# Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Practifi 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 Practifi. Users appreciate features like the **Person Account management** and the streamlined access to client information, which enhances their workflow and efficiency.
- **According to verified reviews** , Salesforce Financial Services Cloud has a robust implementation process, with users highlighting the **Action Plans** and **workflow templates** that facilitate automation of repeatable tasks. In contrast, Practifi's setup process is noted to be less intuitive, which may pose challenges for new users.
- **Users say** that Salesforce Financial Services Cloud offers superior support quality, with a score of 8.4 in this area. Reviewers mention the platform's ability to provide comprehensive resources and assistance, while Practifi, despite having responsive client service, has received slightly lower ratings for support effectiveness.
- **Reviewers mention** that Salesforce Financial Services Cloud provides a wealth of features tailored for enterprise-level needs, such as **visual relationship maps** and advanced reporting capabilities. Practifi, while praised for its user-friendly interface, is more focused on small business needs, which may limit its appeal for larger organizations.
- **Users highlight** the ease of accessing client information in Salesforce Financial Services Cloud, which significantly streamlines record updates and progress tracking. Practifi, on the other hand, is recognized for its customization capabilities, allowing teams to tailor the system to their specific needs, but may not offer the same depth of features for larger datasets.
- **According to recent feedback** , Salesforce Financial Services Cloud's mobility features are appreciated, although users express a desire for more mobile-specific functionalities. Practifi, while offering a solid user experience, has been noted to struggle with mobile usability, which could impact users who rely on mobile access for their daily tasks.



| | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Practifi | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 226 | 77 | 
| **Largest Market Segment** | Enterprise (47.5% of reviews) | Small-Business (73.3% of reviews) | 
| **Entry Level Price** | $325.00 1 user Per Month | $120.00 Per Month | 


---
## Ratings Comparison
| Rating | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Practifi | 
|---|---|---|
  | **Meets Requirements** | 8.6 (151 reviews) | 8.5 (66 reviews) | 
  | **Ease of Use** | 8.0 (174 reviews) | 8.0 (67 reviews) | 
  | **Ease of Setup** | 7.8 (113 reviews) | 6.5 (53 reviews) | 
  | **Ease of Admin** | 8.0 (47 reviews) | 7.0 (51 reviews) | 
  | **Quality of Support** | 8.4 (144 reviews) | 8.3 (65 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (50 reviews) | 8.5 (51 reviews) | 
  | **Product Direction (% positive)** | 8.5 (147 reviews) | 8.4 (66 reviews) | 

---
## Pricing

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

#### Entry-Level Pricing

Plan: Agentforce Financial Services 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 8 editions](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing)

#### Free Trial

Yes

### Practifi

#### Entry-Level Pricing

Plan: Additional User Subscription

Price: $120.00 Per Month

Description: Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.

Key Features:
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training

[Browse all 2 editions](https://www.g2.com/products/practifi/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### AI Assistants for Financial Services

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

#### Conversation Intelligence

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Practifi | 
|---|---|---|
| **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) | Practifi | 
|---|---|---|
| **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) | Practifi | 
|---|---|---|
| **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) | Practifi | 
|---|---|---|
| **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 |
| **Practifi** | 7.1/10 | 64 |

#### Content

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Practifi | 
|---|---|---|
| **Automation** | 8.3 (83 reviews) | 7.7 (59 reviews) | 

#### Platform Additional Functionality

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Practifi | 
|---|---|---|
| **Pre-Built Connectors** | 8.1 (81 reviews) | 7.2 (55 reviews) | 
| **Dashboard** | 8.6 (81 reviews) | 8.4 (60 reviews) | 
| **Cloud** | 8.5 (76 reviews) | 8.8 (55 reviews) | 
| **Mobility** | 8.1 (75 reviews) | 6.9 (51 reviews) | 
| **Messaging** | 7.9 (75 reviews) | 7.3 (51 reviews) | 

#### Platform Reporting and Analytics

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Practifi | 
|---|---|---|
| **Reporting** | 8.6 (79 reviews) | 7.9 (58 reviews) | 
| **Forecasting** | 7.9 (76 reviews) | 6.0 (48 reviews) | 

#### Customer Support

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Practifi | 
|---|---|---|
| **Case Management** | 8.4 (79 reviews) | 8.1 (52 reviews) | 
| **Customer Support Portal** | 8.4 (77 reviews) | 8.0 (53 reviews) | 
| **Knowledge Base** | 8.3 (77 reviews) | 7.2 (56 reviews) | 
| **Support Analytics** | 8.4 (77 reviews) | 7.1 (49 reviews) | 

#### Marketing Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Practifi | 
|---|---|---|
| **Campaign Management** | 8.2 (72 reviews) | 5.9 (40 reviews) | 
| **Lead Management** | 8.4 (73 reviews) | 6.8 (45 reviews) | 
| **Marketing Analytics** | 8.2 (73 reviews) | 5.8 (44 reviews) | 

#### Sales Force Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Practifi | 
|---|---|---|
| **Pipeline Management** | 8.2 (74 reviews) | 7.6 (54 reviews) | 
| **Task Management** | 8.1 (77 reviews) | 8.7 (60 reviews) | 
| **Product and Price List Management** | 8.0 (70 reviews) | 6.1 (41 reviews) | 
| **Quote and Order Management** | 8.1 (73 reviews) | 5.5 (36 reviews) | 
| **Contract Management** | 8.0 (71 reviews) | 5.9 (36 reviews) | 

#### Agentic AI - Financial Services CRM

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Practifi | 
|---|---|---|
| **Decision Making** | 8.0 (65 reviews) | Not enough data | 

---
## 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)




---
## Reviewer Demographics

### By Company Size

| Segment | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Practifi | 
|---|---|---|
| **Small-Business** | 20.5% | 73.3% | 
| **Mid-Market** | 32.0% | 25.3% | 
| **Enterprise** | 47.5% | 1.3% | 

### 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%

#### Practifi

- **Financial Services:** 88.0%
- **Investment Management:** 9.3%
- **Insurance:** 1.3%
- **Information Technology and Services:** 1.3%

---
## 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)
- [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 (673 reviews)
- [Zocks](https://www.g2.com/products/zocks/reviews) — 4.8/5 stars (338 reviews)
- [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) — 4.0/5 stars (26 reviews)
- [DealCloud](https://www.g2.com/products/dealcloud/reviews) — 4.3/5 stars (36 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 Practifi

- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Zocks](https://www.g2.com/products/zocks/reviews) — 4.8/5 stars (338 reviews)
- [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) — 4.0/5 stars (26 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [vcita](https://www.g2.com/products/vcita/reviews) — 4.5/5 stars (81 reviews)
- [Affinity](https://www.g2.com/products/affinity/reviews) — 4.4/5 stars (72 reviews)
- [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews)

---
## Top Discussions

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

No discussions available for this product.

### Practifi

- Title: [How much does Practifi cost?](https://www.g2.com/discussions/how-much-does-practifi-cost) — 1 comment *(includes official response)*
  > **Top comment:** "US product pricing is $1,200 per org per month which includes 10 standard Practifi licenses and everything you need to get started with Practifi. Additional..."
- Title: [Is Practifi owned by Salesforce?](https://www.g2.com/discussions/is-practifi-owned-by-salesforce) — 1 comment *(includes official response)*
  > **Top comment:** "No, Practifi is a private and independently owned entity. Our product leverages the power and capabilities of the Salesforce platform so we view them as a..."
- Title: [What does Practifi do?](https://www.g2.com/discussions/what-does-practifi-do) — 1 comment *(includes official response)*
  > **Top comment:** "Practifi is a performance optimization platform that helps wealth management firms turn data into insight, action and excellence at scale."

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