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Salesforce Financial Services Cloud VS Partner XE

Compare Salesforce Financial Services Cloud VS Partner XE 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.

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
    Landing page //
    2023-02-06
  • Partner XE Landing page
    Landing page //
    2023-09-15

Salesforce Financial Services Cloud videos

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Perspectives on a Salesforce Financial Services Cloud Implementation

Partner XE videos

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Category Popularity

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

Salesforce Financial Services Cloud

Partner XE

Business & Commerce
41 41%
Business & Commerce
59% 59
CRM
100 100%
CRM
0% 0
Office & Productivity
0 0%
Office & Productivity
100% 100
Finance
48 48%
Finance
52% 52

User comments

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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...

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

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.

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

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