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Financial Services Cloud

Financial Services Cloud

Conheça Financial Services Cloud

Aumente a produtividade do consultor para se concentrar nas necessidades do cliente com o Financial Services Cloud do Salesforce. Com a solução de gestão de patrimônio totalmente integrada, é fácil gerenciar vários clientes e famílias, acompanhar as metas financeiras e eventos significativos da vida, e fornecer orientação personalizada que resulta em fidelidade duradoura. Transforme cada relacionamento com o cliente em muitas novas oportunidades.

Quem usa Financial Services Cloud?

Consultores financeiros e banqueiros varejistas, suas respectivas equipes e clientes.

Financial Services Cloud Software - 1
Financial Services Cloud Software - 2
Financial Services Cloud Software - 3
Financial Services Cloud Software - 4
Financial Services Cloud Software - 5

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Financial Services Cloud

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As barras de classificação verdes mostram o produto vencedor com base na nota média e no número de avaliações.

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Avaliações do Financial Services Cloud

Pontuação média

Geral
4,7
Praticidade
4,0
Atendimento ao cliente
4,7
Recursos
4,0
Relação qualidade/preço
4,3

Avaliações por tamanho de empresa (funcionários)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontre avaliações segundo pontuações

5
67%
4
33%
Nayari
Nayari
Finance Manager, EUA
Usuário do LinkedIn Verificado
Serviços e tecnologia da informação, 10.000+ funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação
Fonte: GetApp

A software that allows me to easily optimize financial management.

5,0 há 11 meses

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Michelle
Operations Associate, EUA
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Review of Salesforce

4,0 há 2 anos

Vantagens:

I like how customizable the software is. You can have it built around your business and not the other way around.

Desvantagens:

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.

Brittany
SR Associate, Technology, EUA
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Salesforce FSC Review

5,0 há 2 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.