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Compare Salesforce Financial Services Cloud and Wealthbox CRM 
At a Glance
Market Segments
Enterprise (47.2% of reviews)
Small-Business (94.3% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
$59.00 Per Month
Salesforce Financial Services Cloud
Star Rating
(221)4.3 out of 5
Market Segments
Enterprise (47.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansWealthbox CRM
Star Rating
(105)4.6 out of 5
Market Segments
Small-Business (94.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$59.00 Per Month
Browse all 4 pricing plansSummary
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 Wealthbox CRM. Users appreciate features like Action Plans and workflow templates that streamline processes, making it a robust choice for larger enterprises.
- Users say that Wealthbox CRM stands out for its intuitive interface and ease of use, particularly for small businesses. Reviewers highlight how it keeps client notes, tasks, and follow-ups organized, which helps maintain strong relationships without overwhelming complexity.
- According to verified reviews, Salesforce Financial Services Cloud offers advanced features like householding and visual relationship maps, which are particularly beneficial for financial services professionals managing complex client relationships. This level of detail is often praised by users who require comprehensive client management tools.
- Reviewers mention that Wealthbox CRM's transition process is notably smooth, with users reporting a quick and seamless onboarding experience. The mobile app is also well-received, allowing users to stay productive on the go, which is a significant advantage for those who prioritize mobility.
- G2 reviewers highlight that while Salesforce Financial Services Cloud has a wealth of features, some users find it challenging to navigate due to its complexity. This can lead to a steeper learning curve, especially for teams that may not have extensive technical expertise.
- Users express appreciation for Wealthbox CRM's strong customer support, noting that the platform continues to innovate and adapt to the needs of the financial services industry. This responsiveness to user feedback enhances its value, particularly for small businesses looking for a reliable CRM solution.
Pricing
Entry-Level Pricing
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
Wealthbox CRM
Basic
$59.00
Per Month
Price is per user / month when billed annually
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Free Trial
Salesforce Financial Services Cloud
Free Trial is available
Wealthbox CRM
Free Trial is available
Ratings
Meets Requirements
8.6
147
9.1
80
Ease of Use
8.0
170
9.3
80
Ease of Setup
7.8
109
8.8
26
Ease of Admin
8.0
45
9.5
18
Quality of Support
8.4
140
8.9
78
Has the product been a good partner in doing business?
8.6
48
9.4
18
Product Direction (% positive)
8.5
144
8.8
69
Features by Category
Content
8.3
80
7.9
51
Platform Additional Functionality
8.1
79
8.3
47
8.6
79
8.8
59
8.5
76
8.7
50
8.1
75
8.5
53
7.9
75
7.7
38
Platform Reporting and Analytics
8.5
78
7.4
51
7.9
76
6.3
32
Customer Support
8.4
76
8.4
48
8.4
77
8.3
47
8.3
76
8.4
50
8.3
76
8.2
35
Marketing Automation
8.2
72
7.1
30
8.4
73
7.8
43
8.2
72
6.6
30
Sales Force Automation
8.2
74
7.9
50
8.1
75
9.1
53
8.0
70
6.7
23
8.1
73
6.8
21
8.0
71
7.7
25
Agentic AI - Financial Services CRM
7.9
64
Not enough data
Categories
Categories
Shared Categories
Salesforce Financial Services Cloud and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
Salesforce Financial Services Cloud has no unique categories
Wealthbox CRM has no unique categories
Reviews
Reviewers' Company Size
Salesforce Financial Services Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Wealthbox CRM
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
45.1%
Banking
10.8%
Information Technology and Services
5.6%
Accounting
5.1%
Marketing and Advertising
3.1%
Other
30.3%
Financial Services
95.2%
Investment Management
3.8%
Insurance
1.0%
‐
‐
Other
0.0%
Alternatives
Discussions
Salesforce Financial Services Cloud has no discussions with answers
What does wealthbox do?
4 Comments
AH
It's a CRM designed especially for client-facing professionals in the insurance and investment industry.Read more
Does Calendly integrate with Wealthbox?
1 Comment
JH
No Calendly does not integrate with Wealthbox. But there is an easy workaround. First, integrate Wealthbox with Google Calendar two-way sync. Then...Read more
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