Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Equisoft/connect 
Featured Products
At a Glance
Market Segments
Enterprise (47.7% of reviews)
Small-Business (95.5% 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 plansEquisoft/connect
Star Rating
(25)4.5 out of 5
Market Segments
Small-Business (95.5% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Equisoft/connectSummary
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 significantly higher G2 Score compared to Equisoft/connect. Users appreciate features like the Person Account management and the streamlined access to client information, which enhances their ability to track progress effectively.
- Users say that Salesforce Financial Services Cloud offers a wealth of automation tools, such as Action Plans and workflow templates, which help in managing repeatable processes. This is particularly beneficial for users in regulated environments, as highlighted by feedback on the platform's Agentforce for Financial Services.
- According to verified reviews, Equisoft/connect shines in its customer support, with users noting that they felt well-supported throughout their implementation process. The platform's training resources are described as numerous and easy to follow, which can be a significant advantage for teams new to such software.
- Reviewers mention that Equisoft/connect provides excellent organization capabilities, allowing users to keep track of all communications with clients securely. This feature helps users maintain a detailed history of interactions, which is crucial for relationship management.
- Users highlight that while Equisoft/connect has a higher ease of use rating, Salesforce Financial Services Cloud is still praised for its intuitive layout and organized financial fields. However, some users express a desire for more mobile-specific features to enhance usability on the go.
- G2 reviewers note that Salesforce Financial Services Cloud has a much larger user base, reflected in its total number of reviews. This suggests a more established presence in the market, which can be reassuring for potential buyers looking for a reliable and widely adopted solution.
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
Equisoft/connect
No pricing availableFree Trial
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Free Trial is available
Equisoft/connect
No trial information availableRatings
Meets Requirements
8.6
149
9.3
10
Ease of Use
8.0
172
9.0
10
Ease of Setup
7.8
111
Not enough data
Ease of Admin
8.0
46
Not enough data
Quality of Support
8.4
142
9.5
10
Has the product been a good partner in doing business?
8.6
49
Not enough data
Product Direction (% positive)
8.5
146
8.7
9
Features by Category
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 Equisoft/connect are categorized as Financial Services CRM
Unique Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no unique categories
Equisoft/connect 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.)
Equisoft/connect
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%
Financial Services
86.4%
Insurance
9.1%
Information Technology and Services
4.5%
‐
‐
Other
0.0%
Alternatives
Discussions
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no discussions with answers
What is Equisoft/connect used for?
1 Comment
CN
I use it for just about everything. Client communications, follow ups, New business tracking, Estate analysis, calendar, emails. This is excellent for...Read more
Equisoft/connect has no more discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
