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Salesforce Financial Services Cloud VS Capdesk

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

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Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Capdesk logo Capdesk

Capdesk platform takes your capitalisation table out of Excel and onto a secure cloud platform.
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
  • Capdesk Landing page
    Landing page //
    2023-10-10

Salesforce Financial Services Cloud videos

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Perspectives on a Salesforce Financial Services Cloud Implementation

Capdesk videos

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Category Popularity

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

Salesforce Financial Services Cloud

Capdesk

Business & Commerce
100 100%
Business & Commerce
0% 0
Equity Management
0 0%
Equity Management
100% 100
CRM
100 100%
CRM
0% 0
Cap Table Management
0 0%
Cap Table Management
100% 100

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What are some alternatives?

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

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

Ledgy - The European equity management solution. Manage your cap table, investor relations, and equity plans professionally, from the start. Arm yourself with the best-in-class data security and streamline your equity management processes.

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

Carta - Carta’s platform of software and services lays the groundwork so you can focus on building the future.

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.

Vestd - Vestd is the only platform you need to create tax-efficient share schemes and manage equity. Purpose-built for UK companies.

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