I like how Financial Services Cloud connects everything clients, households, and financial accounts so it’s easier to track relationships and opportunities without jumping between systems. Review collected by and hosted on G2.com.

It’s great overall, but it can be tricky to customize or report on certain objects. Some of the standard relationships and record types feel restrictive unless you have strong admin or developer support. Review collected by and hosted on G2.com.

This CRM system makes ones life very easy in terms of getting things well organised for meetings, Having all information well stored. Customer supprt is amazing. Review collected by and hosted on G2.com.

Nothing much i think everything is perfect with the platform, I think maybe the user interface can use abit more colours. but overall i am happy with the platform. Review collected by and hosted on G2.com.

Salesforce Financial Services Cloud gives us a unified view of clients, streamlines onboarding and relationship management, and integrates seamlessly with other tools—making it easier to deliver personalized, efficient financial service. Review collected by and hosted on G2.com.

The platform can be complex to configure and customize, requiring significant time and technical expertise. Occasional performance issues and a steep learning curve can slow adoption for new users. Review collected by and hosted on G2.com.

Data in one place and visibility of information. I like that we can process data easily and share with others outside of our group as well. Also, usability ease Review collected by and hosted on G2.com.

Starting to get familiar with the instance but our users really like it so we look forward to plugging it in to our other instances across the client journey Review collected by and hosted on G2.com.

I appreciate that the Salesforce Financial Services Cloud is a straightforward system and easy to learn. I love its multitasking capabilities, allowing me to juggle different websites and systems efficiently. I'm impressed by how it enables handling multiple phone calls and aiding clients seamlessly as a financial service representative. Review collected by and hosted on G2.com.

I found it difficult to learn the system initially, but over time, I was able to memorize and use it effectively. There were also a couple of bugs occasionally, which caused little issues, although they were fixed immediately. Review collected by and hosted on G2.com.

Nimble and provides ample resources and infrastructure to make change. Great way to provide data and solutions to our customers and our employees at Valley. Review collected by and hosted on G2.com.

We have trouble with adoption of the platform. There are individuals who are not technologically savvy and it provides a significant upskill to get the representation of these folks. Review collected by and hosted on G2.com.

Features tailored specifically for financial services companies and continued investment expected in the future by Salesforce. Includes analytical and segmentation capabilities out of the box Review collected by and hosted on G2.com.

We’ve had issues with scalability and volume for an organization as large as ours, specifically with business rules engine and omniscript. Enhancements to the capabilities are still desired Review collected by and hosted on G2.com.

I like the enhanced customer services which is more helpful for the clients and also it uses more advanced technology like AI . This will help us a lot for our organization. Review collected by and hosted on G2.com.

Sometimes performance issues are faced but not all the times in any situation otherwise everything looks perfect in all aspects by comparing with other applications. Review collected by and hosted on G2.com.

The platform offers robust client management tools, customizable dashboards, and seamless integration with other Salesforce products, making it easy to track client interactions and manage financial accounts efficiently. Review collected by and hosted on G2.com.

The system can be complex for new users, and initial setup/configuration requires time and training to fully leverage all features. The platform’s complexity requires significant training, and setup can be time-consuming before unlocking its full potential. Review collected by and hosted on G2.com.

AI-Powered Engagement

- Uses trusted AI to deliver tailored product offers and communications.

- Enhances deposit growth and wallet share through intelligent recommendations.

- Agent force, its AI assistant, accelerates case resolution and boosts productivity Review collected by and hosted on G2.com.

Steep Learning Curve

- Users often mention that the platform is complex to navigate, especially for new users or teams without dedicated Salesforce admins.

- Custom objects, record taxonomy, and data placement can be overwhelming during implementation.

2. High Cost of Ownership

- Licensing, customization, and integration costs can add up quickly.

- Some users feel that basic features require expensive add-ons, making it less accessible for smaller firms. Review collected by and hosted on G2.com.