# 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 a Financial Services Agentic Enterprise with the world’s #1 AI-powered platform for the banking, wealth, and insurance industries. Financial Services Cloud unlocks and unifies data from across the enterprise so you can deliver personalized client engagements using purpose-built automations, industry-specific data models and Agentforce embedded in the flow of work. Free your teams to focus on what matters most, your high value work. Grow Trusted Relationships Deliver seamless and personalized interactions across every touchpoint. \* Unify data across lines of business to provide a 360° client view \* Strengthen trust with personalized onboarding, advice, and service \* Empower bankers, advisors, and agents with actionable insights \* Increase deposit growth and wallet share with AI-informed engagement Reduce Cost to Serve Drive efficiency with automation and digital labor. \* Streamline service with out-of-the-box workflows and automation \* Reduce manual processes with low-code/no-code customization \* Accelerate case resolution with AI-powered Agentforce \* Lower operational costs while improving productivity Personalize at Scale Deliver intelligent engagement with precision and empathy. \* Activate real-time data and segmentation across systems \* Use AI to generate tailored product offers and communications \* Engage customers and policyholders across digital and human channels \* Enhance loyalty with timely, relevant, and personalized journeys Mitigate Regulatory Risk Operate with confidence in a highly regulated industry. \* Embed compliance guardrails in every workflow \* Monitor and enforce policies with AI-driven controls \* Ensure auditability with secure, explainable data and insights \* Reduce risk across front, middle, and back-office operations ## Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Reviews ### 1. Salesforce Fin Serv Cloud **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Salesforce Financial Services Cloud is a sleek and easy to get familiar with service. It has helped in making things more streamlined in our process and has made my life easier from day to day. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** There is very little that i dislike in the use of Saleforce Financial services Cloud. The only complaint may be when I use my personal computer and it is not as fast as I would like, but that is a computer problem not a program problem. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** It has helped in visualizing our Opportunities with clients and simplified the process of recognizing ways to grow. It has certainly sped up our processes with an easy to use drop and drag system. ### 2. An amazing CRM to manage your company. **Rating:** 5.0/5.0 stars **Reviewed by:** Roberto d. | TI Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Customized reports. And a perfect organization of our company data. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Maybe the only thing is that sometimes it's not too friendly for some users. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We did automatic processes that helped us with our clients. ### 3. Best CRM software!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Great cloud based CRM on the market. Wide range of uses which include record management. I recommend this to all. I have dealt with customer service which I found was top notch! **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The price is definitely more expensive. But you get what you pay for so I do understand why it's priced higher than other alternatives. That's about it for dislikes. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Na **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** The problems I am solving with sales force is saving time on tracking prospects and opportunities. Expediting billing and invoicing also saves me time which is awesome! ### 4. Good platform centered around customer **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2022 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Intuitive with constant new features and great support **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Not using it ti full potential as case management only **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Very adaptable to fast changing org **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Supporting building a new bank ### 5. Effective and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Kemily C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like how simple and effective salesforce makes their interface/dashboard. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** There is nothing as of right now that I dislike about salesforce. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Keep your employees happy because support is always the best when an issue arises with Salesforce. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Salesforce helps me use my time more effectively when handling my leads and making all the contacts I need to make. ### 6. APEX by Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Endia T. | Licensed Insurance Agent, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The leader in technology for customer management. Training is outstanding, and I'm learning new things every day about this system. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I wish it could sync to all my emailed leads and be a little easier to navigate when looking for customer policies. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** TAKE THE TRAINING! You cannot learn everything on your own when using this system. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Being able to keep track of prospect transitiong. ### 7. Good function, limited granularity **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** user interface and collaraborative workflow internally allows for easy use when remote **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** cumbersome feature sets that aren't utilized **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** make sure you have a level of adoption and utilization that is going to be given by the team before throwing it into implementation. Also, AP needs to be tested proactively with integrated payment files first. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** quarterly and annual reviews; accruals and budgeting forecasts ### 8. Integration is perfect, reporting is lacking. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The integration with Salesforce was seamless and incredibly easy for even a junior level admin to complete-it was very convenient having everything in one database for finance and sales information and reporting. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The reporting and customization was lacking- it was difficult to combine some objects to get the right insight the finance team wanted. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Giving sales reps insight into financial payments and invoices for their clients was beneficial- the usability was good as everyone was already familiar with salesforce and how it works. ### 9. Customer Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The Salesforce Financial Services Cloud allows me to keep my clients and pipeline organized, clear, and actionable. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The user interface could be a little easier to navigate and have a sleeker look. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** The ability to bill and track my customers through the invoicing process. ### 10. Such seamless insights to succeed **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I can manage my pipeline and forecast my month. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Currently it doesn't integrate everything I use in my day to day **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Predicting my financial health for the month I'm in and the next one ### 11. Very good software to track everything on my customers accounts **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** data analysis really easy to pull into reports **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** None so far that I have disliked except for lightning I much prefer classic view **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** I'm not sure as everything is handled through our IT department ### 12. Easy way to store all the data of a customer 360° **Rating:** 5.0/5.0 stars **Reviewed by:** Ashwin P. | Senior Customer Service Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** cloud base services gives access at the faster speed to data of customers and many more details **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Dislike in the sense we cannot say thay but still some tabs need to improve. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** one click quick access of customer data , history of reqeusts raised by customer ... meeting mapping n also data interaction. ### 13. Best products for sales and financial services **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** August 28, 2021 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It's user interface is very easy to understand and user friendly as well **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Omni channel functionality is little fussy **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Api integration, customer profiling ### 14. Robust and well-structured tool for high quality financial work. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2020 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Salesforcé Financial is a software that I consider to be designed with a very complete structure, since it allows us to work in a fast way, focused on the important objectives and totally modern. The software is very adaptable to the different work needs that are required to complete any kind of financial project, allowing us to provide very personalized advice to our customers, have a vision of everything that happens through its bright and broad graphics. Sales forcé is a totally cloud-based software, it has a great support team capable of providing answers to any question and providing support quickly if necessary, it has a fairly wide, modern interface and very fast operation to work with complete peace of mind. Personally I am quite confident about this platform, as the experience I have gained has been impressive. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** One of the few disadvantages of using salesforce financial is that it's difficult to operate when you're a beginner, since the service doesn't have any documentation and the platform is very broad. Its cost can become a problem when you have budget restrictions, since this service compared to other alternatives is quite expensive, however its high quality and great performance is why it's worth acquiring this service. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** It really is a platform with a great reputation, the service has a brilliant support team and high availability at the time you need it most. Salesforcé Financial is a totally innovative platform, it's very productive, and its customization capabilities are very high. For beginners it can be a bit complex software to use but in a very short time it is easy to adapt to your system. From my point of view this service has no comparison with any of its competitors because of how favorable it is for financial work. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Sales forcé financial is considered a valuable tool for our team, as a platform that allows us to provide complete accessories to our clients, create solutions according to their needs and evaluate their progress through extensive graphics that provide us with valuable information. The tool has allowed us to work with high performance from the beginning, saving time and keeping us completely updated. ### 15. Salesforce Financial Services Cloud is a must have **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel R. | Vice President, Senior Compliance Officer, Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The Salesforce Financial Services Cloud is great because it has a great layout and is very user friendly. It is an instrumental tool in the way Advisors, back office compliance, and clients connect with each other. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** There is nothing I dislike about the program except. It is always very reliable. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** The Salesforce Financial Services Cloud is a must have because it has a really good wealth management system and uses CRM which allows advisors to connect with the back office Compliance in a meaningful way. ### 16. Salesforce good **Rating:** 4.5/5.0 stars **Reviewed by:** Francesca R. | Credit Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2019 **Describe the project or task Agentforce Financial Services (formerly Salesforce Financial Services Cloud) helped with:** Salesforce helps me for customers database, statements of accounts, dunning process, reporting **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It is easy to use and to customize, it is a smart tool **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** At the moment nothing to dislike, I’m working so well with this tool **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Save time working better ### 17. Good Tool for Client Analysis **Rating:** 4.0/5.0 stars **Reviewed by:** Zain S. | Product Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2018 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like the clean and clear data mapping when analyzing data. It helps to see and predict trends as well as certain inconsistencies that could be occurring.This will give a much better oversight of the entire business operation and help to forecast future casts. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The sheer amount of data that can be presented in a report/displayed can be overwhelming and trying to find out exactly what fields and values you are needing can quickly turn into a cumbersome process. Having some functionality that only works in lightning compared to classic makes it difficult to track down the root cause of certain issues. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** It is a very easy platform for your team to implement and use especially if the operational side of the business is already using a Salesforce platform. However even if you have not implemented Salesforce there can be data feeds sent to this platform easily from what I hear working with our developers and are able to convert those data maps into our in house fields. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Some business problems that have been solved using Salesforce Financial Services Cloud were finding out certain required data fields our client wanted were not being populated or being received from out hub feeds. This would have had an impact on our SLA's but they were caught early enough using Salesforce to not have a significant impact. There are a copious amount of benefits such as but not limited to the ease of view-ability for all of the financial services. ### 18. Amazing App **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa C. | Data Entry Clerk, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** What works best for my company is how fast the updates are, when one person edits the other can see within seconds. Also if there are additional tabs we would like to add and use instantly, salesforce will allow it. Love how it specifys who made changes, the documentation is brillient. The drop down options work well, the drag and drop also makes things easier. Love how it connects well with 'dropbox'. You can also chat with your employees/managers via the chat, which does save us from walking to there desk for a simple question regaurding an assignment. I've found this to be a usefull app ! Five Stars! **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The one thing I have disliked is how it fails to notify you when someone is conducting a new edit, while you are on editing mode already. It happened too many times where I am in the middle of editing, and once "I" am finished and ready to "save" it tells me that "so and so" was making edits while I was and therefore I had to cancel all my fields and spend another 20mins re-entering all my data, there should be an alert that comes on that will allow the person to get a chance to save before making futher changes by someone else. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** It can be used in many ways. I recommmend giving it a shot before considering its not usable. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** It has benefited our company by getting organized, and staying detailed orientated. ### 19. Its one of the best Financial Services Cloud **Rating:** 4.5/5.0 stars **Reviewed by:** Peter D. | Customer service & Data Entry , Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** They provide free trial for the product so you could try the service before buying it , the site is very secured so your information and your customer data is secured don't worry , they have 24/7 online support , there is a lot of ways for training like documentation , webinars , live Online and in person **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The site is somewhat slow but not bad by the way if you have a high internet speed you won't notice that , if you are new in the financial Services it wont be easy for you to use the product until you see how to use it and train on it using the ways they provide . **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** You should use this product it will really help you in your job , make it really easy to contact with the customer , you could try it before buying the product because the provide free trial so you will try every feature they provide like : Asset Management - Marketing Management - Relationship Tracking - Lead Management - Team Assignments - Influence Tracking - Account Alerts . **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** The product gives me asset management , marketing management , lead management , account alerts , you can add tasks and events to remind you and a lot of things , it makes the contact with the customers and see the work more more easy and i can finish the work faster than normal using it . ### 20. Senior Financial Analyst **Rating:** 4.0/5.0 stars **Reviewed by:** Tamar E. | Senior Financial Analyst, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like that entire loan management system is used by one program. I like that on one page all the information is given. It easy to scroll down through pages and even if someone doesnt know how to use salesforce its very easy to explain. It is also very helpful when you can add any field to salesforce you need. We have a salesforce team at our company who help us to have the fields we need without any problem **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I dont like that salesforce is slow at some times. we had a call with the salesforce support team and they asked us to refresh the page, log out and in to the system but it didnt seem to work. It took 2 days and after two days Salesforce was working just fine. When something like this happens we dont know how to solve the issue. I also dont like the support team/ We have submitted cases to them a bunch of times but either they are not very responsive or they take too much time to suggest a solution to an issue. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** please be aware that support team of salesforce might be taking some time to get back to your issues **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We have a loan management that is used under salesforce entirely. ### 21. It's a CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Compatibility, ease of use and functionality. I like that I was able to integrate with some of my other platforms, and was able to create process builders to automate much of our order processes. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The Customer Service and account management rank among the worst I have ever experienced. I have had numerous emails out to billing, my account rep and his manager and they simply do not reply. Great at getting back to you when it relates to sales, about the worst I have experienced when it comes to account management. It is clear they do not care. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** So many cheaper CRM options out there they do the exact thing and you can use them out of the box. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Has too many features dumped on the user and not able to pull out just what you need. You need a dedicated person to run SF. Pricing is high for a small company. ### 22. Salesforce Financial has helped me increase my monthly sales. **Rating:** 4.5/5.0 stars **Reviewed by:** Kenneth S. | Account Executive, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like how Salesforce Financial helps me organize and maintain all of my current leads/opportunities in an accessible and easy to use layout. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I have used Salesforce Financial for over a year and cannot think of any real problems. The updates usually do a good job of correcting issues. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** My organization and follow up abilities have increased tenfold because of Salesforce. It is not an exaggeration to say that I have almost doubled my monthly sales total because of my ability to stay in front of my sales reps. I often work on several deals with one rep, and this software allows me to separate conversations with the appropriate project. ### 23. Clean, Organized, Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 19, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like how organized it keeps me with client information no matter how detailed I'd like to be. The reminders I set for myself to reach out to prospective clients every so often is a life/career saver. Use this tool early and often and will resolve many organizational shortfalls you have. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Depending on how detail oriented a user is, it can be seen as overwhelming at first. However, once a User becomes well versed and comfortable with software they will enjoy how simple it makes their life by having all their information in one place. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Input data early as you meet with people because it is easier to maintain data versus input it all later and try to remember information from meetings. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Salesforce has helped me organize prospective clients data, current clients data, and opportunities within the data I've inputted to help keep me feeling organized and efficient with who and when I should be getting back into contact with them. ### 24. Enablement of strong customer relationships at minimal expense **Rating:** 4.0/5.0 stars **Reviewed by:** Manoj L. | Sr Teradata DBA, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The best feature about salesforce financial services cloud is that it provides customized Portlets for each user according to their requirements.This helps in serving existing customers in a much better way by keeping track of their interests , financial assets and acquiring new clients on a ongoing basis. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I dislike the fact that the salesforce financial cloud enablement requires to fill out large number of details in order to get cloud services access thereby making the process of acquiring cloud services but more tedious and time consuming. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We use Salesforce financial services cloud to serve our existing clients in a much better way and expanding our scope of business by offering financial services based on their history and requirements. ### 25. Great tool to keep up on things **Rating:** 4.5/5.0 stars **Reviewed by:** Jerry M. | Senior Financial Advisor, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2018 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The connectivity to current things going on with the company **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Salesfores needs to be more customizable. I want to be able to change default response times **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Having access to many functions and objects we created for our work reports and data tracking that are essential to reporting for my work ### 26. Perfect solution **Rating:** 5.0/5.0 stars **Reviewed by:** Kurien K. | Senior Desktop Engineer, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Salesforce has some of the best features available. It is very intuitive and user friendly and easy to work with. The ability to work seamlessly was crucial and salesforce did that. Having has no experience prior, I found this to be one of the best softwares to use with no prior experience. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Haven't found anything I don't like yet. It just works and its easy to pickup. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** This is the program to use if your trying to manage clients and keep track. It just works and its seamless. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** The cloud version allows for more functionality. It has been easier to import and manage contacts using the online version than the desktop version. ### 27. You get out of it how much you put in **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The application is very flexible and allows me to generate useful reports. Unlike Microsoft CRM, Salesforce allows me to search by client phone number as well. A very useful attribute. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** There are so many options to choose from it's very overwhelming. Takes a while to get use to. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Users should understand that you get out of Salesforce what you put in. If you spend 15 minutes a day creating contacts and updating information you would be able to utilize it to it's fullest. By segmenting clients into different ranks you can make sure to follow up with you A clients which will eventually turn into leads/referrals. ### 28. Smooth. Fast. Easy to learn. **Rating:** 4.5/5.0 stars **Reviewed by:** Krystal C. | Benefits Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The program is easy to learn and fast to work with. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** There really is not much i dont like about this program it's fast it's simple in a sense it's intuitive **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** I would definitely recommend this software it is a great program and works well **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** My business has always struggled with keeping everyone on the same page in regards to the current financial situation our company was in this program has made it very easy for everyone to stay on the same page in regards to our financial situation and therefore it helps us as a team make better decisions because we have more information ### 29. Much easier than creating your own database **Rating:** 4.0/5.0 stars **Reviewed by:** Keith M. | SBA Credit Associate, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like how it's essentially just a large and online database you can use within your company. Makes sharing and tracking information extremely easy for leads. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** There can be a pretty be learning curve in regards to understanding what everything does, how to create something, etc etc. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Find a Salesforce administrator and use them. Train the end-user on everything they could use. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** While I was working at a bank, multiple lenders would reach out to the same client asking the same questions repeatedly. Salesforce cut down on that a lot. ### 30. All About Organization and Utilization To Maximize Sales. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** For me it's all about organization and with this CRM it works magically and helps me achieve my monthly quotas and goals. Very easy to streamline and prioritize what's really important versus a cold lead. In order for someone to be successful at what they do and to have all of the facts you're going to need to have a software program that can manage and keep it all in one place and that's what Salesforce cloud does. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** When having issues with it the support does lag in getting it resolved and there are so many elements to it, just me not being able to know it all is a little daunting. Other than that, I don't have any other things that I dislike about the program. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** N/A **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** This is very important to use if you're looking to be able to organize, prioritize, take notes and data. It's very essential in order to be successful. ### 31. Salesforce Financial Services **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I like that it's pretty easy to use, we tried it out first through a free trial to make sure it was worth the investment. Much of what I need is on one page, and I like that the site is secure . The training videos are also helpful, in case I run across something unfamiliar. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It is very slow at times, and we aren't sure how to fix it when it happens. We've talked to their support team, but their suggestions didn't end up panning out, we just ended up working through the slow periods until it went back to normal. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We've used it to manage our client data, making it simplified and easier to access. ### 32. salesforce review **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher C. | Financial Advisor, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** salesforce was a very fun and exciting way to manage our business. it allowed us to track and see virtually everything. running reports made life much easier from salesforce **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** could be a little too much at times. being that it offered so many tools, some coworkers had trouble with the software **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** if you into big detail then this is the right product for you. there is so much that can be done with this and i felt like we barely scratched the surface with them **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** it allowed us to keep client data and files in a secure place ### 33. Sales force **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Keeps my team and I organized, and creates alerts not just for upcoming client reviews, but also for our prospects. Allows us to share information across a team of advisors **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Almost too many features, wish it could be simplified more **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** pay attention when they teach you how to use, not always self explanatory **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** business benefits: keeps client follow up well organized by creating alerts. This way no client/prospect falls off the books ### 34. Salesforce is an excellent software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The customer service is amazing! I am so happy with the level of customer service I received from my account reps. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The high cost is a challenge, it is not possible for a smaller business to acquire Salesforce. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Definitely make sure you sign up with the right Salesforce partner, it can be hard to maneuver what each different partner offers but ask them to compare against each other to get the best understanding of what there is to offer. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Salesforce solved all of our business needs for CRM, keeping all of the data in one place. We had several data feeds and it was unmanageable and Salesforce really helps organize and then you can focus on strategy and using the data to grow the business. ### 35. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha S. | Marketing Director, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Salesforce is great for tracking clients and all of their information **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Sometimes Salesforce can be a little tedious **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Keeping up with how we separate and categorize clients and wholesalers ### 36. Salesforce Financial Services Cloud **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Salesforce in general is a great tool that is very easy to use once you explore all of the different features. There are so many options for reporting and dashboards and I feel that it has made things a lot easier and quicker. I love that you can automate reporting and dashboards and the data is available for downloading very easily. It makes things easier to share for internal parters and external partners because you can easily remove or add columns, as needed. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** There is nothing that I dislike about the software. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Think about how you will use it and whether the features will fit your needs. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Keep track of financial data, tracking, and reporting. Helping to export the data to automated reports and dashboards. ### 37. Probably great, just hard to get started. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 21, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Connectivity. There are a lot of options to connect people in the office to one another. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The complexity of building a client database/importing an existing database. The format required to upload information is ridiculous and persnickety. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We can use it to import information directly from a client file into a product format, which is great. ### 38. Customer Service Representative **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The Salesforce Financial Services Cloud assistant keeps track of everything you are going through daily **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The fact that only admins can customize what an advisor sees **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Try it out with the trial. It works with many different companies in hundreds of fields, maybe it is right for you as well! **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We are solving the best ways to interact and engage with our clients with Salesforce Financial Services Cloud. The issues that we previously had such as notetaking and other details on the clients have been easily put in one place with Salesforce Financial Services Cloud. ### 39. Amazing product **Rating:** 4.5/5.0 stars **Reviewed by:** Jason E. | Sales & Analytics, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** October 30, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** You won't find a system easier to use than SFDC. It's consistent, straight forward, and an industry staple. Being able to compartmentalize data is necessary to our jobs, so no complaints here. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Administrator privileges can make working within Salesforce tedious, but it's a necessary precaution **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Make sure you get proper training as this is certainly a confusing product for those with limited to no experience. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** We can easily log our deals, activities, tasks, and general productivity using this system. ### 40. Maximize efficiency with client data in one secure place! **Rating:** 4.5/5.0 stars **Reviewed by:** Harshita S. | Global Strategy and Analytics Lead, Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It helps combine multiple data sources and easily visualize and interpret the insights from the data. The reporting feature makes it easy to run reports within the environment. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Long learning curve and not enough resources to help utilize the product and all its features **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Definitely worth trying it if you are looking for a simple way to store and analyze client data in a secure manner. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Helps organize and keep track of all client data in one secure place ### 41. The future of knowing business **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** the best part about the software is that it gives you ease of insights and questions you may have in real time. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I dislike the support I get when I have questions on developing what I need to show. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** It is a great application but takes time to learn. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Problems we are solving are insights into our customers needs, and how we can mutually benefit by providing a better service to them. ### 42. User friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Jill S. | Financial Services Coordinator, Banking, Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Very easy to navigate the website. Learned the system in a couple hours. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I have needed some extra help with running the reports. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Keeping every clients information, paperwork, statements etc... stored in one place! ### 43. Great tool to help bridge the gap. **Rating:** 4.0/5.0 stars **Reviewed by:** Derek B. | New Business Team Lead, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 05, 2018 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** This software assists in bridging gap between sales and back office ops. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Building reports and dashboards can be daunting. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Keeps our sales partners informed of back office processing ### 44. Amazing amount of features... big learning curve **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** There's so much you can do within the system. It seems like as you continue to learn the system, more capabilities open up. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Because of all the feature sets, it can be overwhelming to get started. There's a massive learning curve which is daunting when you're trying to run a business at the same time. **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** If you're tech savvy or work at a large firm where they can customize to your needs, then it's great. However, if your a 1 person shop, and tight on cash, might be better to go with someone else. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Keeping track of client data, follow ups, and correspondence. ### 45. still the best **Rating:** 5.0/5.0 stars **Reviewed by:** Hicham I. | Operations Consultant, Banking, Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** been using it for over 4 years with no issues **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** the price, the monthly bill is a little bit too expensive **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** best software to track sales **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** tracking the customers contact and sales ### 46. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Nadia C. | Project Manager, Management Consulting, Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Functionalities. It is very tech savvy and easy to use. The layout is clean. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** You have to click on too many links to open the files. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** One stop website to store documents ### 47. Great financial management layer to add to Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Angelic T. | Scheduler Solutions Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The relationships that can be built between household members and additional households. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** It can be tricky to migrate existing data onto FSC, but with guidance it can be done. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Better predictive actions and a better wholistic view of clients and their households. ### 48. A powerful CRM but requires a lot of self learning **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 30, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Many features can be customized, great for companies with different type of users **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** The customer support is not helpful, and the only time an account executive will contact you is when they try to sell some **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Streamline the marketing and sales processes, and log all relevant activities ### 49. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** Easy to this product is easy to navigate and user friendly. I have worked with people who have never used this product but it is so user friendly that they were able to figure it out quickly. **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** There isn’t much, the biggest issue is the customizability. **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** The ability to use a crm from anywhere. It helps with disaster recovery. ### 50. Takes care of it all! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** I can find any piece of info I need in a click or two **What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?** So much capability, I haven't learned them all yet! **Recommendations to others considering Agentforce Financial Services (formerly Salesforce Financial Services Cloud):** Take the time to get support and learn it all- can do so much for you! **What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you?** Tracking progress of inboarding mostly ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-05-17+20%3A46%3A51+-0500&secure%5Bsession_id%5D=1ec8c603-6c48-41bd-afd1-33f8bf9c7e29&secure%5Btoken%5D=815858745cae4d96ac080949d50bd274a719ed614199ba9980ed7c0e588d212f&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) - [Advantco SFDC](https://www.g2.com/products/advantco-sfdc/reviews) - [Agentforce Marketing (formerly Salesforce Marketing Cloud)](https://www.g2.com/products/agentforce-marketing-formerly-salesforce-marketing-cloud/reviews) - [Codapay](https://www.g2.com/products/codapay/reviews) - [Confluence](https://www.g2.com/products/confluence/reviews) - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Equifax Ignite® for Financial Services](https://www.g2.com/products/equifax-ignite-for-financial-services/reviews) - [Finastra Total Lending](https://www.g2.com/products/finastra-total-lending/reviews) - [Google](https://www.g2.com/products/google-google/reviews) - [IBM watsonx.ai](https://www.g2.com/products/ibm-watsonx-ai/reviews) - [IBM watsonx.data](https://www.g2.com/products/ibm-watsonx-data/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Mastercard API](https://www.g2.com/products/mastercard-api/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [MuleSoft Anypoint Platform](https://www.g2.com/products/mulesoft-anypoint-platform/reviews) - [MuleSoft Automation](https://www.g2.com/products/mulesoft-automation/reviews) - [nCino Cloud Banking Platform](https://www.g2.com/products/ncino-cloud-banking-platform/reviews) - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [Ring.io](https://www.g2.com/products/ring-io-ring-io/reviews) - [Salesforce Adapter for SAP Cloud Platform Integration](https://www.g2.com/products/mdp-group-salesforce-adapter-for-sap-cloud-platform-integration/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [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 (75 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)