![Daniel R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel R.")
DR

Daniel R.

Vice President, Senior Compliance Officer

Enterprise (\> 1000 emp.)

10/25/2017

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"Salesforce Financial Services Cloud is a must have"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://play.vidyard.com/y3ZEzdCFHy8qvCri4RhW9Q.jpg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)")

Rating Updated (1/17/2019)
Validated ReviewerIncentivizedSource: G2 invite

See what 221 reviewers think of Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

8.5 out of 5 · Verified reviews from real users

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