---
description: Tudo sobre Financial Services Cloud: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários. Saiba mais!
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Financial Services Cloud - Preço, avaliações e classificação - Capterra Brasil 2026
---

Breadcrumb: [Home](/) > [Software CRM para Seguradoras](/directory/32554/insurance-crm/software) > [Financial Services Cloud](/software/166075/financial-crm)

# Financial Services Cloud

Canonical: https://www.capterra.com.br/software/166075/financial-crm

> Reúna seguradoras e segurados com o Financial Services Cloud.
> 
> Conclusão: 5 usuários atribuíram a nota **4.8/5**. Melhor classificado para **Probabilidade de recomendação**.

-----

## Resumo

### Quem usa o Financial Services Cloud?

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

## Estatísticas e notas

| Métrica | Classificação | Detalhes |
| **Geral** | **4.8/5** | 5 Avaliações |
| Praticidade | 4.2/5 | Com base em avaliações gerais |
| Suporte ao cliente | 4.8/5 | Com base em avaliações gerais |
| Relação qualidade/preço | 4.5/5 | Com base em avaliações gerais |
| Recursos | 4.4/5 | Com base em avaliações gerais |
| Porcentagem de recomendação | 90% | (9/10 Probabilidade de recomendação) |

## Sobre o fornecedor

- **Empresa**: Salesforce
- **Localização**: San Francisco, EUA
- **Fundada**: 2003

## Contexto comercial

- **Preço inicial**: US$ 325,00
- **Modelo de preços**:  (Teste grátis)
- **Público-alvo**: Profissional autônomo, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+
- **Implantação e plataformas**: Nuvem, SaaS, baseado na web
- **Idiomas**: inglês
- **Países disponíveis**: Albânia, Alemanha, Andorra, Argentina, Austrália, Bielorrússia, Bolívia, Brasil, Bulgária, Bélgica, Bósnia e Herzegovina, Canadá, Chile, Chipre, Cidade do Vaticano, Colômbia, Croácia, Dinamarca, Emirados Árabes Unidos, Equador e mais 65

## Recursos

- Acompanhamento de caução
- Armazenamento de documentos
- Asset Lifecycle Management
- Avaliação de riscos
- Banco de dados de clientes
- Banco de dados do cliente
- Broker/Agent Portal
- CRM
- Carregamento da operadora
- Classificação comparada de seguros
- Cobrança e faturamento
- Contabilidade
- Cronograma de amortização
- Distribuição automática de fundos
- Ferramentas de colaboração
- For Financial Institutions
- Gerenciamento de contatos
- Gerenciamento de documentos
- Gerenciamento de e-mails
- Gestão de apólices de seguro
- Gestão de campanhas
- Gestão de carteira
- Gestão de clientes
- Gestão de clientes
- Gestão de comissões
- Gestão de conformidade
- Gestão de leads
- Gestão de mutuários
- Gestão de políticas
- Gestão de reclamações
- Gestão de tarefas
- Gestão do risco
- Gestão financeira
- Importação/exportação de dados
- Indicadores de desempenho
- Orçamentos/estimativas
- Painel de atividades
- Para o setor de seguro
- Portal do cliente
- Rastreamento de conformidade
- Rastreamento de interações
- Rastreamento de reclamações
- Real-Time Data
- Reclamações eletrônicas
- Registro de auditoria
- Relatórios e análise de dados
- Segmentação
- Third-Party Integrations
- Tomada de decisão/avaliação de risco automatizada
- Visualização de dados

... e mais 11 recursos

## Integrações (9 no total)

- Chargent
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Workato
- Xero

## Opções de suporte

- Email/Help Desk
- FAQs/Fórum
- Base de conhecimento
- Suporte por telefone
- Assistência 24/7
- Bate-papo

## Category

- [Software CRM para Seguradoras](https://www.capterra.com.br/directory/32554/insurance-crm/software)

## Categorias relacionadas

- [Software CRM para Seguradoras](https://www.capterra.com.br/directory/32554/insurance-crm/software)
- [Programas de Controle Financeiro](https://www.capterra.com.br/directory/31123/financial-services/software)
- [Sistemas de Gestão Financeira](https://www.capterra.com.br/directory/31136/financial-management/software)
- [Software de Gestão de Investimentos](https://www.capterra.com.br/directory/20010/investment-management/software)
- [Software de Serviço de Empréstimos](https://www.capterra.com.br/directory/30088/loan-servicing/software)

## Alternativas

1. [Redtail CRM](https://www.capterra.com.br/software/121349/redtail-crm) — 4.1/5 (85 reviews)
2. [Zoho CRM](https://www.capterra.com.br/software/155928/zoho-crm) — 4.3/5 (6970 reviews)
3. [Maximizer CRM](https://www.capterra.com.br/software/154610/maximizer-crm) — 4.1/5 (366 reviews)
4. [eWay-CRM](https://www.capterra.com.br/software/152769/eway-crm) — 4.5/5 (822 reviews)
5. [HubSpot CRM](https://www.capterra.com.br/software/152373/hubspot-crm) — 4.5/5 (4457 reviews)

## Avaliações

### "A software that allows me to easily optimize financial management." — 5.0/5

> **Nayari** | *28 de agosto de 2023* | Serviços e tecnologia da informação | Taxa de recomendação: 10.0/10
> 
> **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.
> 
> 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

> **Avaliador Verificado** | *9 de dezembro de 2025* | Serviços de informação | Taxa de recomendação: 9.0/10
> 
> **Vantagens**: I liked how Financial Services Cloud improves collaboration between team members. Everyone can see up-to-date client information, which makes coordination much smoother.
> 
> **Desvantagens**: 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 de abril de 2022* | Serviços financeiros | Taxa de recomendação: 6.0/10
> 
> **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.
> 
> 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

> **Avaliador Verificado** | *5 de maio de 2025* | Bancos | Taxa de recomendação: 10.0/10
> 
> **Vantagens**: 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
> 
> **Desvantagens**: Learning curve can be a bit steep when it comes to deal model, referral metadata, etc.

-----

### "Review of Salesforce" — 4.0/5

> **Michelle** | *22 de abril de 2022* | Serviços financeiros | Taxa de recomendação: 8.0/10
> 
> **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.

## Links

- [Ver em Capterra](https://www.capterra.com.br/software/166075/financial-crm)

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