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Salesforce Financial Services Cloud VS EZLynx

Compare Salesforce Financial Services Cloud VS EZLynx 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.

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 Landing page
    Landing page //
    2023-02-06
  • EZLynx Landing page
    Landing page //
    2023-09-26

Salesforce Financial Services Cloud videos

+ Add

Perspectives on a Salesforce Financial Services Cloud Implementation

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

Category Popularity

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

Salesforce Financial Services Cloud

EZLynx

Business & Commerce
60 60%
Business & Commerce
40% 40
Insurance Administration And Management
15 15%
Insurance Administration And Management
85% 85
CRM
34 34%
CRM
66% 66
Finance
100 100%
Finance
0% 0

User comments

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What are some alternatives?

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

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

Hearsay Social - Hearsay Social

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

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

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.

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!

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