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Compare Practifi and Salesforce Financial Services Cloud 
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At a Glance
Market Segments
Small-Business (73.3% of reviews)
Enterprise (48.4% of reviews)
Entry-Level Pricing
$120.00 Per Month
$325.00 1 user Per Month
Practifi
Star Rating
(76)4.3 out of 5
Market Segments
Small-Business (73.3% of reviews)
Entry-Level Pricing
$120.00 Per Month
Browse all 2 pricing plansSalesforce Financial Services Cloud
Star Rating
(213)4.3 out of 5
Market Segments
Enterprise (48.4% of reviews)
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 feature, scoring 8.1, which allows for better tracking and management of sales opportunities compared to Practifi's score of 7.7. Reviewers mention that this functionality is crucial for larger enterprises needing robust sales processes.
- Reviewers mention that Practifi shines in Task Management, with a score of 8.7, which is significantly higher than Salesforce's 7.2. Users say that Practifi's intuitive task management tools help small businesses streamline their daily operations effectively.
- G2 users highlight that Salesforce Financial Services Cloud offers superior Quote and Order Management capabilities, scoring 8.5, while Practifi falls short with a score of 5.3. Users report that the comprehensive features in Salesforce make it easier to handle complex orders.
- Users on G2 mention that Salesforce's Customer Support Portal is highly rated at 8.5, providing a wealth of resources and support options, whereas Practifi's portal scored 7.8. Reviewers say that this difference is significant for enterprises that require extensive support.
- Reviewers say that Salesforce Financial Services Cloud's Forecasting feature, with a score of 7.4, is more reliable than Practifi's low score of 5.9. Users report that accurate forecasting is essential for financial services, making this a critical area for evaluation.
- Users report that Salesforce's Pre-Built Connectors score of 8.5 is a standout feature, allowing for seamless integration with other tools, while Practifi's score of 7.3 indicates less flexibility. Reviewers mention that this integration capability is vital for enterprises looking to enhance their tech stack.
Pricing
Entry-Level Pricing
Practifi
Additional User Subscription
$120.00
Per Month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training
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
Free Trial
Practifi
No trial information availableSalesforce Financial Services Cloud
Free Trial is available
Ratings
Meets Requirements
8.5
66
8.6
142
Ease of Use
8.0
67
8.0
165
Ease of Setup
6.5
53
7.8
104
Ease of Admin
7.0
51
8.0
44
Quality of Support
8.3
65
8.4
135
Has the product been a good partner in doing business?
8.5
51
8.6
47
Product Direction (% positive)
8.4
66
8.4
139
Features by Category
Content
7.7
59
8.2
75
Platform Additional Functionality
7.2
55
8.1
76
8.4
60
8.6
76
8.8
55
8.5
75
6.9
51
8.1
75
7.3
51
7.9
74
Platform Reporting and Analytics
7.9
58
8.5
76
6.0
48
7.8
74
Customer Support
8.1
52
8.4
75
8.0
53
8.4
76
7.2
56
8.3
75
7.1
49
8.4
75
Marketing Automation
5.9
40
8.2
71
6.8
45
8.4
72
5.8
44
8.2
72
Sales Force Automation
7.6
54
8.2
73
8.7
60
8.1
75
6.1
41
8.0
70
5.5
36
8.1
73
5.9
36
8.0
71
Agentic AI - Financial Services CRM
Not enough data
7.9
64
Categories
Categories
Shared Categories
Practifi and Salesforce Financial Services Cloud are categorized as Financial Services CRM
Unique Categories
Practifi has no unique categories
Salesforce Financial Services Cloud has no unique categories
Reviews
Reviewers' Company Size
Practifi
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
88.0%
Investment Management
9.3%
Insurance
1.3%
Information Technology and Services
1.3%
‐
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
Is Practifi owned by Salesforce?
1 Comment
Official Response from Practifi
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...Read more
How much does Practifi cost?
1 Comment
Official Response from Practifi
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...Read more
What does Practifi do?
1 Comment
Official Response from Practifi
Practifi is a performance optimization platform that helps wealth management firms turn data into insight, action and excellence at scale.Read more
Salesforce Financial Services Cloud has no discussions with answers
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