--- description: Financial Services Cloudを実際に使用したユーザーのレビューから、製品の機能や価格、メリットデメリットをご覧いただけます。類似製品との比較も簡単、ぴったりのSaaSが見つかるはず！ image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Financial Services Cloudとは？ | 機能や料金、導入事例をご紹介【キャプテラ】 --- 現在地表示: [ホーム](/) > [保険業界向けCRM](/directory/32554/insurance-crm/software) > [Financial Services Cloud](/software/166075/financial-crm) # Financial Services Cloud Canonical: https://www.capterra.jp/software/166075/financial-crm > 統一された金融サービス体験を通して、生涯にわたる信頼を築きましょう。 > > 評価：5人のユーザーによる評価は**4.8/5**。**おすすめ度**で最高の評価。 ----- ## 概要 ### 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。 ## 簡単な統計と評価 | 測定基準 | 評価 | 詳細 | | **総合評価** | **4.8/5** | 5 レビュー | | 使いやすさ | 4.2/5 | レビュー全体に基づく | | カスタマー・サポート | 4.8/5 | レビュー全体に基づく | | 価格の妥当性 | 4.5/5 | レビュー全体に基づく | | 機能 | 4.4/5 | レビュー全体に基づく | | おすすめ率 | 90% | (9/10 おすすめ度) | ## 企業情報 - **キャプテラについて**: Salesforce - **ロケーション**: San Francisco, アメリカ - **設立**: 2003 ## ビジネスコンテキスト - **価格プラン**: $325.00 - **価格モデル**: (無料のトライアル) - **対象となる企業**: 自営業, 2～10, 11～50, 51～200, 201～500, 501～1,000, 1,001～5,000, 5,001～10,000, 10,000+ - **デプロイとプラットフォーム**: クラウド、SaaS、ウェブベース - **サポートされる言語**: 英語 - **利用可能な国**: アイスランド, アイルランド, アメリカ合衆国, アラブ首長国連邦, アルゼンチン, アルバニア, アンドラ, イギリス, イスラエル, イタリア, インド, インドネシア, ウクライナ, ウルグアイ, エクアドル, エストニア, オランダ, オーストラリア, オーストリア, オーランド諸島 さらに65件 ## 機能 - Asset Lifecycle Management - Broker/Agent Portal - CRM - For Financial Institutions - Real-Time Data - Third-Party Integrations - アクティビティ・ダッシュボード - インタラクション追跡 - カスタマー管理 - キャリア・アップロード - キャンペーン管理 - コラボレーションツール - コンプライアンス管理 - コンプライアンス追跡 - セグメンテーション - データのインポート／エクスポート - データの可視化 - ドキュメント・ストレージ - ドキュメント管理 - パフォーマンス測定基準 - ポリシー管理 - ポートフォリオ管理 - メール管理 - リスク・マネジメント - リスク評価 - リード管理 - レポート／分析 - 事前資格 - 保険料率比較 - 保険業界向け - 保険証書管理 - 借り手管理 - 償却計画 - 手数料管理 - 担保追跡 - 監査証跡 - 経理 - 自動決定・引き受け - 自動資金配分 - 苦情管理 - 見積もり、概算 - 請求、インボイス - 請求追跡 - 財務管理 - 連絡先管理 - 電子請求 - 顧客データベース - 顧客データベース - 顧客ポータル - 顧客管理 ... さらに11件の機能 ## 統合 (合計9件) - Chargent - Professional Services Cloud - QuickBooks Online - QuickBooks Online Advanced - SAP Concur - Sage Intacct - Salesforce Sales Cloud - Workato - Xero ## サポートのオプション - メール/ヘルプデスク - FAQ/フォーラム - ナレッジベース - 電話サポート - 24時間対応（オペレータ） - チャット対応有 ## Category - [保険業界向けCRM](https://www.capterra.jp/directory/32554/insurance-crm/software) ## 関連カテゴリー - [保険業界向けCRM](https://www.capterra.jp/directory/32554/insurance-crm/software) - [金融サービス向けソフト](https://www.capterra.jp/directory/31123/financial-services/software) - [財務管理ソフト](https://www.capterra.jp/directory/31136/financial-management/software) - [投資管理ソフト](https://www.capterra.jp/directory/20010/investment-management/software) - [ローンサービスソフト](https://www.capterra.jp/directory/30088/loan-servicing/software) ## 代替製品 1. [Zoho CRM](https://www.capterra.jp/software/155928/zoho-crm) — 4.3/5 (6974 reviews) 2. [HubSpot CRM](https://www.capterra.jp/software/152373/hubspot-crm) — 4.5/5 (4458 reviews) 3. [Nimble](https://www.capterra.jp/software/123032/nimble) — 4.4/5 (1868 reviews) 4. [Keap](https://www.capterra.jp/software/76390/infusionsoft) — 4.1/5 (1298 reviews) 5. [Creatio CRM](https://www.capterra.jp/software/130149/bpm-online-crm) — 4.7/5 (134 reviews) ## レビュー ### "A software that allows me to easily optimize financial management." — 5.0/5 > **Nayari** | *2023年8月28日* | 情報技術、情報サービス | おすすめ評価：10.0/10 > > **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. > > 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 > **認証済みレビュアー** | *2025年12月9日* | 情報サービス | おすすめ評価：9.0/10 > > **良いポイント**: I liked how Financial Services Cloud improves collaboration between team members. Everyone can see up-to-date client information, which makes coordination much smoother. > > **改善点**: 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** | *2022年4月12日* | 金融サービス | おすすめ評価：6.0/10 > > **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. > > 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 > **認証済みレビュアー** | *2025年5月5日* | 銀行 | おすすめ評価：10.0/10 > > **良いポイント**: 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 > > **改善点**: Learning curve can be a bit steep when it comes to deal model, referral metadata, etc. ----- ### "Review of Salesforce" — 4.0/5 > **Michelle** | *2022年4月22日* | 金融サービス | おすすめ評価：8.0/10 > > **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. ## リンク - [Capterraで表示する](https://www.capterra.jp/software/166075/financial-crm) ## このページは以下の言語で利用できます | ロケール | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## 構造化データ