# Agentforce Financial Services (formerly Salesforce Financial Services Cloud), SmartOffice vs Applied Epic Comparison

| | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Star Rating** | 4.3 out of 5 | 3.7 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 226 | 28 | 1,563 | 
| **Largest Market Segment** | Enterprise (47.5% of reviews) | Small-Business (69.2% of reviews) | Small-Business (71.6% of reviews) | 
| **Entry Level Price** | $325.00 1 user Per Month | $70.00 1 Per User Per Month | No pricing available | 

---
## Top Pros & Cons

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

**Not enough data**

### SmartOffice

**Not enough data**

### Applied Epic

Pros:
- Ease of Use (534 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (173 reviews)
- Complex Process (139 reviews)

---
## Ratings Comparison
| Rating | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
  | **Meets Requirements** | 8.6 (151 reviews) | 8.1 (23 reviews) | 8.6 (1018 reviews) | 
  | **Ease of Use** | 8.0 (174 reviews) | 7.5 (23 reviews) | 8.1 (1409 reviews) | 
  | **Ease of Setup** | 7.8 (113 reviews) | 7.8 (9 reviews) | 7.3 (993 reviews) | 
  | **Ease of Admin** | 8.0 (47 reviews) | 8.7 (9 reviews) | 7.7 (441 reviews) | 
  | **Quality of Support** | 8.4 (144 reviews) | 7.4 (23 reviews) | 8.8 (979 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (50 reviews) | 7.9 (8 reviews) | 8.6 (457 reviews) | 
  | **Product Direction (% positive)** | 8.5 (147 reviews) | 6.7 (21 reviews) | 8.5 (1010 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

### SmartOffice

#### Entry-Level Pricing

Plan: Performance

Price: $70.00 1 Per User Per Month

Description: Single User Performance Package

Key Features:
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management 

[Browse all 3 editions](https://www.g2.com/products/smartoffice/pricing)

#### Free Trial

Yes

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### AI Assistants for Financial Services

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

#### Conversation Intelligence

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Action Items** | Not enough data | Not enough data | Not enough data | 
| **AI Meeting Transcription** | Not enough data | Not enough data | Not enough data | 
| **Sentiment analysis** | Not enough data | Not enough data | Not enough data | 

#### Workflow

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Triggering** | Not enough data | Not enough data | Not enough data | 
| **Email drafting** | Not enough data | Not enough data | Not enough data | 
| **Form Pre-fill** | Not enough data | Not enough data | Not enough data | 
| **CRM Auto-Logging** | Not enough data | Not enough data | Not enough data | 

#### Compliance

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Document verification** | Not enough data | Not enough data | Not enough data | 
| **Language Monitoring** | Not enough data | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | Not enough data | 
| **Access Control** | Not enough data | Not enough data | Not enough data | 
| **Triggering** | Not enough data | Not enough data | Not enough data | 

#### Insights

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Next Best Action** | Not enough data | Not enough data | Not enough data | 
| **Client Interaction Analysis** | Not enough data | Not enough data | Not enough data | 
| **Revenue Opportunity** | Not enough data | Not enough data | Not enough data | 

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **SmartOffice** | N/A | N/A |
| **Applied Epic** | 7.9/10 | 865 |

#### Administration

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Accounting** | Not enough data | Not enough data | 7.5 (715 reviews) | 
| **Contact Management** | Not enough data | Not enough data | 8.5 (785 reviews) | 
| **Commissions** | Not enough data | Not enough data | 8.0 (723 reviews) | 
| **Sales Tools** | Not enough data | Not enough data | 7.1 (650 reviews) | 
| **Reporting & Dashboards** | Not enough data | Not enough data | 7.8 (771 reviews) | 
| **Payment Processing** | Not enough data | Feature Not Available | 7.3 (614 reviews) | 
| **Email Integration** | Not enough data | Not enough data | 8.0 (772 reviews) | 
| **Task Management** | Not enough data | Not enough data | 8.4 (782 reviews) | 

#### Insurance Documentation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Claims Management** | Not enough data | Not enough data | 8.0 (729 reviews) | 
| **Policy Management** | Not enough data | Not enough data | 8.8 (821 reviews) | 
| **Invoicing & Receipts** | Not enough data | Feature Not Available | 8.1 (754 reviews) | 
| **Electronic Signatures** | Not enough data | Not enough data | 7.7 (654 reviews) | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | 8.2/10 | 87 |
| **SmartOffice** | N/A | N/A |
| **Applied Epic** | N/A | N/A |

#### Content

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Automation** | 8.3 (83 reviews) | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Pre-Built Connectors** | 8.1 (81 reviews) | Not enough data | Not enough data | 
| **Dashboard** | 8.6 (81 reviews) | Not enough data | Not enough data | 
| **Cloud** | 8.5 (76 reviews) | Not enough data | Not enough data | 
| **Mobility** | 8.1 (75 reviews) | Not enough data | Not enough data | 
| **Messaging** | 7.9 (75 reviews) | Not enough data | Not enough data | 

#### Platform Reporting and Analytics

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Reporting** | 8.6 (79 reviews) | Not enough data | Not enough data | 
| **Forecasting** | 7.9 (76 reviews) | Not enough data | Not enough data | 

#### Customer Support

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Case Management** | 8.4 (79 reviews) | Feature Not Available | Not enough data | 
| **Customer Support Portal** | 8.4 (77 reviews) | Feature Not Available | Not enough data | 
| **Knowledge Base** | 8.3 (77 reviews) | Not enough data | Not enough data | 
| **Support Analytics** | 8.4 (77 reviews) | Feature Not Available | Not enough data | 

#### Marketing Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Campaign Management** | 8.2 (72 reviews) | Not enough data | Not enough data | 
| **Lead Management** | 8.4 (73 reviews) | Not enough data | Not enough data | 
| **Marketing Analytics** | 8.2 (73 reviews) | Not enough data | Not enough data | 

#### Sales Force Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Pipeline Management** | 8.2 (74 reviews) | Not enough data | Not enough data | 
| **Task Management** | 8.1 (77 reviews) | Not enough data | Not enough data | 
| **Product and Price List Management** | 8.0 (70 reviews) | Not enough data | Not enough data | 
| **Quote and Order Management** | 8.1 (73 reviews) | Not enough data | Not enough data | 
| **Contract Management** | 8.0 (71 reviews) | Not enough data | Not enough data | 

#### Agentic AI - Financial Services CRM

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

---
## Categories

**Unique to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) (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 SmartOffice (2):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm), [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)

**Unique to Applied Epic (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)


---
## Reviewer Demographics

### By Company Size

| Segment | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | SmartOffice | Applied Epic | 
|---|---|---|---|
| **Small-Business** | 20.5% | 69.2% | 71.6% | 
| **Mid-Market** | 32.0% | 26.9% | 23.7% | 
| **Enterprise** | 47.5% | 3.8% | 4.8% | 

### 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%

#### SmartOffice

- **Financial Services:** 50.0%
- **Insurance:** 30.8%
- **Banking:** 7.7%
- **Research:** 3.8%
- **Investment Management:** 3.8%
- **Accounting:** 3.8%

#### Applied Epic

- **Insurance:** 91.7%
- **Accounting:** 3.6%
- **Construction:** 1.1%
- **Financial Services:** 0.7%
- **Information Technology and Services:** 0.3%
- **Automotive:** 0.2%
- **Banking:** 0.2%
- **Commercial Real Estate:** 0.2%
- **Consumer Services:** 0.2%
- **Airlines/Aviation:** 0.1%
- **Other:** 1.6%

---
## 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 (673 reviews)
- [Zocks](https://www.g2.com/products/zocks/reviews) — 4.8/5 stars (335 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 (31 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [Affinity](https://www.g2.com/products/affinity/reviews) — 4.4/5 stars (72 reviews)

### Alternatives to SmartOffice

- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (935 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (563 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (699 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (935 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (699 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (563 reviews)
- [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews)
- [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (102 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews)

---
## Top Discussions

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

No discussions available for this product.

### SmartOffice

No discussions available for this product.

### Applied Epic

- Title: [Accounting - Does your agency reconcile direct bill commission statements?](https://www.g2.com/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) — 4 comments, 1 upvote
  > **Top comment:** "We changed to recording direct bill rather than reconciling about two years ago.  It has been much more efficient for our accounting department.  We have set..."
- Title: [Is there a way to add taxes and fees so that it carries over into the invoicing section?](https://www.g2.com/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) — 3 comments, 1 upvote
  > **Top comment:** "Taxes and fees are processed as transactions to a policy.  You can add custom transactions in Configure>Accounting>Transaction Codes."
- Title: [What is the best way to implement Best Practices for reports on renewal and new business retention?](https://www.g2.com/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) — 2 comments, 1 upvote
  > **Top comment:** "If you forward to me your email address I can send to you the Criteria that I use for both."
- Title: [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) — 1 comment
  > **Top comment:** "Applied epic is software is an agency management system that insurance agencies and brokers use to keep track and store policy information for customers who..."
- Title: [What is the best way to implement Best Practices?](https://www.g2.com/discussions/25557-what-is-the-best-way-to-implement-best-practices) — 1 comment, 1 upvote
  > **Top comment:** "We use line status to track new business.   You probably have a specific line status you use for new business right?   This status is available in the..."

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