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Financial Services Cloud

Financial Services Cloud

Financial Services Cloudとは?

パーソナライズされたガイダンスにより、顧客に財務成長をもたらすことが可能になります。金融業界でトップレベルのCRMを使用して、システム、チャネル、プロセス、チームを結び付けることができます。完全に統合されたウェルス・マネジメント・ソリューションにより、これまでになく簡単に複数の顧客や世帯を管理し、財務目標や重要なライフ・イベントを追跡し、永続的なロイヤルティを獲得するための個別のアドバイスを提供することができます。

Financial Services Cloudの対象ユーザー

ファイナンシャル・アドバイザー、リテール・バンカー、そのチームおよびクライアント。

Financial Services Cloudソフトウェア - 1
Financial Services Cloudソフトウェア - 2
Financial Services Cloudソフトウェア - 3
Financial Services Cloudソフトウェア - 4
Financial Services Cloudソフトウェア - 5

Financial Services Cloudをご存知でしょうか? 別の人気製品との比較

Financial Services Cloud

Financial Services Cloud

4.7 (3)
$300.00
無料バージョン
無料トライアル
144
11
4.0 (3)
4.3 (3)
4.7 (3)
VS.
価格プラン
価格オプション
機能
連携サービス
使いやすさ
価格の妥当性
カスタマーサービス
¥66,249
無料バージョン
無料トライアル
349
13
3.8 (1,547)
3.8 (1,547)
3.7 (1,547)
緑色の評価バーは、平均評価とレビュー数に基づいて高評価の製品を表しています。

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Financial Services Cloudの評判・レビュー

評価ポイント

総合評価
4.7
使いやすさ
4.0
カスタマーサービス
4.7
機能
4.0
価格の妥当性
4.3

企業規模(従業員数)別レビュー数

  • <50
  • 51-200
  • 201-1,000
  • >1,001

評価別レビュー

5
67%
4
33%
Nayari
Nayari
アメリカのFinance Manager
認証済みLinkedInユーザー
情報技術、情報サービス, 10,000+人規模の会社
使用期間: 2年以上
投稿経路
ソース:GetApp

A software that allows me to easily optimize financial management.

5.0 11 か月前

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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
アメリカのOperations Associate
金融サービス, 51~200人規模の会社
使用期間: 2年以上
投稿経路

Review of Salesforce

4.0 2 年前

良いポイント:

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

改善してほしい点:

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
アメリカのSR Associate, Technology
金融サービス, 51~200人規模の会社
使用期間: 2年以上
投稿経路

Salesforce FSC Review

5.0 2 年前

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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.