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Compare Equisoft/connect and Salesforce Financial Services Cloud 
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At a Glance
Market Segments
Small-Business (95.5% of reviews)
Enterprise (48.4% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
$325.00 1 user Per Month
Equisoft/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/connectSalesforce Financial Services Cloud
Star Rating
(213)4.3 out of 5
Market Segments
Enterprise (48.4% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Salesforce Financial Services Cloud excels in its Pipeline Management with a score of 8.1, allowing for effective tracking of sales processes, while Equisoft/connect's score of 7.2 indicates it may not provide the same level of detail and functionality in this area.
- Reviewers mention that Equisoft/connect shines in Customer Support, achieving a high score of 9.5 for Quality of Support, compared to Salesforce's 8.1, suggesting that users may find Equisoft/connect more responsive and helpful when issues arise.
- G2 users highlight Salesforce's robust Reporting capabilities with a score of 8.1, which allows for comprehensive data analysis, whereas Equisoft/connect does not have a specific score listed, indicating potential limitations in this area.
- Users on G2 report that Equisoft/connect offers superior Marketing Automation features, particularly in Lead Management with a score of 8.6, which may provide users with better tools for nurturing prospects compared to Salesforce's 8.6 in the same category.
- Reviewers say that Salesforce Financial Services Cloud's Dashboard functionality, rated at 8.9, provides a more intuitive and visually appealing interface for tracking key metrics, while Equisoft/connect's dashboard capabilities may not be as user-friendly.
- Users report that Salesforce's Automation features, with a score of 8.1, are effective for streamlining workflows, but Equisoft/connect's overall automation capabilities are not as highly rated, indicating a potential gap in efficiency for users relying on automated processes.
Pricing
Entry-Level Pricing
Equisoft/connect
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
Equisoft/connect
No trial information availableSalesforce Financial Services Cloud
Free Trial is available
Ratings
Meets Requirements
9.3
10
8.6
142
Ease of Use
9.0
10
8.0
165
Ease of Setup
Not enough data
7.8
104
Ease of Admin
Not enough data
8.0
44
Quality of Support
9.5
10
8.4
135
Has the product been a good partner in doing business?
Not enough data
8.6
47
Product Direction (% positive)
8.7
9
8.4
139
Features by Category
Content
Not enough data
8.2
75
Platform Additional Functionality
Not enough data
8.1
76
Not enough data
8.6
76
Not enough data
8.5
75
Not enough data
8.1
75
Not enough data
7.9
74
Platform Reporting and Analytics
Not enough data
8.5
76
Not enough data
7.8
74
Customer Support
Not enough data
8.4
75
Not enough data
8.4
76
Not enough data
8.3
75
Not enough data
8.4
75
Marketing Automation
Not enough data
8.2
71
Not enough data
8.4
72
Not enough data
8.2
72
Sales Force Automation
Not enough data
8.2
73
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
Equisoft/connect and Salesforce Financial Services Cloud are categorized as Financial Services CRM
Unique Categories
Equisoft/connect has no unique categories
Salesforce Financial Services Cloud has no unique categories
Reviews
Reviewers' Company Size
Equisoft/connect
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
Financial Services
86.4%
Insurance
9.1%
Information Technology and Services
4.5%
‐
‐
Other
0.0%
Financial Services
45.8%
Banking
11.1%
Information Technology and Services
5.8%
Accounting
4.7%
Insurance
3.2%
Other
29.5%
Alternatives
Discussions
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
Salesforce Financial Services Cloud has no discussions with answers
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