--- 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 226 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: 226 scale: '5' date_modified: '2026-07-02' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Reviews **Vendor:** Salesforce **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 226 ## About Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 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. ## Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Reviews ### 1. Almost Perfect: Loved by Everyone who Uses It **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer H. | Director, Commercial Enablement, Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Nearly universal in the industry means lots of innovation by default from diversity of users across multiple industries. Solutions easy to cross-apply. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Difficult to get data out of Salesforce and into our edw. Difficult to onboard different lines of business and make sf work for all of their unique needs. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Activity monitoring and forecasting and pipeline management. This helps us by giving us insight into where our prospects are and where our cross selling opportunities are. ### 2. Review of Salesforce Financial Services Cloud **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like how Salesforce Financial Services Cloud centralizes client data and provides a 360-degree view, making it easier to manage relationships and deliver personalized experiences. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Sometimes Salesforce Financial Services Cloud can be complex to set up and customize, especially for teams new to the platform. Certain features require additional configuration or training, which can take extra time and resources. However, once properly set up, it’s very powerful for managing client relationships and data. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Salesforce Financial Services Cloud helps solve the problem of fragmented client data by providing a centralized platform where all client information, interactions, and financial accounts are visible in one place. This benefits me by making it easier to track relationships, collaborate with team members, and deliver personalized experiences efficiently, ultimately saving time and improving client satisfaction. ### 3. Well encompassing and good for beginners. **Rating:** 4.0/5.0 stars **Reviewed by:** Dylan S. | Underwriter, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** For beginners using this type of software, it is easy to learn and understand, and has everything you need. It is easy to navigate and therefore will retain a lot of customers. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I think the software may be a little basic for advanced users. Once customers become more familiar and advanced and their needs for the software change, they may look for new products. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** The product has help me organize and analyze to make my job easier. Trying to track finances through paper can take more time and lead to more errors. ### 4. Perfect for Data Tracking, But Needs More Flexibility for Junior Users **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** For my line of work in charity it is the perfect tool for recording service users, programme tracking, external partners. We can use all the data to then translate into Power Bi **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It's not a very intuitive platform at times. It seems that there could be a lot more opportunity for a junior worker to have more power to adapt and suggest changes. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** The key area it benefits in my work is building customer relationships particularly with new clients. The way you can link emails from outlook means various workers can maintain the same relationship and not repeat info ### 5. Easy to use and interactive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** What I like most about Salesforce Financial Services Cloud is its ability to unify all relevant customer data in one place, making it easier to offer personalized, agile, and proactive service. Additionally, its analytical tools and automations help make more informed and customer-focused strategic decisions. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** What I don't like about Salesforce Financial Services Cloud is that, although it is a very powerful tool, its initial setup can be complex and requires a considerable learning curve. Additionally, certain advanced customizations may involve additional costs or depend on specialized technical support, which can limit teams with fewer resources. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** One of the problems with Salesforce Financial Services Cloud is that its high customization capability can make it complex to implement without specialized technical support. This represents a challenge, but it also benefits me because it forces me to better understand the business processes and optimize them from the start. By investing time in its proper configuration, I obtain a solid platform, tailored to my needs, which improves productivity and long-term customer relationships. ### 6. Great for Wealth Management, but Sometimes Slow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It is the best at handling wealth mgmt clients and information. Very handy in setting up an org quickly. One of the finest Enterprise tools available on the market **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Slow sometimes. Requires a lot of drop lighting knowledge and sometimes it can be daunting for you are never seen you. You just to use them so maybe make the UI more intuitive **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** It helps us all the CRM problem where all the clients are not getting enough touch points from the sales people so banks can reach out to them on a timely basis and can have adequate follow-ups and that can expedite the sales process ### 7. Great Out-of-the-Box Data Model and Business Process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Out of the box data model and built in business processes to help the customers get a head start. With option to onboard Sales and Service cloud it enables the customers to automate their processes with key business outcomes. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The option to pick and chose the capabilities that are being utilized vs what are not being utilized and dashboard to show the usage would be really helpful. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We are trying to standardization the experience for all lines of businesses across the company, each LOB has their own Salesforce instance so encouraging all line of businesses to use similar end user experience for all of our reps. ### 8. Easy Product Management and Customizable Solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The ease of use of showing all the products a customer owns and the ability to customize the out of the box solution to make it your own. The flexibility is what makes the product shine. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Some of the relationship functionality. It’s a bit cumbersome to build out all the interrelationships between personal and business . The new Finserv Standard platform does address some of the issues with the historical managed package. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Seeing all the accounts in one centralized page helps dramatically. Our call center and front line associates see the snapshot of our customers first and foremost helping them in their day to day activities. ### 9. Salesforce Financiql Services Cloud has made my life easier than ever **Rating:** 4.0/5.0 stars **Reviewed by:** Aboubacar Sidick K. | Relationship Manager SME, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It has made my job research easier to make. I was suffering a lot before to get a job online without knowing someone. but this has revert the issue because I can have job easier than ever. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Not so easy for beginners. The using tools are to sophisticated for beginners. You should have made it more easier to use. It will bring more utilizations **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Salesforce Financial Services Cloud is solving too many issues related to unemployment and getting money quickly after a short or occasional job. This is great ### 10. Great Account Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** FSC has been great for our business, the householding of accounts and ease of navigation has been fantastic for our users in allowing us to provide truly great service **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I feel that there is still a lot of custom work that needs to be done in order to make it what our business was hoping for. Coming from a homegrown system where we had total flexibility, we needed a bit more customization than expected **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** FSC is helping us by allowing for easy viewing of household accounts within our salesforce instance which leads to better outcomes for our clients and easier use for our employees ### 11. Team Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 02, 2025 **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 brings everything into one place. As an investment advisor, I can see a full picture of the client’s profile, including financial goals, interactions, and account details which helps me provide more relevant advice. It also makes collaboration with relationship managers much smoother since we’re working off the same information in real time. Overall, it saves time and helps us deliver a more personalized client experience. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** One thing I find challenging is that some parts of the system feel overly complex or require too many clicks to get to simple information. And also, it takes quite a bit of training for new team members to feel comfortable using it fully. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Managing complex client relationships and their financial needs in one place. Before using it, keeping track of all interactions, accounts, and financial goals was time-consuming and prone to errors. ### 12. Sr Dir of digital marketing **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like that house holding is built in as it aligns with our current data structure. Additionally the built in compliance and regulatory audit components are welcomed. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It can fairly complex on the learning ramp. And I know the various integrations can help make those connections but every financial institution has such a complex stack that having some sort of training package would be ideal **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We don’t currently use Financial Service cloud but it is in our consideration as we look to merge next year. We do appreciate Salesforce tailored solutions that work with its ecosystem. ### 13. Great 360° Customer View and Industry Features, but Some Drawbacks **Rating:** 5.0/5.0 stars **Reviewed by:** Hanumat Prasad K. | Senior Vice President, Chief Architect & Digital Innovation Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** 360 view of Customer Industry Specific features Integration capabilities Automation and Productivity Scalability Best for the existing Experience Cloud customers **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Cost and licensing model complexity Implementation challenges Performance tuning and capability planning Adoption from the existing experience cloud **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Customer 360 Industry specific solutions Integration capabilities automation Customisation and integration Scalability solution who use nCino and other products ### 14. Easy system **Rating:** 5.0/5.0 stars **Reviewed by:** Blake R. | AB - ME, Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It makes day to day operations a breeze, helps with organization and prioritization of specific functions. Salesforce is such a helpful tool not sure what we’d do without it. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Some lag at times but for the most part I have experienced no issues in my time working with salesforce. I would only recommend more personalization but that also comes from the administration side **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** With day to day operations and handling of leads sorting and scrubbing. Maintaining that front with very little issue. Making daily operations easier overall ### 15. Wealth Management Focus **Rating:** 5.0/5.0 stars **Reviewed by:** Daraimy V. | Service Officer - Banking Business Operations, Enterprise (> 1000 emp.) **Reviewed Date:** July 07, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like that Salesforce Financial Services Cloud offers a complete view of the client’s financial life. It helps manage relationships more personally and keeps everything compliant and efficient in one place **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** “One limitation is the rigidity in some compliance workflows. While it’s great that it prioritizes regulations, highly regulated firms may still need to build additional customizations to fully align with local or regional compliance needs **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Salesforce Financial Services Cloud solves the problem of disconnected data and manual client tracking. It brings all client information—financial goals, interactions, and documents—into one place. For me, that means better productivity, more personalized client service, and easier compliance management. ### 16. Salesforce is a powerful tool for organizing client data and improving productivity. **Rating:** 4.5/5.0 stars **Reviewed by:** Yereny P. | Senior Service Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** What I like best about Salesforce Financial Services Cloud is how it gives a full view of each client and makes everything more efficient personalized service, easy workflows, and better relationship management all in one place. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** What I dislike about Salesforce Financial Services Cloud is that it can feel overly complex at times there’s a learning curve, and customizing it to fit specific needs can be time-consuming without the right support **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Salesforce Financial Services Cloud solves the problem of scattered client information and manual tracking everything’s in one place now, which makes my work more efficient and helps me give clients a more personalized experience. ### 17. Modern, Intuitive & Cross-Compatible **Rating:** 4.0/5.0 stars **Reviewed by:** Terez H. | CSR, Enterprise (> 1000 emp.) **Reviewed Date:** July 16, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I worked for multiple insurance/financial firms and this software was utilized in most of them. The UI/UX was always pretty modern and pretty intuitive and it always seemed to be cross-compatible with other softwares **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** That it is not aesthetically how I would like it to look and that there aren’t more customization options. Also I would like the ability to insinuate AI into the software more as time goes on **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** It is solving cash flow tracking and customer retention metrics for the most part and this allows us to better rank out priorities from one fiscal quarter to the next ### 18. It’s very synchronized with all data in the data base. **Rating:** 5.0/5.0 stars **Reviewed by:** Arthur M. | Accounting Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I really like how convenient each category of information is able to be found quickly. And it’s not hard to read. If I had more categories, I would use them in salesforce **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I guess I really like how simple the platform is to learn & teach. I’ve also utilized it in different industries where I’ve had to retain clientele or book of business. Not much to dislike **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** It’s saving time and money from filing paperwork and a file cabinet to digitizing it on a screen. Or mobile device with Internet connection anywhere.. ### 19. Great Platform for Banks and CMRM, but Needs Add-Ons for Perfection **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It is a great experience for banks, from customers to associates. It is a great platform for our CRM. It adapts well to building on it. We appreciate the flexibility we have using the product. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It doors not provide everything a user needs. It does require additional buildout and applications to make the most. It does have good structure to build upon though. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** It is helping us solve our banks need for a core system of engagement. Users appreciate the ease of use and developers appreciate the ease of customization. ### 20. Great for End User Account Viewing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The ability for end users to view accounts in their personal information page and how it can best be helpful in day to day use. Users are also excited about it. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The cost can be very pricey for a small business financial institution where there are only a minimal amount of consultants and customers that we serve. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** It solves the issue that we have when we run across customers that can be difficult and occasionally agitated. The more informed the user the and end users the better for us. ### 21. Review of Salesforce Financial Services Cloud **Rating:** 3.5/5.0 stars **Reviewed by:** Ishita P. | Senior Quantitative Modeling Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** July 07, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** 1.Client-Centric Data Model, 2.Built-in Einstein AI provides lead scoring, next-best actions, and predictive insights, 3. Pre-built industry-specific dashboards for KPIs like assets under management, pipeline, referrals, etc. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Salesforce FSC can be complex to configure, often requiring developer support. The large feature set adds overhead, and integration with legacy systems isn't always seamless. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Salesforce FSC helps streamline client relationship management by consolidating data across accounts, households, and financial goals into a single view. It reduces manual processes through workflow automation, improving advisor productivity and ensuring regulatory compliance. This has led to faster client onboarding, better service personalization, and improved team collaboration. ### 22. Excellent in a sales consultant role **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Salesforce was very easy to use and a well-structured CRM. Conducting follow-up was efficient and made easy. Customer information is sufficient and all tabs are helpful for keeping customers engaged **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The system did have issues loading on several occasions, with no warning. Mainly technical issues I would say. Also if a number in the system was not able to receive SMS, the failed message was hardly noticeable and no full notification was given in that tab! **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Maintaining a book of business and conducted daily follow ups with clients. Everything is centered in one place and easy to navigate. Integrationg with company systems is also seamless, allowing for more time effiency. ### 23. Great Industry Focus, But Lacks Support for Regional Regulations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Financial services cloud includes most of what you really need to support a bank crm. The focus on this industry means that customization isn’t always required **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** There isn’t enough support of what financial services needs as a product for geographic regulations and current market trends. Bank are complex and we continue to have to add on **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Scheduling appointments and lead distribution, management, nurturing and coaching have been moved from legacy progresses and modernized. Calendar management as well as a rudimentary level of reporting are enabled as well ### 24. Great Data Model, But Overwhelming to Understand All Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like the Data model and that it allows for use to build a loan origination system. We have built a business loan origination system action system on top of FSC. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Understanding everything included with purchase of the platform. I do think that the new Salesforce Go will be helpful in u deranging all components though. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** It’s solving the need as a CRM across our FI as well as a loan origination system. We also used it to track leads and referrals for our retail spaces. ### 25. Great Reusable Integrations, but Pricey **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Clean service integrations that are reusable for our agents and extensible for our customers on the front line. The iterative roadmap is also feedback driven. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Cost is too high for the price. I wish the experience was provided ootb with service cloud. That said Omni script is a game changer for API integrations digitally. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Customer servicing for our bank customers across multiple business units. Retail focused with a need for sales and service across voice and chat. Inclusive of wealth advisory and service flows. ### 26. A Powerful but Complex CRM for Financial Institutions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Client engagement, workflow automation and purpose‐built data model for financial services. Enhance customer relationships and improve operational efficiency. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Complexity of setup & customization, the licensing price is relatively high. The platform’s navigation and user-friendliness could be better. System can be slow when dealing with high volumes of data. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** One issue that FSC is resolving is fragmented Client Data Across Systems. FSC unifies client information such as accounts, households, financial goals, interactions, into one central platform. ### 27. I really like to use salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Emely L. | Service Officer • Business Banking Operations, Enterprise (> 1000 emp.) **Reviewed Date:** July 05, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Is easy to use, we can access from anywhere, is one of the most important customer Relation management platform, help teams to make faster decisions based on customers data **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The could Enhance AI yo better understand the client financial goals Regular updates and system maintenance require dedicated resources Licensing fees can be steep, specially for small businesses **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Manual repetitive processes; action plan and workflow automation streamline recurring task as onboarding, compliance checks and follow up. The team can save time, reduce error and focus on building relationships instead of chasing paperwork ### 28. Great Out-of-the-Box Features, but Costly and Complex for Existing Users **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Out of the box functionality for most of financial services requirements like wealth, disputes, deposits, etc. easier data model to work with and leverage **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** If you are already on a non FSC data model the refactoring is extensive and expensive negating the benefits. Additional licensing cost to leverage that functionality **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Solved the debit/credit dispute problem with a holistic and integrated solution that is modern, quick and scalable including some standard integrations with core banking products ### 29. Easy access to information anywhere **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Easy access to information produced by the entire team. Online access so quick to log in when travelling. Reports can be generated without programming. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Would have appreciated if Task-fields allowed us to format text and to include charts and photos. Would like to store notes in a format similar to MS Word. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We store information on meetings in the system. Hence we then can retrieve previous conversations and compare what the decision makers said in earlier meetings. ### 30. Great Connectivity and Features, but Setup and Change Management Need Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Seamless activities and connectivity. It allows us to use technology that we couldn’t use in the past. The pain points are alleviated with the use of FSC. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Salesforce SFC connectivity rigid with limited customization, clunky UI, and slow performance hinders agile supervision workflows. I’d like to better this. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** The problems lie in fragmented client and account data with limited visibility. We also have inefficient workflows and are heavy on the manual processes. ### 31. Salesforce: A Powerful Tool For Managing Corporate and Commercial Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Bianyi U. | Oficial de servicios, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** What I Like best about Salesforce is that it helps us manage clients efficiently with secure data, automation and real-time insights, essentially for daily business success. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Salesforce can be complex to customize sometimes, with a steep learning curve and occasional performance lags when handling large databases or workflows. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Salesforce FSC unifies client data, automates tasks, and ensures compliance-helping us deliver personalized service and work more efficiently every day. ### 32. Very good service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** What is most liked about Salesforce Financial Services Cloud is its ability to offer a complete and personalized view of the customer, facilitating more efficient and needs-focused financial attention. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** 1. High cost (licenses, customization, maintenance). 2. Steep learning curve. 3. Complex technical customization. 4. Performance may decrease with large volumes of data. 5. High dependency on the Salesforce ecosystem. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** 1. High cost of implementation and licenses. 2. Complexity in customization and configuration. Benefits me: 1. Job opportunity: Companies need consultants, administrators, and expert developers in FSC. 2. Training demand: You can offer or take courses to train new users. ### 33. Its a good tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Easy to use User interface, fast and responsive, good functionalities, which helps to do the work efficiently and effectively in every work environment **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Can be more simple, a quick walkthrough guides/videos will be helpful to new users, we can add more functionalities, also we can introduce AI to make enhance productivity and minise time **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Clearing up open payroll cases, it helps me track, resolve and analyse the cases, in very efficient and effective manner, very powerful tool, highly recommended ### 34. A powerful CRM tailored for financial services with strong customization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The platform provides a 360-degree view of clients, which makes it easy to track interactions, manage financial accounts, and personalize engagement. Its integration with other Salesforce tools and third-party applications is seamless, and the dashboards help visualize complex financial data clearly. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The biggest challenge is the complexity of setup and customization—while it’s powerful, the initial implementation often requires significant consulting support, which can be expensive. The learning curve can feel steep for new users, and performance sometimes slows when handling large volumes of data. Licensing costs are also higher compared to some alternatives, making it less accessible for smaller firms. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Salesforce Financial Services Cloud helps consolidate client data from multiple systems into a single platform, giving a complete 360-degree view of each client. This eliminates the inefficiencies of switching between different tools and spreadsheets. It also improves collaboration across teams by centralizing notes, documents, and communication history. With relationship mapping, it solves the problem of disconnected client and household data, making it easier to identify cross-selling and upselling opportunities. Automated workflows reduce repetitive manual tasks, which saves time and lowers the chance of errors. Overall, it enhances client service, strengthens compliance tracking, and increases efficiency, allowing teams to focus more on relationship building instead of administrative work. ### 35. Very underrated and really affective **Rating:** 4.0/5.0 stars **Reviewed by:** Subhajit B. | Director commercial technology, Enterprise (> 1000 emp.) **Reviewed Date:** September 19, 2024 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Actually, solves the need of any business, mostly suited for midsize business, but very helpful for managing finances **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Licenses are very expensive compared to what you get **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** 50 solution to create a sink between sales and finance ### 36. Financial services cloud developer experience **Rating:** 4.0/5.0 stars **Reviewed by:** Victoria J. | Analyst, Systems Developer, Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Fast to market finding solutions for development and enhancements to customer experience **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Out of the box components could have better features **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Sun hung financial products ### 37. Service cloud review **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle R. | Enterprise (> 1000 emp.) **Reviewed Date:** September 14, 2023 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The ability to have access to all the new features that gov cloud does not have **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The fact that I also use gov cloud plus and it is limited or does not have the access that service cloud has **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Our ability to solve our financial service needs to best serve our customers ### 38. Excellent experience for our employees **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Fairly easy integrations to legacy systems. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Understanding best practices in the industry for us to adopt from UI design to workshops. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Lead management and reporting (this allows for sales coaching) ### 39. Challenging Implementation But Worth It In The End. **Rating:** 4.0/5.0 stars **Reviewed by:** Luke L. | Systems Analyst - Salesforce, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2023 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The core functionality of FSC is amazing. The scalability is wonderful and customization is simple. Native enhancements are thoughtful. I wouldn't even think anything would be able to compete. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Enhancements are focused on banking and insurance. It would be nice if there was an emphasis on wealth management and more integrations. Also, would be wonderful to have a focus on relationships not sales. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** On-boarding, relationship management, meeting notes and inter-departmental communication. We were historically communicating via email and tracking on spreadsheets. ### 40. Great software with continuous enhancements **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 29, 2023 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Great platform with continuous enhancements and a team of account executives that are brilliant to help navigate. Data model is fit for wealth management activities and make it easy to provide good client experience. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Einstein activity capture which we are heavily relying on is flaky and not working properly and the Salesforce support team is not able to help ! **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Data model supporting wealth management activity and allow to provide colleagues a 1 stop shop to provide a great client experience. Feature keep being added to improve colleagues and client experiences. ### 41. Great product be prepared for lots of time and money **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It is a great tool is if set up well. Take the time to understand how long things actually take to develop and implement. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The time it takes to set everything up and deploy I'd much longer than anticipated. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Centralized location of tools and information for everyone to access company wide. ### 42. Salesforce Finance Cloud- Review **Rating:** 4.5/5.0 stars **Reviewed by:** Utkarsh Y. | Business Intelligence Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** January 09, 2023 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The flexibility, change requests and user stories are easy to develop and even more easy to deploy. Whether you want to do it with coding or without coding, Salesforce provides you with all the services and customizations. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The processing power, it's a pro and con both. If we deploy a large size functionality, the server has crashed a few times which has resulted into buisness loss. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We are using Salesforce Finance Cloud for a huge Lending Firm. It provides us with the flexibility to make changes and support such a huge project which involves millions of people. ### 43. Great tool if utilized properly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Ability to gain visibility into the associates day to day activity. Understanding and measuring what they do allows the organization to better plan around next steps. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It's challenging to deploy without a very strategic company wide plan. In most organization's I've worked at, it was deployed without this plan. If there was some way to make the adoption process simpler it'd be great **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Business process for bankers at our organization. From KYC, to lead and prospect organization, it gives the banker the ability to get organized in how they tackle their workload ### 44. We have a great experience using it **Rating:** 4.5/5.0 stars **Reviewed by:** Vineel r. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** This is really helpful clouds for service cloud case management and we are happy to address all the issue **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Nothing much. I don't have anything to give negative feedback **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We are on health cloud and we are having clinical data. We have billing info for all the apps ### 45. Financial Cloud Services **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2023 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Household accounts and Financial Accounts changed how we're able to interact with customers **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Some of the objects are too granular in the object model **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Allowing Mortgage Sales to operate on a modern platform ### 46. CRM easy for all **Rating:** 5.0/5.0 stars **Reviewed by:** Javier Adrian V. | Business Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** December 23, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Easy to find customers by name, phone number, company name or even using the notes, all this makes a phone call flow be easier for all employees, and eficient in long working hours **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I use to like more how fast was using SalesForde classic, to surf between pages is faster, just that, all new system (lightning) works perfect in my opinion and for the last 2 years i have been iusing it **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Stop looking for an other option SalesForce handles all info the best way possible, beleive me, i have used many other CRMs no one as friendly to use like this, also easy to track updates with other systems and departments **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** It manages all the clients we habe to call on a sales day to porspect, also links with Back Office so that any change in the sales status updates ASAP to sales force avoiding two different departments have contact with the same person ### 47. Customer care executive **Rating:** 4.5/5.0 stars **Reviewed by:** Mustafa S. | MIS Associate, Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2022 **Describe the project or task Agentforce Financial Services (formerly Salesforce Financial Services Cloud) helped with:** Sales force helps in providing resolution to customers in a lot of sectors . Our company use Salesforce to keep track of customer history and interact with them with them for loans and financial help **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like how we can link it with any cloud calling software and instantly get in touch with customer . We can keep track and records. Provide resolution and services through tickets that we can generate from Salesforce **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Sometimes the servers are down other than that it's an excellent product and a lot of companies uses this to provide better customer satisfaction and achieve its goals **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We're solving financial problems of customers by giving them loans and financial aids. I realised the benefits of sales force is that we can link itbwith cloud calling software ### 48. Needs, an overlay to make it functional **Rating:** 3.5/5.0 stars **Reviewed by:** Lee C. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2022 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It is an open software, and allows api integration, unfortunately due to the complexity of choice a salesforce specialist is needed to get the most from the software **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Not knowing what exactly is included in your licence agreement and high turnover of staff assigned for customer relations **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Open integration and bespoke functionality ### 49. FSC **Rating:** 5.0/5.0 stars **Reviewed by:** Drew S. | Associate Director, Digital Engagement - Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** KYC/Onboarding, Personal Account data model, Households & Relationships, Automated workflows, ease of use **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Cost/Price, updated marketing materials that reflects the same product lines **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Better way to manage book of business (Leads, Policies, AUM) ### 50. Simply the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Brandy S. | HR/TA Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** December 28, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The interface is very simple and makes finding things super easy and user-friendly. I especially like how you can't really mess anything up. Much better some of the other products I've used. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Not really anything to dislike aside from the fact that the app runs slow if there are too many tabs open and in my line of work, it's necessary to look at more than one screen of data. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Client management and data, but also reports are so easy to create!!! ## Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Discussions - [What is Salesforce Financial Services Cloud used for?](https://www.g2.com/discussions/what-is-salesforce-financial-services-cloud-used-for) - [What does Salesforce software do?](https://www.g2.com/discussions/salesforce-financial-services-cloud-what-does-salesforce-software-do) - [What are the features of Salesforce?](https://www.g2.com/discussions/salesforce-financial-services-cloud-what-are-the-features-of-salesforce) - [What is financial cloud?](https://www.g2.com/discussions/what-is-financial-cloud) - [What is Salesforce financial services cloud?](https://www.g2.com/discussions/what-is-salesforce-financial-services-cloud) - [View Agentforce Financial Services (formerly Salesforce Financial Services Cloud) pricing details and edition comparison](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-02+16%3A32%3A30+-0500&secure%5Bsession_id%5D=a9b77e61-a886-457c-9c57-dfbbcdc5f2ac&secure%5Btoken%5D=9c1ef4c091154006301c1e7183383bbc83bbf662ff92068c5452dba8fb3fe3f2&format=llm_user) ## Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Integrations - [6sense Revenue Marketing](https://www.g2.com/products/6sense-revenue-marketing/reviews) - [6sense Sales Intelligence](https://www.g2.com/products/6sense-sales/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - 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[Salesforce CRM Dashboards](https://www.g2.com/products/salesforce-crm-dashboards/reviews) - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - [Salesforce Data 360 (formerly Data Cloud)](https://www.g2.com/products/salesforce-data-360-formerly-data-cloud/reviews) - [Salesforce Loyalty Management](https://www.g2.com/products/salesforce-loyalty-management/reviews) - [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Tableau](https://www.g2.com/products/tableau/reviews) ## Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Features **Conversation Intelligence** - Action Items - AI Meeting Transcription - Sentiment analysis **Content** - Automation **Workflow** - Triggering - Email drafting - Form Pre-fill - CRM Auto-Logging **Compliance** - Document verification - Language Monitoring - Audit Trail - Access Control - Triggering **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Insights** - Next Best Action - Client Interaction Analysis - Revenue Opportunity **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Alternatives - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews) - [Practifi](https://www.g2.com/products/practifi/reviews) - 4.3/5.0 (78 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)