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EZLynx VS Salesforce Financial Services Cloud

Compare EZLynx VS Salesforce Financial Services Cloud and see what are their differences

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

EZLynx logo EZLynx

EZLynx® provides best-in-class Comparative Rater Software & Agency Management Systems (AMS) for insurance agencies. Get a free trial of our insurance software today.

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
  • EZLynx Landing page
    Landing page //
    2023-09-26
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06

EZLynx videos

+ Add

EZLynx LIVE - EZLynx 5 Overview

More videos:

  • Review - EZLynx 4 - Deprecated - Rating Engine for agents with binding authority for all of their carriers
  • Review - EZLynx 5 is Rating Reimagined

Salesforce Financial Services Cloud videos

+ Add

Perspectives on a Salesforce Financial Services Cloud Implementation

Category Popularity

0-100% (relative to EZLynx and Salesforce Financial Services Cloud)

EZLynx

Salesforce Financial Services Cloud

Insurance Administration And Management
82 82%
Insurance Administration And Management
18% 18
Business & Commerce
36 36%
Business & Commerce
64% 64
CRM
65 65%
CRM
35% 35
Sales Workflow
100 100%
Sales Workflow
0% 0

User comments

Share your experience with using EZLynx and Salesforce Financial Services Cloud. For example, how are they different and which one is better?
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What are some alternatives?

When comparing EZLynx and Salesforce Financial Services Cloud, you can also consider the following products

Hearsay Social - Hearsay Social

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Sircon - Sircon helps you save money and reduce compliance risk by getting and keeping agents / advisors authorized to sell.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Rhoads PCRM - Rhoads provides automated compliance systems & services for the insurance industry, using the Rhoads PCRM platform. Learn more about our one-stop shop solution!

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

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