--- title: Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Reviews meta\_title: 'Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 227 reviews by the users' company size, role or industry to find out how Agentforce Financial Services (formerly Salesforce Financial Services Cloud) works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 227 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Reviews & Product Details Visit Website Become an agentic financial services enterprise with the world’s #1 AI-powered CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer so you can personalize customer engagement using purpose-built automation with industry-specific AI. Scale your enterprise with AI agents purpose-built for financial services. \*Power customer-centric AI with real-time data. Ground your AI in trusted client data from any system, without moving or copying it, to surface the personalized insights needed to deliver proactive service and position your team as true trusted advisors. \*Deploy AI purpose-built for financial services. Accelerate time to value by deploying out-of-the-box AI agents pretrained on banking, wealth, and insurance workflows, bypassing heavy configuration to realize a faster return on AI investment. \*Elevate front-line expertise and precision. Embed trusted AI agents directly into the flow of work for bankers and advisors to deliver accurate, policy-driven guidance that resolves complex client needs with speed and confidence, while ensuring sensitive data is never exposed to public models. \*Orchestrate a secure, unified AI workforce. Scale capacity without adding headcount by empowering AI agents to coordinate across humans and other agents within your financial services ecosystem, executing complex processes while surfacing every result and next step into one unified experience. Unlock limitless growth with AI-powered selling. \*Multiply seller productivity. Empower sellers, advisors, and relationship managers with AI agents that reduce manual work across the client lifecycle. Agents analyze account, policy, and portfolio data to automate work like meeting prep, identify money in motion, and orchestrate next steps and engagement tasks, so teams stay focused on growth. \*Turn insight into opportunity. Surface what matters across each client relationship, including life events, held-away assets, and changes in financial activity, so sellers know where to engage and why. Help teams prioritize the right opportunities with clear context. \*Connect the entire sales cycle. Orchestrate every step from prospecting through onboarding on a single platform built for financial services. Route intelligent referrals across lines of business, manage complex financial deals, and streamline account opening so opportunities move faster. \*Unify data for personalized selling. Break down silos across core banking systems, custodians, policy data, and third-party sources to create a unified client view that helps you scale personalized, goals-based engagement across every relationship. Deliver anticipatory service and hyperpersonalized interactions. \*Unify customer and employee experiences. Break down silos for total customer context on one platform, regardless of channel, to ensure consistent service experience with real-time data and context to serve policyholders and customers promptly and accurately. \*Automate service processes. Skip expensive custom coding. Get technical rollouts up and running faster with prebuilt service processes designed for financial services. From banking disputes to insurance claims, our platform empowers teams to deploy automated financial services processes faster without heavy IT development. \*Go from reactive to proactive service. Go above and beyond simply resolving inquiries. Equip service representatives with predictive insights to anticipate customer needs. By knowing the human behind the account, you deliver proactive advice before the customer even asks. \*Scale without adding headcount. Deploy trusted AI to handle high inquiry volume and reduce manual work. Purpose-built AI agents understand financial services nuances to resolve routine inquiries quickly with precision, while assistive AI summarizes histories and drafts responses to scale exceptional service. Turn unified data into actionable context. \*Securely connect every data source. Integrate core financial and insurance systems using prebuilt APIs for Money Guide Pro, Ortec, Experian, Mastercard, Onfido, and more. Connect data with compliant, pre-mapped models for insurance and financial data. \*Activate unified data for intelligent decisions. Provide comprehensive context to support actionable financial goals and deliver personalization that creates lifelong customers. Visualize performance and operational trends in purpose-built dashboards that track ROI and organizational health in real time. \*Accelerate seller productivity. Turn passive data signals into proactive sales engagement with prebuilt financial insights that trigger actionable alerts. Automate meeting prep and follow-up with prebuilt AI so sellers can focus on strengthening client relationships and growing their business. \*Orchestrate anticipatory service journeys. Automate complex financial services workflows across disparate systems in an intelligent workspace. Empower human and digital teams with context to hyperpersonalize experiences using prebuilt AI models for banking, collections, lending and insurance service. Architecting uncompromising trust and compliance. \*Maintain data sovereignty. Protect your Financial Services Agentic Enterprise by maintaining full control over where your data lives. Ensure sensitive client information complies with local laws and regulations, meets strict residency requirements, and is never exposed to public models. \*Guard against noncompliant outcomes. Deploy AI with confidence by using intelligent scripts to direct agent reasoning, while simultaneously leveraging automated guardrails to flag risks and block prohibited responses to help uphold institutional safety and regulatory standards. \*Enforce policy in the flow of work. Keep humans and agents aligned with embedded controls that act as digital policy guardrails within your workflows, blocking prohibited actions before they occur to help keep every process consistent with the latest financial services regulations. \*Validate and track every action for regulatory rigor. Scale with confidence by testing agent behavior against regulatory standards in dedicated environments before deployment, capturing every action in an unchangeable audit trail that transforms manual reporting into instant, examiner-ready proof. * * * Product Website Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Seller [Salesforce](https://www.g2.com/sellers/salesforce) Discussions [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Community](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/discuss) Languages Supported English Solution Type All-in-One Overview by Oleg Kulda Show More ## Pricing Pricing provided by Agentforce Financial.... ### Agentforce Financial Services Service Enterprise $325.00 1 user Per Month [ View More Pricing Information ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing) ## Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Integrations (30) What do users say about integrations? 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DG Daniel G. Senior eLearning developer | Instructional designer | Storyline developer Small-Business (50 or fewer emp.) 9/11/2025 "Personalized Client Engagement in Financial Services" 5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? The platform gives a complete view of client relationships, making it easier to personalize interactions. Built-in financial services tools like relationship maps and compliance workflows save time, while automation improves efficiency and reduces manual effort. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Setup can be complex and often requires consultants. Licensing and customization are costly, and the system has a steep learning curve. Some firms still need extra tailoring to align the platform with their workflows. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? It helps us unify client data across multiple systems, giving advisors a complete picture of each relationship. This reduces manual tracking, improves compliance, and allows us to deliver more personalized service. Automation of onboarding and regulatory processes saves time and lets our team focus more on building client trust and driving growth. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Eduardo M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eduardo M.") EM Eduardo M. Engenheiro de software Enterprise (\> 1000 emp.) 10/14/2025 "Fast and Reliable, but Can Be Overwhelming for New Users" 4/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I dont have much experience with it, but i only hear good things about how fast and reliable it is, i do wish I can work more with the tools in the future Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Salesforce can already be challenging to learn, and adding another layer on top may make it even more overwhelming, especially for new users. The sheer amount of data presented can be too much, making it difficult for both newcomers and experienced users to navigate effectively. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? We are achieving more structured pricing and managing our product portfolio with greater ease of use, which empowers our administrators and power users within our company. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Alex M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex M.") AM Alex M. Functional Architect Mid-Market (51-1000 emp.) 10/29/2025 "Great Prepackaged Solutions, But Some Features Feel Unfinished" 4/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Salesforce Financial Services Cloud is nice because it is a prepackaged set of solutions applicable to banks, credit unions, wealth management organizations and other financial institutions. This is nice because companies do not need to recreate the wheel. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I think householding and lead mapping can be cumbersome when converting leads to opportunities. There is a frustrating number of half baked features like interest tags. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? Knowing your customer. Being able to easily see all financial accounts and customer details and rolling them up to create meaningful insights is very useful for upselling as well as identifying risks. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Xinyu H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Xinyu H.") XH Xinyu H. STUDENT Small-Business (50 or fewer emp.) 7/11/2025 "Great experience about Salesforce Financial Services Cloud" 4.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? As a PhD accounting researcher, I particularly appreciate how Financial Services Cloud bridges the gap between CRM functionality and accounting intelligence. The platform's ability to automatically map complex client financial relationships through its household architecture aligns perfectly with accounting theory's emphasis on economic entity principles. For my research on financial advisory practices, the audit trail features provide invaluable empirical data on how professionals actually use financial data in client interactions - something traditionally difficult to capture. The integration with accounting systems like QuickBooks Enterprise and automated compliance tracking also demonstrates sophisticated understanding of accounting workflows. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? From an academic perspective, the platform's "black box" approach to certain financial calculations can be frustrating when trying to validate methodologies for research purposes. The reporting module, while robust for business purposes, lacks the granular data export options needed for rigorous empirical analysis. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? As a PhD student in accounting, Salesforce Financial Services Cloud addresses several critical challenges in financial data management and client servicing that directly benefit my research and practical understanding of the industry: Fragmented Client Data – Traditional CRMs struggle to capture complex financial relationships, but FSC’s household model mirrors accounting’s entity principle, giving me a real-world example of unified client profiling. This helps me study how data aggregation impacts advisory accuracy. Manual Compliance Tracking – Automating regulatory checks (e.g., KYC, SOX) saves firms hours of work, and observing this in action provides me case studies on operational efficiency gains—a key focus in my research on audit process optimization. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Tulsi R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tulsi R.") TR Tulsi R. Business Development Marketing and Advertising Small-Business (50 or fewer emp.) 7/10/2025 "A more personalized approach to financial services with salesforce" 4.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? One thing I really like about it is how it provides a 360 degree view of clients, which makes it easier to understand their needs and deliver tailored services. I also appreciate its strong focus on compliance and security, which is super important in the financial sector. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I really like the platform but one minor challenge is that it can be a bit complex to customize, especially for teams that are new to Salesforce. But once you get the hang on it, it's definitely worth it, which keeps it friendly and balanced. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? I am working in a Marketing agency and it help me to solve the challenge of managing complex client relationships by giving a 360-degree view of client data. It streamlines communications, tracks interactions, and ensure personalized service. For me as an employee of marketing agency, it means better targeting, improved client engagement and the ability to create more impactful, data driven campaigns for financial clients. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![John Jarrett Q.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John Jarrett Q.") JQ John Jarrett Q. Inside Account Manager Mid-Market (51-1000 emp.) 7/9/2025 "Account Manager" 5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? What I like most about Salesforce Financial Services Cloud is how it’s purpose-built for financial services professionals. The client-centric data model makes it incredibly easy to get a 360-degree view of customer relationships, including households, accounts, and financial goals—all in one place. The built-in tools for tracking referrals, managing leads, and automating routine tasks help streamline workflows and improve client engagement. I also appreciate how customizable FSC is, especially when integrated with other Salesforce products or third-party platforms. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? One area that could be improved is the initial setup and configuration. While FSC is powerful, getting it optimized for a specific organization’s needs can be complex and time-consuming, especially without experienced admins or developers on the team. Additionally, some of the advanced features require additional licensing or development work, which can drive up costs. But once it’s properly configured, the platform’s long-term value far outweighs the early challenges. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? Salesforce Financial Services Cloud solves the common challenge of managing fragmented client data across multiple systems. By centralizing customer information—such as financial accounts, interactions, goals, and household relationships—it enables a unified view of each client. This has helped me streamline workflows, personalize communications, and provide more proactive support. FSC’s automation and task management tools also reduce manual work, so I can focus more on high-value client interactions and strategic account growth. Overall, it enhances client satisfaction, improves retention, and increases operational efficiency. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Enterprise (\> 1000 emp.) 9/22/2025 "Makes work smoother but takes some getting used to" 3.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I’ve been using Salesforce Financial Services Cloud for a while now, and overall it’s been really helpful in keeping everything organized. I like how it puts client info, interactions, and tasks all in one place—it makes it easier to follow up and stay on top of things without digging through multiple tools. That said, it’s not the most “plug and play” software. There’s definitely a learning curve at first, and sometimes it feels like there are too many features packed in. Once you figure out your flow though, it really does make daily work a lot smoother. If you’re in financial services and want something that centralizes your client management, I’d say Salesforce is worth the investment—it just takes some patience to really get comfortable with it. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? One of the biggest downsides is how overwhelming it can feel at first. There are so many menus and features that it’s easy to get lost if you don’t know exactly where to click. Sometimes I spend more time figuring out the system than actually doing the task. It can also run a bit slow when there’s a lot going on, which gets frustrating in a busy day. Overall it works, but I wish the layout was a little more straightforward and beginner-friendly. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? It helps me keep track of all client details, interactions, and follow-ups in one place, so I’m not bouncing between spreadsheets or notes. The organization makes it easier to remember where each client is in the process and makes communication feel smoother. It also helps reduce mistakes since everything is logged and easy to reference. Overall, it saves time and keeps me more consistent with follow-ups. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Elhamy B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elhamy B.") EB Elhamy B. Global Sales Development Representative Mid-Market (51-1000 emp.) 8/4/2025 "solid platform for managing client relationships and financial data in one place." 4.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? The most helpful thing about Salesforce Financial Services Cloud is how it centralizes client data and interactions. It gives a full 360-degree view of each client—assets, goals, life events, and communication history—making it easier to deliver personalized service and build stronger relationships. Upsides are mainly for the customizations for the dashboard, integrations available and the automation Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Least is obviously cost, it add up quickly, but i get it it's a premium product. there's minimal managerial level and many people can edit sometimes. It has so many feature that sometimes it can be overwhelming. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? Salesforce Financial Services Cloud helps us keep all client info, interactions, and financial data in one place, so we’re more organized and responsive. It’s made it easier to build stronger relationships and stay on top of tasks without things slipping through the cracks. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Buta M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Buta M.") BM Buta M. Account executive Enterprise (\> 1000 emp.) 12/3/2025 "Unified Client Insights and Streamlined Processes" 5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? ts ability to provide a unified, 360-degree view of clients, streamline complex processes with pre-built industry-specific features, and automate compliance and personalized client experiences Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Performance can be slow with large datasets or heavy customization, and some users find the interface can feel busy or require too many clicks for certain tasks Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? helps consolidate all our customer support interactions into one place, which makes it much easier to track cases, respond quickly, and maintain consistency across channels. Review collected by and hosted on G2.com. Show More Response from Julie Jutte of Agentforce Financial... [Editedit](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-12039499/official_response/edit) It's great to hear that Salesforce Financial Services Cloud is helping you consolidate customer support interactions and improve tracking, response time, and consistency across channels. Validated ReviewerIncentivizedSource: G2 invite BH Bryan H. Head of Digital Product Enterprise (\> 1000 emp.) 10/15/2025 "Quick Persona Setup and Efficient Connectivity Enhance Client Overview" 5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Setting up personas was quick and straightforward, and the built-in features serve as an excellent accelerator. The connectivity is simple and efficient, providing a comprehensive overview of the client. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Configuring it can be confusing, and making use of all the features can be challenging. However, things are improving with agent force, as some of the complexity is starting to decrease. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? This platform enables us to oversee our company operations from quoting to purchasing. It helps us manage our CRM and leads more effectively, and allows us to stay updated with market changes so we can remain ahead of our competitors. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Agentforce Financial Services (formerly Salesforce Financial Services Cloud) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/discussions/new) GU Guest User What is Salesforce Financial Services Cloud used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-salesforce-financial-services-cloud-used-for) GU Guest User What do you like most about Salesforce Financial Services Cloud, and what improvements would you suggest? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-do-you-like-most-about-salesforce-financial-services-cloud-and-what-improvements-would-you-suggest) [ View all Discussions ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/discuss) ## Pricing Options Pricing provided by Agentforce Financial.... ### Agentforce Financial Services Service Enterprise $325.00 1 user Per Month ### Agentforce Financial Services Sales Enterprise $325.00 1 User Per Month ### Agentforce Financial Services Sales and Service Enterprise $350.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing) Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") Wealthbox CRM 4.6/5(109) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") Redtail Technology 4.3/5(268) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4a09e8f26a19b09a4ab75f827b679284/practifi.png "Product Avatar Image") Practifi 4.3/5(79) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) ##### ##### Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Features Content Automation Platform Additional Functionality Pre-Built Connectors Dashboard Cloud Platform Reporting and Analytics Reporting Forecasting Customer Support Case Management Customer Support Portal Knowledge Base [ View More Features ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/features) ## Top-Rated Alternatives [ ![Wealthbox CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Wealthbox CRM") Wealthbox CRM 4.6/5(109) ](https://www.g2.com/products/wealthbox-crm/reviews) [ ![Practifi](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Practifi") Practifi 4.3/5(79) ](https://www.g2.com/products/practifi/reviews) [ ![Redtail Technology](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Redtail Technology") Redtail Technology 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews) [ View All Alternatives ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/competitors/alternatives) ## Consulting Services for Agentforce Financial Services (formerly Salesforce Financial Services Cloud) [ ![Izei Consulting Group](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Izei Consulting Group") Izei Consulting Group ](https://www.g2.com/products/izei-consulting-group/reviews) [ ![Access Global Group](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Access Global Group") Access Global Group 5/5(89) ](https://www.g2.com/products/access-global-group/reviews) [ ![Customertimes](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Customertimes") Customertimes ](https://www.g2.com/products/customertimes/reviews) [See all Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Providers](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/implementation) ##### Categories on G2 [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)[AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) ##### Explore More [Affordable QMS software for startups](https://www.g2.com/discussions/affordable-qms-software-for-startups-which-tools-actually-deliver)[What DNS security software is most reliable for a mid-size company that wants straightforward threat protection without a complex deployment or ongoing tuning requirement?](https://www.g2.com/discussions/what-dns-security-software-is-most-reliable-for-a-mid-size-company-that-wants-straightforward-threat-protection-without-a-complex-deployment-or-ongoing-tuning-requirement)[What product analytics software keeps data accurate and consistent when you are going through a platform migration without things breaking mid-analysis?](https://www.g2.com/discussions/what-product-analytics-software-keeps-data-accurate-and-consistent-when-you-are-going-through-a-platform-migration-without-things-breaking-mid-analysis) [Best-rated CPQ platforms for startups](https://www.g2.com/discussions/what-are-the-best-rated-cpq-platforms-for-startups)[Best HCI Solutions](https://www.g2.com/discussions/best-hci-solutions-for-2025)[What do data integration engineers and ETL developers actually trust when they need a reliable on-premise platform that will not let pipelines fail silently during critical batch windows?](https://www.g2.com/discussions/what-do-data-integration-engineers-and-etl-developers-actually-trust-when-they-need-a-reliable-on-premise-platform-that-will-not-let-pipelines-fail-silently-during-critical-batch-windows) [Show MoreShow Less](javascript:void(0);)