# Top 10 Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Alternatives & Competitors **Average Rating:** 4.3/5 **Total Number of Reviews:** 226 Explore the best alternatives to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) for users who need new software features or want to try different solutions. Financial Services CRM Software is a widely used technology, and many people are seeking easily administered, user friendly software solutions with mobility, automation, and forecasting. Other important factors to consider when researching alternatives to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) include account management and integration. The best overall Agentforce Financial Services (formerly Salesforce Financial Services Cloud) alternative is Wealthbox CRM. Other similar apps like Agentforce Financial Services (formerly Salesforce Financial Services Cloud) are Practifi, Redtail Technology, Total Expert, and Maximizer. Agentforce Financial Services (formerly Salesforce Financial Services Cloud) alternatives can be found in [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) but may also be in [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) or [CRM Software](https://www.g2.com/categories/crm). ## Best Paid & Free Alternatives to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - [Practifi](https://www.g2.com/products/practifi/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Total Expert](https://www.g2.com/products/total-expert/reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - [Zocks](https://www.g2.com/products/zocks/reviews) - [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) - [DealCloud](https://www.g2.com/products/dealcloud/reviews) - [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) - [SmartOffice](https://www.g2.com/products/smartoffice/reviews) ## Top 10 Alternatives to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Recently Reviewed By G2 Community Browse options below. Based on reviewer data, you can see how Agentforce Financial Services (formerly 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. ### 1. [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) By Wealthbox **Average Rating:** 4.6/5 **Total Reviews:** 109 CRM for Financial Advisors Reviewers say compared to Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Wealthbox CRM is: - Easier to admin - More usable - Easier to set up Categories in common with Agentforce Financial Services (formerly Salesforce Financial Services Cloud): [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services), [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Wealthbox CRM](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) **Compare Wealthbox CRM with other alternatives:** - [Wealthbox CRM vs Practifi](https://www.g2.com/compare/practifi-vs-wealthbox-crm) - [Wealthbox CRM vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) - [Wealthbox CRM vs Total Expert](https://www.g2.com/compare/total-expert-vs-wealthbox-crm) - [Wealthbox CRM vs Maximizer](https://www.g2.com/compare/maximizer-vs-wealthbox-crm) - [Wealthbox CRM vs Zocks](https://www.g2.com/compare/wealthbox-crm-vs-zocks) - [Wealthbox CRM vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-wealthbox-crm) - [Wealthbox CRM vs DealCloud](https://www.g2.com/compare/dealcloud-vs-wealthbox-crm) - [Wealthbox CRM vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-wealthbox-crm) - [Wealthbox CRM vs SmartOffice](https://www.g2.com/compare/smartoffice-vs-wealthbox-crm) ### 2. [Practifi](https://www.g2.com/products/practifi/reviews) By Practifi **Average Rating:** 4.3/5 **Total Reviews:** 78 Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology. Reviewers say compared to Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Practifi is: - Slower to reach roi - More usable Categories in common with Agentforce Financial Services (formerly Salesforce Financial Services Cloud): [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services), [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Practifi](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) **Compare Practifi with other alternatives:** - [Practifi vs Wealthbox CRM](https://www.g2.com/compare/practifi-vs-wealthbox-crm) - [Practifi vs Redtail Technology](https://www.g2.com/compare/practifi-vs-redtail-technology) - [Practifi vs Total Expert](https://www.g2.com/compare/practifi-vs-total-expert) - [Practifi vs Maximizer](https://www.g2.com/compare/maximizer-vs-practifi) - [Practifi vs Zocks](https://www.g2.com/compare/practifi-vs-zocks) - [Practifi vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-practifi) - [Practifi vs DealCloud](https://www.g2.com/compare/dealcloud-vs-practifi) - [Practifi vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-practifi) - [Practifi vs SmartOffice](https://www.g2.com/compare/practifi-vs-smartoffice) ### 3. [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) By Orion Advisor Tech **Average Rating:** 4.3/5 **Total Reviews:** 268 Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. Reviewers say compared to Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Redtail Technology is: - Easier to admin - Easier to set up - More usable Categories in common with Agentforce Financial Services (formerly Salesforce Financial Services Cloud): [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Redtail Technology](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) **Compare Redtail Technology with other alternatives:** - [Redtail Technology vs Wealthbox CRM](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) - [Redtail Technology vs Practifi](https://www.g2.com/compare/practifi-vs-redtail-technology) - [Redtail Technology vs Total Expert](https://www.g2.com/compare/redtail-technology-vs-total-expert) - [Redtail Technology vs Maximizer](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Redtail Technology vs Zocks](https://www.g2.com/compare/redtail-technology-vs-zocks) - [Redtail Technology vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-redtail-technology) - [Redtail Technology vs DealCloud](https://www.g2.com/compare/dealcloud-vs-redtail-technology) - [Redtail Technology vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-redtail-technology) - [Redtail Technology vs SmartOffice](https://www.g2.com/compare/redtail-technology-vs-smartoffice) ### 4. [Total Expert](https://www.g2.com/products/total-expert/reviews) By Total Expert **Average Rating:** 4.5/5 **Total Reviews:** 150 Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets. Reviewers say compared to Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Total Expert is: - Slower to reach roi - Easier to admin - More usable Categories in common with Agentforce Financial Services (formerly Salesforce Financial Services Cloud): [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Total Expert](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert) **Compare Total Expert with other alternatives:** - [Total Expert vs Wealthbox CRM](https://www.g2.com/compare/total-expert-vs-wealthbox-crm) - [Total Expert vs Practifi](https://www.g2.com/compare/practifi-vs-total-expert) - [Total Expert vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-total-expert) - [Total Expert vs Maximizer](https://www.g2.com/compare/maximizer-vs-total-expert) - [Total Expert vs Zocks](https://www.g2.com/compare/total-expert-vs-zocks) - [Total Expert vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-total-expert) - [Total Expert vs DealCloud](https://www.g2.com/compare/dealcloud-vs-total-expert) - [Total Expert vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-total-expert) - [Total Expert vs SmartOffice](https://www.g2.com/compare/smartoffice-vs-total-expert) ### 5. [Maximizer](https://www.g2.com/products/maximizer/reviews) By Maximizer Software **Average Rating:** 4.0/5 **Total Reviews:** 673 The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together. Categories in common with Agentforce Financial Services (formerly Salesforce Financial Services Cloud): [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Maximizer](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer) **Compare Maximizer with other alternatives:** - [Maximizer vs Wealthbox CRM](https://www.g2.com/compare/maximizer-vs-wealthbox-crm) - [Maximizer vs Practifi](https://www.g2.com/compare/maximizer-vs-practifi) - [Maximizer vs Redtail Technology](https://www.g2.com/compare/maximizer-vs-redtail-technology) - [Maximizer vs Total Expert](https://www.g2.com/compare/maximizer-vs-total-expert) - [Maximizer vs Zocks](https://www.g2.com/compare/maximizer-vs-zocks) - [Maximizer vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-maximizer) - [Maximizer vs DealCloud](https://www.g2.com/compare/dealcloud-vs-maximizer) - [Maximizer vs Merchant Central by NMI](https://www.g2.com/compare/maximizer-vs-merchant-central-by-nmi) - [Maximizer vs SmartOffice](https://www.g2.com/compare/maximizer-vs-smartoffice) ### 6. [Zocks](https://www.g2.com/products/zocks/reviews) By Zocks **Average Rating:** 4.8/5 **Total Reviews:** 339 AI Assistant for Financial Advisors Reviewers say compared to Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Zocks is: - Easier to set up - More usable - Easier to admin Categories in common with Agentforce Financial Services (formerly Salesforce Financial Services Cloud): [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Compare:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Zocks](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-zocks) **Compare Zocks with other alternatives:** - [Zocks vs Wealthbox CRM](https://www.g2.com/compare/wealthbox-crm-vs-zocks) - [Zocks vs Practifi](https://www.g2.com/compare/practifi-vs-zocks) - [Zocks vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-zocks) - [Zocks vs Total Expert](https://www.g2.com/compare/total-expert-vs-zocks) - [Zocks vs Maximizer](https://www.g2.com/compare/maximizer-vs-zocks) - [Zocks vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-zocks) - [Zocks vs DealCloud](https://www.g2.com/compare/dealcloud-vs-zocks) - [Zocks vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-zocks) - [Zocks vs SmartOffice](https://www.g2.com/compare/smartoffice-vs-zocks) ### 7. [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) By Junxure **Average Rating:** 4.0/5 **Total Reviews:** 26 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 Agentforce Financial Services (formerly Salesforce Financial Services Cloud), AdvisorEngine CRM is: - Easier to do business with - Easier to set up - Better at support Categories in common with Agentforce Financial Services (formerly Salesforce Financial Services Cloud): [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud) **Compare AdvisorEngine CRM with other alternatives:** - [AdvisorEngine CRM vs Wealthbox CRM](https://www.g2.com/compare/advisorengine-crm-vs-wealthbox-crm) - [AdvisorEngine CRM vs Practifi](https://www.g2.com/compare/advisorengine-crm-vs-practifi) - [AdvisorEngine CRM vs Redtail Technology](https://www.g2.com/compare/advisorengine-crm-vs-redtail-technology) - [AdvisorEngine CRM vs Total Expert](https://www.g2.com/compare/advisorengine-crm-vs-total-expert) - [AdvisorEngine CRM vs Maximizer](https://www.g2.com/compare/advisorengine-crm-vs-maximizer) - [AdvisorEngine CRM vs Zocks](https://www.g2.com/compare/advisorengine-crm-vs-zocks) - [AdvisorEngine CRM vs DealCloud](https://www.g2.com/compare/advisorengine-crm-vs-dealcloud) - [AdvisorEngine CRM vs Merchant Central by NMI](https://www.g2.com/compare/advisorengine-crm-vs-merchant-central-by-nmi) - [AdvisorEngine CRM vs SmartOffice](https://www.g2.com/compare/advisorengine-crm-vs-smartoffice) ### 8. [DealCloud](https://www.g2.com/products/dealcloud/reviews) By Intapp **Average Rating:** 4.3/5 **Total Reviews:** 37 DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide. Reviewers say compared to Agentforce Financial Services (formerly Salesforce Financial Services Cloud), DealCloud is: - Better at support - Easier to admin - Easier to set up Categories in common with Agentforce Financial Services (formerly Salesforce Financial Services Cloud): [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services), [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs DealCloud](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-dealcloud) **Compare DealCloud with other alternatives:** - [DealCloud vs Wealthbox CRM](https://www.g2.com/compare/dealcloud-vs-wealthbox-crm) - [DealCloud vs Practifi](https://www.g2.com/compare/dealcloud-vs-practifi) - [DealCloud vs Redtail Technology](https://www.g2.com/compare/dealcloud-vs-redtail-technology) - [DealCloud vs Total Expert](https://www.g2.com/compare/dealcloud-vs-total-expert) - [DealCloud vs Maximizer](https://www.g2.com/compare/dealcloud-vs-maximizer) - [DealCloud vs Zocks](https://www.g2.com/compare/dealcloud-vs-zocks) - [DealCloud vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-dealcloud) - [DealCloud vs Merchant Central by NMI](https://www.g2.com/compare/dealcloud-vs-merchant-central-by-nmi) - [DealCloud vs SmartOffice](https://www.g2.com/compare/dealcloud-vs-smartoffice) ### 9. [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) By NMI **Average Rating:** 4.6/5 **Total Reviews:** 100 Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry. Reviewers say compared to Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Merchant Central by NMI is: - Slower to reach roi - Better at support - More usable Categories in common with Agentforce Financial Services (formerly Salesforce Financial Services Cloud): [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Merchant Central by NMI](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-merchant-central-by-nmi) **Compare Merchant Central by NMI with other alternatives:** - [Merchant Central by NMI vs Wealthbox CRM](https://www.g2.com/compare/merchant-central-by-nmi-vs-wealthbox-crm) - [Merchant Central by NMI vs Practifi](https://www.g2.com/compare/merchant-central-by-nmi-vs-practifi) - [Merchant Central by NMI vs Redtail Technology](https://www.g2.com/compare/merchant-central-by-nmi-vs-redtail-technology) - [Merchant Central by NMI vs Total Expert](https://www.g2.com/compare/merchant-central-by-nmi-vs-total-expert) - [Merchant Central by NMI vs Maximizer](https://www.g2.com/compare/maximizer-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs Zocks](https://www.g2.com/compare/merchant-central-by-nmi-vs-zocks) - [Merchant Central by NMI vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs DealCloud](https://www.g2.com/compare/dealcloud-vs-merchant-central-by-nmi) - [Merchant Central by NMI vs SmartOffice](https://www.g2.com/compare/merchant-central-by-nmi-vs-smartoffice) ### 10. [SmartOffice](https://www.g2.com/products/smartoffice/reviews) By Zinnia **Average Rating:** 3.7/5 **Total Reviews:** 28 CRM system for Insurance and Financial Services Reviewers say compared to Agentforce Financial Services (formerly Salesforce Financial Services Cloud), SmartOffice is: - Slower to reach roi - Easier to admin Categories in common with Agentforce Financial Services (formerly Salesforce Financial Services Cloud): [Financial Services CRM](https://www.g2.com/categories/financial-services-crm) **Compare:** [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs SmartOffice](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-smartoffice) **Compare SmartOffice with other alternatives:** - [SmartOffice vs Wealthbox CRM](https://www.g2.com/compare/smartoffice-vs-wealthbox-crm) - [SmartOffice vs Practifi](https://www.g2.com/compare/practifi-vs-smartoffice) - [SmartOffice vs Redtail Technology](https://www.g2.com/compare/redtail-technology-vs-smartoffice) - [SmartOffice vs Total Expert](https://www.g2.com/compare/smartoffice-vs-total-expert) - [SmartOffice vs Maximizer](https://www.g2.com/compare/maximizer-vs-smartoffice) - [SmartOffice vs Zocks](https://www.g2.com/compare/smartoffice-vs-zocks) - [SmartOffice vs AdvisorEngine CRM](https://www.g2.com/compare/advisorengine-crm-vs-smartoffice) - [SmartOffice vs DealCloud](https://www.g2.com/compare/dealcloud-vs-smartoffice) - [SmartOffice vs Merchant Central by NMI](https://www.g2.com/compare/merchant-central-by-nmi-vs-smartoffice) ## Explore Articles - [Highly recommended sales management software services](https://www.g2.com/discussions/highly-recommended-sales-management-software-services) - [What platform integrates translation management with CMS systems?](https://www.g2.com/discussions/what-platform-integrates-translation-management-with-cms-systems) - [What's the best app for managing corporate events](https://www.g2.com/discussions/what-s-the-best-app-for-managing-corporate-events) - [What's the best spend management app for small businesses](https://www.g2.com/discussions/what-s-the-best-spend-management-app-for-small-businesses) - [Which low-code development platform is the best for enterprise solutions](https://www.g2.com/discussions/which-low-code-development-platform-is-the-best-for-enterprise-solutions) - [Is there a free trial of Alteryx One to test its core capabilities before committing?](https://www.g2.com/discussions/is-there-a-free-trial-of-alteryx-one-to-test-its-core-capabilities-before-committing) ## Spotlight Categories - [Digital Experience Platforms (DXP)](https://www.g2.com/categories/digital-experience-platforms-dxp) - [Relational Databases](https://www.g2.com/categories/relational-databases) - [Digital Signage Software](https://www.g2.com/categories/digital-signage)