--- title: "Financial Services Cloud Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Financial Services Cloud Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/166075/Financial-CRM/" page_type: "product" language: "en" --- # Financial Services Cloud Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 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)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Financial Services Cloud ## What is Financial Services Cloud? Financial Services Cloud is a CRM platform for financial organizations, integrating data from banking, wealth management, and insurance to create unified customer profiles. It features AI capabilities like Banking Service Assistance for routine inquiries, Insurance Service Assistance for policyholder questions, and Financial Advisor Assistance for meeting preparation. Loan Product Assistance aids borrowers in loan discovery. The platform includes an Actionable Relationship Center for viewing customer relationships, Financial Plans and Goals for planning workflows, and Actionable Segmentation for targeted lists. The Onboarding Console offers account opening templates. Service capabilities include self-service portals, agent workspace tools, and Service Process Studio for low-code workflow creation. It connects to core systems to visualize household income, expenditures, and transaction trends. ## 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/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $325 Per User, Per Month Free trial available Free version not included 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... Do you work for Financial Services Cloud?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.salesforce.com/&name=Financial Services Cloud) ## Financial Services Cloud Overview Updated August 2026 AI summary Financial Services Cloud provides CRM and financial management capabilities for organizations of any size, covering functions such as contact and lead management, claims processing, loan origination, and investment management. Delivered as a cloud-based solution, it offers workflow automation, customizable reports, marketing tools, and integrations with third-party platforms, supporting businesses seeking to manage customer relationships and financial operations in one platform. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Financial Services Cloud 4.8 (6) VS. [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting Price $325 Per User, Per Month Starting Price $65 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (6) Ease Of Use 3.9 (85) Value For Money 4.5 (4) Value For Money 3.8 (73) Customer Service 4.8 (4) Customer Service 4.0 (75) ## Financial Services Cloud alternatives [4.5 (825)](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 [4.3 (6,996)](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 [4.5 (4,484)](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 Highest Rated [4.7 (150)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/166075/Financial-CRM/alternatives/) ## FAQs about Financial Services Cloud Overview ### What company size and specific industries is Financial Services Cloud built for? Financial Services Cloud is designed for businesses in the financial services sector, including banks, wealth managers, insurance companies, financial advisors, lenders, and insurance brokerages. The description does not specify a company size, so its intended audience is defined by industry rather than by small business, mid-market, or enterprise segment. Features and Usability ### What are the key features of Financial Services Cloud? Financial Services Cloud offers CRM, client and contact management, case management, and relationship tracking for customer records. It also includes loan origination, loan servicing, policy management, claims tracking, and billing and invoicing, plus compliance management, audit trail, workflow automation, reporting, and secure data storage. Pricing ### How much does it cost and what fees or limitations are included? Financial Services Cloud starts at $325 per user per month for the Financial Services Cloud for Sales and Financial Services Cloud for Service plans. The Sales and Services plan costs $350 per user per month, and Agentforce 1 plans cost $750. A free trial is available, with no other fees listed. Integrations ### Which third-party tools and platforms does Financial Services Cloud integrate with? Financial Services Cloud integrates with Heroku, Integrate.io, and Nintex Process Platform, plus accounting and automation platforms such as QuickBooks Online, QuickBooks Online Advanced, SAP Concur, Sage Intacct, Xero, and Workato. It also connects to Salesforce Sales Cloud, Autofy, Chargent, and Professional Services Cloud. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does Financial Services Cloud offer? Financial Services Cloud provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled topic sessions, documentation offers written reference material, and videos provide visual walkthroughs for self-paced learning. Getting Started and Support ### What customer support options does Financial Services Cloud offer? Financial Services Cloud provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback is available to describe support quality, response times, or common user frustrations, so support experience cannot be summarized beyond the listed channels. ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Financial Services Cloud includes **Contact Management** and **Lead Management**, giving teams a way to organize customer records and track prospects through the early stages of the sales process. However, it does not offer **Sales Pipeline Management**. Instead, it provides other features that reviewers also rate as important, including **Lead Capture** (**39%**), **Data Import/Export** (**38%**), and **Task Management** (**37%**), helping businesses bring in new prospect data, move information between systems, and stay on top of follow-up work. Contact Management 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Task Management 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression 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 Financial Services Cloud 129 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Auto Loans: Type of loan used to finance the purchase of a motor vehicle - Automated Decisioning/Underwriting: Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower - Automatic Funds Distribution: Automatically transfers funds to/from borrower accounts on a regular or periodic basis - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Borrower Management: Searchable database of information about loan borrowers - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Business Loans: Type of loan used to finance business expenses - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Carrier Upload: Upload documents provided by Insurance Carriers - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Collateral Tracking: Link and track collateral information associated with one or multiple loans - Commission Calculations: Calculate employees' commissions based on certain rules - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Comparative Insurance Rating: Rate insurance claims based on comparative instances - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customer Portal: A website or login for customers to access information - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Claims: A paperless claim form that is electronically shared - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Brokers: Used by brokers - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For Health/Medical Insurance: Specialized to handle cases of health or medical insurance based on various factors related to the insurer - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Life & Health: Businesses operating within the life and health insurance sectors - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Loan Servicing: Process of collecting loan interest and escrow payments from a borrower. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Mortgages: Type of loan used to purchase real estate - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-State: Pay employees in multiple states with correct tax deduction amounts in each - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Tracking: Track sent and received payments, invoices, and bills. - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Management: Create, manage, and track policies and procedures within an organization - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Pre-Qualification: The initial step in the mortgage workflow - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Secure Login: At least a username and password is required to access the system - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (6) 4.5 Based on 6 reviews ## Pricing Value for money 4.5 (4) Free Trial [View pricing plan details](https://www.capterra.com/p/166075/Financial-CRM/pricing/) 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 6 reviews Filter by rating 5(5) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent FR Ferran R. Controller Automotive ### "Powerful CRM for Financial Services with Strong Customization" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 June 25, 2026 Pros Excellent customer 360 view, powerful automation, and seamless integration with the Salesforce ecosystem. It helps streamline financial workflows and improve client relationship management. Cons Implementation can be complex, and customization often requires experienced Salesforce developers. Licensing costs can also be high for smaller organizations. 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. AN 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. AN 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. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.