# Practifi, Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Wealthbox CRM Comparison

| | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.3 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 76 | 226 | 109 | 
| **Largest Market Segment** | Piccola Impresa (73.3% delle recensioni) | Impresa (47.5% delle recensioni) | Piccola Impresa (94.5% delle recensioni) | 
| **Entry Level Price** | $120.00 Al mese | $325.00 1 user Al mese | $59.00 Al mese | 


---
## Ratings Comparison
| Rating | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
  | **Soddisfa i requisiti** | 8.5 (66 reviews) | 8.6 (151 reviews) | 9.1 (83 reviews) | 
  | **Facilità d'uso** | 8.0 (67 reviews) | 8.0 (174 reviews) | 9.3 (83 reviews) | 
  | **Facilità di configurazione** | 6.5 (53 reviews) | 7.8 (113 reviews) | 8.9 (29 reviews) | 
  | **Facilità di amministrazione** | 7.0 (51 reviews) | 8.0 (47 reviews) | 9.5 (18 reviews) | 
  | **Qualità del supporto** | 8.3 (65 reviews) | 8.4 (144 reviews) | 8.8 (81 reviews) | 
  | **Ritiene che the product sia stato un valido partner commerciale?** | 8.5 (51 reviews) | 8.6 (50 reviews) | 9.4 (18 reviews) | 
  | **Direzione del prodotto (% positivo)** | 8.4 (66 reviews) | 8.5 (147 reviews) | 8.9 (72 reviews) | 

---
## Pricing

### Practifi

#### Entry-Level Pricing

Plan: Additional User Subscription

Price: $120.00 Al mese

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/it/products/practifi/pricing)

#### Free Trial

No

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

#### Entry-Level Pricing

Plan: Agentforce Financial Services Service Enterprise

Price: $325.00 1 user Al mese

Description: Il CRM per i servizi finanziari con AI integrata.

Key Features:
- Flussi di lavoro specifici per settore utilizzando Service Cloud Enterprise Edition come base
- Console CSR facile da usare per un'unica vista
- Service Process Studio per la personalizzazione a basso codice

[Browse all 8 editions](https://www.g2.com/it/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing)

#### Free Trial

Yes

### Wealthbox CRM

#### Entry-Level Pricing

Plan: Basic

Price: $59.00 Al mese

Description: Il prezzo è per utente / mese quando fatturato annualmente

Key Features:
- Contatti
- 1 Spazio di lavoro CRM
- 1 Pipeline di opportunità

[Browse all 4 editions](https://www.g2.com/it/products/wealthbox-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Assistenti AI per i servizi finanziari

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

#### Intelligenza Conversazionale

| Feature | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Elementi d'azione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Trascrizione della Riunione AI** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Analisi del sentimento** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Flusso di lavoro

| Feature | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Innescare** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Redazione di email** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Pre-compilazione modulo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Registrazione automatica CRM** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Conformità

| Feature | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Verifica dei documenti** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Monitoraggio della lingua** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Traccia di controllo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Controllo Accessi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Innescare** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Approfondimenti

| Feature | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Prossima Migliore Azione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Analisi dell'interazione con il cliente** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Opportunità di Ricavo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

### CRM per i servizi finanziari

| Product | Score | Reviews |
|---|---|---|
| **Practifi** | 7.1/10 | 64 |
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | 8.2/10 | 87 |
| **Wealthbox CRM** | 7.8/10 | 65 |

#### Contenuto

| Feature | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Automazione** | 7.7 (59 reviews) | 8.3 (83 reviews) | 7.9 (54 reviews) | 

#### Funzionalità Aggiuntiva della Piattaforma

| Feature | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Connettori Pre-Costruiti** | 7.2 (55 reviews) | 8.1 (81 reviews) | 8.2 (49 reviews) | 
| **Cruscotto** | 8.4 (60 reviews) | 8.6 (81 reviews) | 8.8 (59 reviews) | 
| **Nuvola** | 8.8 (55 reviews) | 8.5 (76 reviews) | 8.7 (50 reviews) | 
| **Mobilità** | 6.9 (51 reviews) | 8.1 (75 reviews) | 8.5 (53 reviews) | 
| **Messaggistica** | 7.3 (51 reviews) | 7.9 (75 reviews) | 7.7 (38 reviews) | 

#### Piattaforma di Reportistica e Analisi

| Feature | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Segnalazione** | 7.9 (58 reviews) | 8.6 (79 reviews) | 7.4 (51 reviews) | 
| **Previsione** | 6.0 (48 reviews) | 7.9 (76 reviews) | 6.3 (32 reviews) | 

#### Supporto Clienti

| Feature | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Gestione dei casi** | 8.1 (52 reviews) | 8.4 (79 reviews) | 8.4 (48 reviews) | 
| **Portale di Supporto Clienti** | 8.0 (53 reviews) | 8.4 (77 reviews) | 8.3 (47 reviews) | 
| **Base di conoscenza** | 7.2 (56 reviews) | 8.3 (77 reviews) | 8.4 (50 reviews) | 
| **Supporto Analitico** | 7.1 (49 reviews) | 8.4 (77 reviews) | 8.2 (35 reviews) | 

#### Automazione del Marketing

| Feature | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Gestione delle campagne** | 5.9 (40 reviews) | 8.2 (72 reviews) | 7.1 (30 reviews) | 
| **Gestione dei contatti** | 6.8 (45 reviews) | 8.4 (73 reviews) | 7.8 (43 reviews) | 
| **Analisi di Marketing** | 5.8 (44 reviews) | 8.2 (73 reviews) | 6.6 (30 reviews) | 

#### Automazione della forza vendita

| Feature | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Gestione della Pipeline** | 7.6 (54 reviews) | 8.2 (74 reviews) | 7.9 (51 reviews) | 
| **Gestione delle attività** | 8.7 (60 reviews) | 8.1 (77 reviews) | 9.0 (55 reviews) | 
| **Gestione dell'Elenco Prodotti e Prezzi** | 6.1 (41 reviews) | 8.0 (70 reviews) | 6.7 (23 reviews) | 
| **Gestione di Preventivi e Ordini** | 5.5 (36 reviews) | 8.1 (73 reviews) | 6.8 (21 reviews) | 
| **Gestione dei Contratti** | 5.9 (36 reviews) | 8.0 (71 reviews) | 7.7 (25 reviews) | 

#### Agentic AI - CRM per i servizi finanziari

| Feature | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Prendere decisioni** | Dati insufficienti | 8.0 (65 reviews) | Dati insufficienti | 

---
## Categories
**Shared Categories (2):** [CRM per i servizi finanziari Software](https://www.g2.com/it/categories/financial-services-crm), [Assistenti AI per i servizi finanziari](https://www.g2.com/it/categories/ai-assistants-for-financial-services)





---
## Reviewer Demographics

### By Company Size

| Segment | Practifi | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Wealthbox CRM | 
|---|---|---|---|
| **Piccola impresa** | 73.3% | 20.5% | 94.5% | 
| **Mid-Market** | 25.3% | 32.0% | 5.5% | 
| **Enterprise** | 1.3% | 47.5% | 0% | 

### By Industry

#### Practifi

- **Servizi Finanziari:** 88.0%
- **Gestione degli investimenti:** 9.3%
- **Assicurazione:** 1.3%
- **Tecnologia dell'informazione e servizi:** 1.3%

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

- **Servizi Finanziari:** 44.7%
- **Bancario:** 10.6%
- **Contabilità:** 5.5%
- **Tecnologia dell'informazione e servizi:** 5.5%
- **Software per computer:** 3.0%
- **Ospedale e Assistenza Sanitaria:** 3.0%
- **Marketing e Pubblicità:** 3.0%
- **Assicurazione:** 3.0%
- **Servizi al Consumatore:** 1.5%
- **Tempo libero, Viaggi e Turismo:** 1.5%
- **Other:** 18.6%

#### Wealthbox CRM

- **Servizi Finanziari:** 93.5%
- **Gestione degli investimenti:** 3.7%
- **Assicurazione:** 2.8%

---
## Alternatives

### Alternatives to Practifi

- [Redtail Technology](https://www.g2.com/it/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Maximizer](https://www.g2.com/it/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Zocks](https://www.g2.com/it/products/zocks/reviews) — 4.8/5 stars (335 reviews)
- [AdvisorEngine CRM](https://www.g2.com/it/products/advisorengine-crm/reviews) — 4.0/5 stars (26 reviews)
- [Total Expert](https://www.g2.com/it/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Merchant Central by NMI](https://www.g2.com/it/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [vcita](https://www.g2.com/it/products/vcita/reviews) — 4.5/5 stars (81 reviews)
- [Affinity](https://www.g2.com/it/products/affinity/reviews) — 4.4/5 stars (72 reviews)
- [Backstop Solutions Suite](https://www.g2.com/it/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews)
- [Irwin](https://www.g2.com/it/products/irwin/reviews) — 4.5/5 stars (57 reviews)

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

- [Redtail Technology](https://www.g2.com/it/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Total Expert](https://www.g2.com/it/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Maximizer](https://www.g2.com/it/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Zocks](https://www.g2.com/it/products/zocks/reviews) — 4.8/5 stars (335 reviews)
- [AdvisorEngine CRM](https://www.g2.com/it/products/advisorengine-crm/reviews) — 4.0/5 stars (26 reviews)
- [DealCloud](https://www.g2.com/it/products/dealcloud/reviews) — 4.3/5 stars (31 reviews)
- [Merchant Central by NMI](https://www.g2.com/it/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [SmartOffice](https://www.g2.com/it/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)
- [Affinity](https://www.g2.com/it/products/affinity/reviews) — 4.4/5 stars (72 reviews)
- [CRMNEXT](https://www.g2.com/it/products/crmnext/reviews) — 4.2/5 stars (20 reviews)

### Alternatives to Wealthbox CRM

- [Redtail Technology](https://www.g2.com/it/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [AdvisorEngine CRM](https://www.g2.com/it/products/advisorengine-crm/reviews) — 4.0/5 stars (26 reviews)
- [SmartOffice](https://www.g2.com/it/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)
- [Maximizer](https://www.g2.com/it/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Zocks](https://www.g2.com/it/products/zocks/reviews) — 4.8/5 stars (335 reviews)
- [Total Expert](https://www.g2.com/it/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Merchant Central by NMI](https://www.g2.com/it/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [Affinity](https://www.g2.com/it/products/affinity/reviews) — 4.4/5 stars (72 reviews)
- [Backstop Solutions Suite](https://www.g2.com/it/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews)
- [vcita](https://www.g2.com/it/products/vcita/reviews) — 4.5/5 stars (81 reviews)

---
## Top Discussions

### Practifi

- Title: [How much does Practifi cost?](https://www.g2.com/it/discussions/how-much-does-practifi-cost) — 1 comment *(includes official response)*
  > **Top comment:** "Il prezzo del prodotto negli Stati Uniti è di $1.200 per organizzazione al mese, il che include 10 licenze standard Practifi e tutto ciò di cui hai bisogno..."
- Title: [Practifi è di proprietà di Salesforce?](https://www.g2.com/it/discussions/is-practifi-owned-by-salesforce) — 1 comment *(includes official response)*
  > **Top comment:** "No, Practifi è un'entità privata e indipendente. Il nostro prodotto sfrutta la potenza e le capacità della piattaforma Salesforce, quindi li consideriamo un..."
- Title: [What does Practifi do?](https://www.g2.com/it/discussions/what-does-practifi-do) — 1 comment *(includes official response)*
  > **Top comment:** "Practifi è una piattaforma di ottimizzazione delle prestazioni che aiuta le società di gestione patrimoniale a trasformare i dati in intuizioni, azioni ed..."

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

No discussions available for this product.

### Wealthbox CRM

- Title: [Cosa fa Wealthbox?](https://www.g2.com/it/discussions/what-does-wealthbox-do) — 4 comments
  > **Top comment:** "È un CRM progettato appositamente per i professionisti a contatto con i clienti nel settore assicurativo e degli investimenti."
- Title: [Qual è meglio, Redtail o Wealthbox?](https://www.g2.com/it/discussions/which-is-better-redtail-or-wealthbox) — 2 comments
  > **Top comment:** "Wealthbox, All Day 'err day"
- Title: [Cosa fa Wealthbox CRM?](https://www.g2.com/it/discussions/what-does-wealthbox-crm-do) — 1 comment
  > **Top comment:** "Molto! Non solo è un ottimo posto per tutte le tue note sui clienti/prospetti, ma ha anche flussi di lavoro e si integra con la maggior parte delle società..."
- Title: [Calendly si integra con Wealthbox?](https://www.g2.com/it/discussions/does-calendly-integrate-with-wealthbox) — 1 comment
  > **Top comment:** "No, Calendly non si integra con Wealthbox. Ma c'è una soluzione semplice. Prima, integra Wealthbox con Google Calendar tramite la sincronizzazione..."

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