# Financial Services Cloud Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Financial Services Cloud Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more. Source: https://www.capterra.com/p/166075/Financial-CRM --- # Financial Services Cloud Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Financial Services Cloud ## What is Financial Services Cloud? Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Unlock data and insights to build customer trust and increase employee productivity with Financial Services Cloud – a single, connected financial services AI CRM. Scale service with automated service engagements. Streamline onboarding and personalize engagement with actionable financial goals powered by data and AI. ## What is Financial Services Cloud used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $325 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Financial Services Cloud alternatives Highest Rated [4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting price $65.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [4.5 (820)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/166075/Financial-CRM/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Interaction Tracking 4.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Client Management 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Contact Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information CRM 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Database 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. For Financial Institutions 3.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Financial Services Cloud 128 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Manage assets throughout their lifecycle to optimize profit Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Type of loan used to finance the purchase of a motor vehicle Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower Automatically transfers funds to/from borrower accounts on a regular or periodic basis Create, manage, and send invoices or bills to customers Searchable database of information about loan borrowers Online portal for brokers/agents to add, edit, update or access required information Type of loan used to finance business expenses Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Upload documents provided by Insurance Carriers Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Process of submitting and following up on claims with insurance companies Process of tracking new and submitted claims and the status of submitted claims Electronic storage of stakeholder contact information Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Link and track collateral information associated with one or multiple loans Calculate employees' commissions based on certain rules Tracking, calculating, and paying commissions and earnings to employees Manage and track all internal and external communication conducted via calls, email, text, or chat Rate insurance claims based on comparative instances Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Report customer payment history and outstanding debts to credit bureaus Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Store and organize information about customers and previous interactions A website or login for customers to access information Reports that show customers their invoices, payments, and balance on the account Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Graphical representation of data Electronic signing method that validates the authenticity and integrity of a digital document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components A paperless claim form that is electronically shared Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Monitor and record expenses such as purchases or charges incurred Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Used by brokers Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Specialized to handle cases of health or medical insurance based on various factors related to the insurer Intended to be used by insurers Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Compliant with HIPAA, which sets standards for sensitive patient data protection Create, administer and manage insurance policies for various customers and insurance lines Track interaction history by documenting conversations for contacts Captures invoice data and maintains comprehensive records for auditing and reporting purposes Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Businesses operating within the life and health insurance sectors Distribution and delivery of funds to approved borrowers Process of securing a loan from a bank or any other lender. Collect, organize, and prepare loan information to send to the lender for approval Process of collecting loan interest and escrow payments from a borrower. Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Type of loan used to purchase real estate Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Manage the accounting and financial aspects of multiple locations or companies in a single location Manage and handle various international currencies Pay employees in multiple states with correct tax deduction amounts in each Tracking, managing, and initiating the transfer of funds for overdue customer payments Track sent and received payments, invoices, and bills. A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Create, manage, and track policies and procedures within an organization Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk The initial step in the mortgage workflow Tool used to determine accurate pricing and product eligibility for borrowers Streamlining repetitive tasks and activities through automated and predefined workflows Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Receive system updates as soon as any changes are made Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Initiate collection and analysis of known risks Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Reports specific to sales analysis for trends and strategies Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches At least a username and password is required to access the system Online portal through which end users can access the system, manage tasks, or obtain information Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Interact with data visualization elements, such as charts and graphs, to drill down into data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (5) 4.4 Based on 5 reviews ## Pricing Value for money 4.5 (4) Free Trial Financial Services Cloud for Sales $325.00 Per User,Per Month It includes: - Industry-Specific Data Models Using Sales Cloud Enterprise Edition As A Foundation - Actionable Segmentation For Efficient Outreach - Financial Goals And Plans To Empower Customers’ Financial Success Financial Services Cloud for Service $325.00 Per User,Per Month It includes: - Industry-Specific Workflows Using Service Cloud Enterprise Edition As A Foundation - Easy-To-Use CSR Console For Single Pane Of Glass - Service Process Studio For Low-Code Customization Financial Services Cloud for Sales and Services $350.00 Per User,Per Month It includes: - Industry-Specific Data Models And Workflows Using Sales Cloud And Service Cloud Enterprise Edition As A Foundation - Financial Goals And Plans To Empower Customers’ Financial Success - Service Process Studio For Low-Code Customization Financial Services Cloud Agentforce 1 Sales $750.00 Per User,Per Month It includes: - Best Of Salesforce Sales For Bankers, Advisors, And Brokers Financial Services Cloud Agentforce 1 Service $750.00 Per User,Per Month It includes: - Best Of Salesforce Service For Financial Services, Contact Centers, And Service Operations Value for money 4.5 (4) 4.5 Based on 4 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ SAP Concur](https://www.capterra.com/p/380/Concur-Expense/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Sage Intacct](https://www.capterra.com/p/76/Intacct/)[ Workato](https://www.capterra.com/p/148729/Workato/)[ Professional Services Cloud](https://www.capterra.com/p/99830/Professional-Services-Cloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (4) 4.8 Based on 4 reviews ## User reviews Overall rating 4.8 Based on 5 reviews Filter by rating 5(4) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AU Anonymous User Accountant Information Services ### "Good for Day-to-Day Use - Slightly Complex at First" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 9, 2025 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Salesforce Application Administrator Banking ### "Great financial services product. " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 May 5, 2025 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 source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NC Nayari C. Finance Manager Information Technology and Services ### "A software that allows me to easily optimize financial management." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 28, 2023 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MO Michelle O. Operations Associate Financial Services ### "Review of Salesforce" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 22, 2022 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BC Brittany C. SR Associate, Technology Financial Services ### "Salesforce FSC Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 April 12, 2022 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. 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. Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reasons for choosing Financial Services Cloud It's the up and coming tech, it's ahead of the game and always upgrading and adding third party partners. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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