Top 10 Salesforce Alternatives & Competitors

(213)4.3 out of 5

Research alternative solutions to Salesforce Financial Services Cloud on G2, with real user reviews on competing tools. Financial Services CRM Software is a widely used technology, and many people are seeking innovative, secure software solutions with mobility, automation, and forecasting. Other important factors to consider when researching alternatives to Salesforce Financial Services Cloud include features. The best overall Salesforce Financial Services Cloud alternative is Redtail Technology. Other similar apps like Salesforce Financial Services Cloud are Wealthbox CRM, Practifi, Total Expert, and AdvisorEngine CRM. Salesforce Financial Services Cloud alternatives can be found in Financial Services CRM Software but may also be in Mortgage CRM Software or CRM Software.

Show Less

Best Paid & Free Alternatives to Salesforce Financial Services Cloud

Redtail Technology
Wealthbox CRM
Practifi
Total Expert
AdvisorEngine CRM
Maximizer
SmartOffice
Merchant Relationship Management by NMI

Top 10 Alternatives to Salesforce Financial Services Cloud Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Salesforce Financial Services Cloud stacks up to the competition, check reviews from current & previous users in industries like Financial Services, Accounting, and Insurance, and find the best product for your business.

Redtail Technology

By Orion Advisor Tech

4.3/5

(210)

Product Description

Reviewers say compared to Salesforce Financial Services Cloud, Redtail Technology is:

Easier to admin

Easier to set up

More usable

Categories in common with Salesforce:

Financial Services CRM

Wealthbox CRM

By Wealthbox

4.6/5

(105)

Product Description

Reviewers say compared to Salesforce Financial Services Cloud, Wealthbox CRM is:

Easier to admin

More usable

Easier to set up

Categories in common with Salesforce:

Financial Services CRM

Practifi

By Practifi

4.3/5

(76)

Product Description

Reviewers say compared to Salesforce Financial Services Cloud, Practifi is:

Slower to reach roi

More expensive

Categories in common with Salesforce:

Financial Services CRM

You’re Seeing Part of the StoryLog in or create an account to access the full set of alternatives.

Create a Free Account

AdvisorEngine CRM

By Junxure

4/5

(26)

Product Description

AdvisorEngine CRM is a comprehensive client relationship management platform specifically designed for financial advisors. It streamlines client data management, automates workflows, and enhances client interactions, enabling advisors to focus more on client relationships and less on administrative tasks. The platform's intuitive design and robust features support the unique needs of wealth management professionals, facilitating efficient practice management and business growth. Key Features and Functionality: - Growth Tools: Capture and manage prospects effortlessly with customizable web forms that integrate directly into your website, requiring no coding. Automated scheduling and communication tools ensure timely follow-ups and engagement. - Contact Management: Centralize client information with detailed profiles, including financial data and interaction history. Integration with Microsoft Office 365 and Google allows for seamless email and calendar management within the CRM. - Practice Management: Automate tasks and workflows to enhance operational efficiency. Utilize templated and customizable workflows, service monitors, and powerful audit trails to ensure consistent client service and compliance. - Dashboards: Leverage data visualization dashboards that provide real-time insights into key business metrics, enabling informed decision-making and performance tracking. - Administrative Tools: Manage user access and data entitlements with enhanced security features, including two-factor authentication and IP restrictions. Efficiently handle data management tasks with easy-to-use tools and support. Primary Value and Solutions Provided: AdvisorEngine CRM addresses the specific challenges faced by financial advisors by offering a platform that integrates client management, workflow automation, and data analytics. It reduces time spent on administrative tasks, enhances client engagement through personalized service, and provides actionable insights to drive business growth. By centralizing client information and automating routine processes, advisors can deliver a higher standard of service, improve operational efficiency, and focus on building and maintaining strong client relationships.

Reviewers say compared to Salesforce Financial Services Cloud, AdvisorEngine CRM is:

Easier to do business with

Better at support

Easier to set up

Categories in common with Salesforce:

Financial Services CRM