--- description: Review of Financial Services Cloud Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Financial Services Cloud | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Claims Processing Software](/directory/4761/claims-processing-software/software) > [Financial Services Cloud](/software/331364/salesforce-fin-serv-cloud) # Financial Services Cloud Canonical: https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud > Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representatives to track, filter and qualify prospects and use the built-in email templates to establish communication. This solution also helps businesses to handle mortgage and lending workflows via a unified platform. The platform allows employees to interact with lenders and borrowers, track and approve documents and store customer data in a centralized repository. Financial Services Cloud lets employees create client engagement plans, prioritize customer relationships and highlight client milestones, among other operations. Supervisors can configure case escalation rules and queues to automatically route customer case inquiries to specific agents or teams. Additionally, staff members can build, design and distribute survey forms to collect insights and feedback. Financial Services Cloud comes with an API, which allows businesses to integrate the system with several third-party applications. It also provides Android and iOS mobile applications, which let employees manage activities remotely. It is available on annual subscriptions and support is extended via live chat, phone, community forum and other online measures. > > Verdict: Rated **4.8/5** by 5 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 5 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Salesforce - **Location**: San Francisco, US - **Founded**: 2003 ## Commercial Context - **Starting Price**: US$325.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Pricing values are available for most plans, except for some advanced products like Agentforce editions, which require contacting sales. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Albania, Andorra, Argentina, Australia, Austria, Belarus, Belgium, Bolivia, Bosnia & Herzegovina, Brazil, Bulgaria, Canada, Chile, Colombia, Croatia, Cyprus, Czechia, Denmark, Ecuador, Estonia and 65 more ## Features - API - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Alerts/Notifications - Amortisation Schedule - Approval Process Control - Asset Lifecycle Management - Audit Management - Audit Trail - Auto Loans - Automated Decisioning/Underwriting - Automatic Funds Distribution - Billing & Invoicing - Borrower Management - Broker/Agent Portal - Business Loans - CRM ## Integrations (9 total) - Chargent - Professional Services Cloud - QuickBooks Online - QuickBooks Online Advanced - SAP Concur - Sage Intacct - Salesforce Sales Cloud - Workato - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Claims Processing Software](https://www.softwareadvice.co.uk/directory/4761/claims-processing-software/software) ## Related Categories - [Claims Processing Software](https://www.softwareadvice.co.uk/directory/4761/claims-processing-software/software) - [Insurance CRM Software](https://www.softwareadvice.co.uk/directory/342/insurance-crm/software) - [Financial Services Software](https://www.softwareadvice.co.uk/directory/4356/financial-services/software) - [Financial Management Software](https://www.softwareadvice.co.uk/directory/3401/financial-management-system/software) - [CRM Software](https://www.softwareadvice.co.uk/directory/4153/crm/software) ## Alternatives 1. [Redtail CRM](https://www.softwareadvice.co.uk/software/76515/redtail) — 4.1/5 (85 reviews) 2. [Zoho CRM](https://www.softwareadvice.co.uk/software/392464/zoho-crm) — 4.3/5 (6964 reviews) 3. [Maximizer CRM](https://www.softwareadvice.co.uk/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) 4. [eWay-CRM](https://www.softwareadvice.co.uk/software/31005/eway) — 4.5/5 (820 reviews) 5. [HubSpot CRM](https://www.softwareadvice.co.uk/software/1854/hubspot) — 4.5/5 (4451 reviews) ## Reviews ### "A software that allows me to easily optimize financial management." — 5.0/5 > **Nayari** | *28 August 2023* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: It is a great software that has the ability to manage and analyze financial data in real time and gives me a complete and accurate view of the financial health of the company. It is a highly customizable and adaptable software, it allows me to adjust the platform to the unique needs of my organization, optimizing processes and workflows. Shared access to information and collaboration between teams has improved communication and strategic decision making. The reporting and analytics functionality allows me to identify trends, opportunities and risks, allowing me to make informed and informed financial decisions. > > **Cons**: What has been a drawback for us is its initial implementation, as it can require a significant investment of time and resources. It has a steep learning curve, especially for those who are not familiar with the platform. Additionally, integration with legacy systems and applications can present technical challenges that require careful planning and configuration expertise. Difficulties are quickly overcome and it allows us to enjoy the benefits of this tool very quickly. > > The great benefits of this software have allowed us to automate processes that have reduced the manual workload and allowed me to spend more time on strategic tasks such as financial planning and analysis. It has improved the efficiency in the management of clients and portfolios, allowing me to provide a more personalized and quality service to our clients. Collaboration between teams has been simplified, which has improved communication and coordination on key financial projects. Enable real-time visibility into financial data that has improved decision making and enabled an agile response to market changes. ----- ### "Good for Day-to-Day Use - Slightly Complex at First" — 5.0/5 > **Verified Reviewer** | *9 December 2025* | Information Services | Recommendation rating: 9.0/10 > > **Pros**: I liked how Financial Services Cloud improves collaboration between team members. Everyone can see up-to-date client information, which makes coordination much smoother. > > **Cons**: The user interface can feel cluttered, especially when working with multiple records or reports at once. > > Overall, I found Financial Services Cloud to be intuitive and helpful in keeping client and account information organized. The dashboards, automation, and reporting tools made my tasks easier and more efficient. ----- ### "Salesforce FSC Review" — 5.0/5 > **Brittany** | *12 April 2022* | Financial Services | Recommendation rating: 6.0/10 > > **Pros**: I like how you can customize anything and everything about Salesforce FSC. If you know how to administer the platform, the possibilities are endless. It is very straight forward to problem solve certain features such as workflow management or contact information. > > **Cons**: I like that it can do so much, but I also don't like it. They give you a bunch of alternate ways to really pull in what you need. If you want to see account information you need to set up APIs. Don't know how? You need a third party to come in and do it for you. Oh, but wait, you need ANOTHER one of their products that they don't tell you until AFTER you buy FSC. You don't need to know code, but you have to hire a developer that does. It's very frustrating how many third parties need to be brought in to get something that should really be included. If you have the means, go for it, otherwise it's an endless blackhole of expenses. > > It gets the job done but on a really high level. You can't actually do anything transactional related unless you write specific code. So if you want to see all your platforms in one place and the values for all the clients, then this is the platform you want, but keep in mind this is only a small piece of the puzzle. To get it to work, you need to bring on other items and third party consultants. It can get to be a large project. ----- ### "Great financial services product." — 5.0/5 > **Verified Reviewer** | *5 May 2025* | Banking | Recommendation rating: 10.0/10 > > **Pros**: Thoughtfully designed. Able to use it for all types of financial products, and am able to utilized the compliant data sharing to keep confidential information secure > > **Cons**: Learning curve can be a bit steep when it comes to deal model, referral metadata, etc. ----- ### "Review of Salesforce" — 4.0/5 > **Michelle** | *22 April 2022* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: I like how customizable the software is. You can have it built around your business and not the other way around. > > **Cons**: It could be a little more user friendly. There seem to be many ways to navigate to the same place, or many ways to do the same thing. ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data