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Partner XE VS Salesforce Financial Services Cloud

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

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Partner XE logo Partner XE

Partner XE is an agency management software that allows users to manage their emails, communications, and data analytics.

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
  • Partner XE Landing page
    Landing page //
    2023-09-15
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06

Partner XE 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 Partner XE and Salesforce Financial Services Cloud)

Partner XE

Salesforce Financial Services Cloud

Business & Commerce
59 59%
Business & Commerce
41% 41
Office & Productivity
100 100%
Office & Productivity
0% 0
CRM
0 0%
CRM
100% 100
Insurance Administration And Management
72 72%
Insurance Administration And Management
28% 28

User comments

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What are some alternatives?

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

Jenesis Software - Insurance agency management solution

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

BindHQ - BindHQ is a platform that allows users to manage their whole insurance and agency work through this agency management system.

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

NowCerts - NowCerts offers automated updates of policy information from carrier databases.

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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