8/5 stars (314 reviews)
- [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) — 4.0/5 stars (26 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)
- [Affinity](https://www.g2.com/products/affinity/reviews) — 4.4/5 stars (72 reviews)

### Alternatives to DealCloud

- [Affinity](https://www.g2.com/products/affinity/reviews) — 4.4/5 stars (72 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (674 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (310 reviews)
- [Zocks](https://www.g2.com/products/zocks/reviews) — 4.8/5 stars (314 reviews)
- [Acquire.com](https://www.g2.com/products/acquire-com/reviews) — 4.9/5 stars (281 reviews)
- [PitchBook](https://www.g2.com/products/pitchbook/reviews) — 4.5/5 stars (230 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Juniper Square](https://www.g2.com/products/juniper-square/reviews) — 4.7/5 stars (106 reviews)

---
## Top Discussions

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

No discussions available for this product.

### DealCloud

No discussions available for this product.

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