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OnPlan VS Salesforce Financial Services Cloud

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

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OnPlan logo OnPlan

OnPlan scenario planning and what-if analysis capabilities enable CFOs to make data-driven decisions to screen for emerging opportunities and threats.

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
  • OnPlan Landing page
    Landing page //
    2022-05-19
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06

OnPlan videos

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Salesforce Financial Services Cloud videos

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Perspectives on a Salesforce Financial Services Cloud Implementation

Category Popularity

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

OnPlan

Salesforce Financial Services Cloud

Data Dashboard
100 100%
Data Dashboard
0% 0
Business & Commerce
38 38%
Business & Commerce
62% 62
CRM
0 0%
CRM
100% 100
Finance
38 38%
Finance
62% 62

User comments

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What are some alternatives?

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

Acterys - Acterys is a convenient, all-in-one cloud software that simplifies data discovery and analysis.

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

Centage Budget Maestro - Centage Budget Maestro offers a scalable budgeting and planning software solution for small to medium-sized organizations.

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

XLerant - XLerant provides cloud-based budgeting, forecasting and reporting solutions designed with easy to use interfaces.

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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