Salesforce Financial Services Cloud Reviews & Product Details

The data is presented in a very user-friendly way, making it easy to become familiar with the platform. It feels intuitive and is designed with the client in mind. I can easily search through the customer database and quickly locate the information I need. Review collected by and hosted on G2.com.

I honestly can't find any significant drawbacks, as this is truly the best platform I have ever used. The only minor issue I can mention is that chats are not automatically linked to the customer contact page. If this integration were automatic, it would be extremely helpful for financial sales representatives. Review collected by and hosted on G2.com.

While I don’t use the Financial Services Cloud specifically, I work daily with Salesforce’s Service Cloud to audit support cases. The platform is reliable, customizable, and helps streamline case management across teams. For any organization, including those in financial services looking for a robust CRM with strong workflow automation and reporting tools, I’d definitely recommend Salesforce. The learning curve can be steep at first, but once you’re familiar with it, it’s a powerful tool. Review collected by and hosted on G2.com.

Salesforce can be overwhelming at first, especially for new users. The interface isn’t always intuitive, and it can take time to learn how to navigate all the features effectively. Also, the system can feel slow when dealing with large volumes of data or switching between multiple records quickly. Some tasks require too many clicks, which affects productivity during high-pressure periods Review collected by and hosted on G2.com.

I appreciate Salesforce Financial Services Cloud for its ease in accessing client information, which has significantly streamlined the way I update client records and track their progress. The platform effectively helps me in producing relevant reports, which are critical for crafting review and advice letters sent to clients. I find it invaluable for monitoring investments and managing cases efficiently. I love how logging meetings is seamless, and its integration with Microsoft Outlook allows me to add the meetings effortlessly, enhancing my coordination capabilities. The initial setup was straightforward and easy, allowing me to get started without hurdles. Salesforce Financial Services Cloud provides an intuitive way to monitor client progress, making my workflow more efficient. The overall experience is so positive that I would confidently rate it a 10 out of 10 and recommend it to colleagues. Review collected by and hosted on G2.com.

Being granted access to certain features or information can take a considerable amount of time. Additionally, although I can log phone calls and meetings seamlessly, it is unclear whether there's a functionality for logging emails, which would be a useful feature. Review collected by and hosted on G2.com.

I appreciate how Salesforce Financial Services Cloud organizes client relationships and households so clearly. The 360-degree client view simplifies understanding each client's financial profile, related accounts, and key interactions without needing to switch between systems. I especially like the customizable dashboards, which help us quickly spot at-risk clients, upcoming deadlines, and new opportunities. This functionality enhances productivity and client engagement significantly. The consolidation of data within a single platform is a game-changer, eliminating silos and making it easier to manage household relationships, assets, and interactions efficiently. Furthermore, the ability to centralize client documents, automate compliance tasks, and maintain a clear view of client assets and interactions aids in improving our operational workflow. The dashboards automatically highlight priorities, saving time, reducing errors, and enabling me to be more proactive with client engagement. Review collected by and hosted on G2.com.

Some parts of Salesforce Financial Services Cloud feel overly complex, especially when setting up custom workflows or reports. It takes time and technical support to configure things the way we want. The initial setup wasn't easy either, as it required a lot of configuration and help from our Salesforce admin. Review collected by and hosted on G2.com.

What I like best about Salesforce Financial Services Cloud is how it brings together customer information, financial accounts, and interactions in one place. The ability to view a complete, 360-degree profile of each client helps us deliver personalized advice and build stronger relationships. The platform’s flexibility allows us to configure it to fit our specific workflows without compromising on security or compliance requirements.

I also appreciate the automation features that reduce manual tasks, allowing our team to focus on more value-added activities. The seamless integration with other Salesforce tools makes collaboration easier, and the reporting features help us track performance and customer engagement effectively. The user-friendly interface and supportive community make adoption smooth and efficient. Review collected by and hosted on G2.com.

While Salesforce Financial Services Cloud is a fantastic platform, one area that could be improved is the setup process. Because it offers so many features and customization options, it can take some time to configure everything exactly how we need it. However, this also means it’s a very flexible solution that can be tailored to meet specific requirements.

Sometimes new users may find it a bit overwhelming at first, but with the available training resources and support, it’s easy to get up to speed. The investment in time upfront really pays off in the long run, as the platform helps us work more efficiently and serve our clients better. Review collected by and hosted on G2.com.

I love Salesforce Financial Services Cloud for its 360-degree client view and customizable dashboards. These features enable me to effortlessly view financial accounts, interactions, and opportunities all in one place, significantly enhancing my decision-making and client engagement. The ability to manage client relationships, track financial accounts, and streamline processes provides better visibility and collaboration. Moreover, it efficiently resolves issues related to fragmented client data and manual processes by centralizing information and automating workflows. The modern interface of Salesforce Financial Services Cloud makes my team more productive. Additionally, the integration with tools like Microsoft Outlook for email syn and Teams for collaboration greatly enhances our workflow. The initial setup was very straightforward with guided configuration and templates, making the transition smooth and efficient. Review collected by and hosted on G2.com.

I find the platform can feel too complex to customize, which can be challenging when attempting to tailor it to specific needs. The reporting dashboards sometimes lack the flexibility required for niche financial metrics, which can limit insights and analysis. Additionally, maintaining a structured data model could be a potential improvement, as mapping external sources to Salesforce objects can enhance customization and ensure better alignment with financial account objects. Review collected by and hosted on G2.com.

I appreciate how Salesforce Financial Services Cloud centralizes all our treasury-related tasks, providing a clear, consolidated view of information such as bank account statuses, KYC progress, mandate updates, and communication with banks. This centralized system eliminates the inefficiency of data fragmentation, effectively saving me time from searching through emails and Excel sheets. I particularly like the activity timeline feature; the chronological view of all emails, notes, tasks, and status changes provides instant context, which makes my daily workflow much more efficient. This feature ensures that I don't have to dig through files as I can simply scroll through and immediately see what requires attention. The full history view for cases like account openings or mandate updates allows me to track interactions at a glance, know who contacted the bank, what documents were sent, and understand what is still pending. It speeds up processes and ensures nothing is left unchecked or forgotten. Review collected by and hosted on G2.com.

Switching between multiple cases feels a bit slow, and it could benefit from more streamlined navigation for multitasking. A feature that allows cases to stay open in tabs or lets me pin the ones I'm actively working on would be helpful. Additionally, having a quick access sidebar for recent items would save time. Review collected by and hosted on G2.com.

I appreciate that Salesforce Financial Services Cloud is a well-established and globally used platform with a strong brand image, indicating significant investment into its development and capabilities. During my time using it, I found the lead generation aspect particularly valuable, as there were plenty of leads available. The pipeline management was impressive, with everything being organized and streamlined, making it easier to handle client information efficiently. The initial setup process was relatively straightforward with a rating of 7 out of 10 in terms of ease, and overall, I feel confident recommending the platform with an 8 out of 10 likelihood. Review collected by and hosted on G2.com.

I find that Salesforce Financial Services Cloud could be improved by being more applicable for B2C small businesses. Review collected by and hosted on G2.com.

What I like best about Salesforce Financial Services Cloud is how it centralizes client information and gives a 360-degree view of customer relationships. It streamlines data from multiple financial products—like banking, insurance, and investments—into one platform, which helps teams make faster, data-driven decisions and deliver more personalized client experiences. Review collected by and hosted on G2.com.

While Salesforce Financial Services Cloud is powerful and comprehensive, it can be complex to customize and maintain—especially for smaller teams without dedicated Salesforce admins. The initial setup and integration with other systems can also be time-consuming, and users sometimes find the learning curve a bit steep before they get fully comfortable with all its features. Review collected by and hosted on G2.com.

I appreciate Salesforce Financial Services Cloud for its ability to manage client relationships and track financial data efficiently. Everything being in the same place makes it incredibly convenient, allowing me to handle tasks much more easily. I love the clean and intuitive UI/UX that ensures easy navigation, enabling me to find information quickly, which is essential for smooth operations. The interface's design makes accessing necessary features seamless and enhances the overall user experience. Furthermore, compared to previous platforms like CRM.com and HubSpot, Salesforce offers more robust features for financial management and better conversion rates, making it a superior choice for our needs. The simplicity of the initial setup, facilitated by comprehensive walkthroughs and guides, made the transition smooth, allowing my team to adapt quickly. Overall, Salesforce Financial Services Cloud aligns perfectly with our operational requirements while also providing a platform that's scalable and reliable. Review collected by and hosted on G2.com.

I experience a performance issue with Salesforce Financial Services Cloud, where it occasionally feels slow. This slowdown particularly occurs when navigating through the dashboard or switching between clients, and it's more noticeable when there is a lot of data to process. Review collected by and hosted on G2.com.