Software Alternatives & Reviews

Salesforce Financial Services Cloud VS Partner XE

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

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

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

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 Landing Page
Salesforce Financial Services Cloud Landing Page
Partner XE Landing Page
Partner XE Landing Page

Salesforce Financial Services Cloud details

Categories
Business & Commerce CRM Personal Finance
Website salesforce.com  

Partner XE details

Categories
Business & Commerce Finance Office & Productivity Insurance Administration And Management CRM
Website sispartnerplatform.com  

Salesforce Financial Services Cloud videos

Perspectives on a Salesforce Financial Services Cloud Implementation

Partner XE videos

No Partner XE videos yet. You could help us improve this page by suggesting one.

+ Add video

Category Popularity

0-100% (relative to Salesforce Financial Services Cloud and Partner XE)
100
100%
0%
0
31
31%
69%
69
0
0%
100%
100
100
100%
0%
0

What are some alternatives?

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

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

Jenesis Software - Insurance agency management solution

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.

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

User reviews

Share your experience with using Salesforce Financial Services Cloud and Partner XE. For example, how are they different and which one is better?
Log in or Post with