Software Alternatives & Reviews

Salesforce Financial Services Cloud VS SmartOffice

Compare Salesforce Financial Services Cloud VS SmartOffice 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.

SmartOffice logo 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.
Salesforce Financial Services Cloud Landing Page
Salesforce Financial Services Cloud Landing Page
SmartOffice Landing Page
SmartOffice Landing Page

Salesforce Financial Services Cloud details

Categories
Business & Commerce CRM Personal Finance
Website salesforce.com  

SmartOffice details

Categories
Insurance Administration And Management CRM Sales Workflow
Website ebix.com  

Salesforce Financial Services Cloud videos

Perspectives on a Salesforce Financial Services Cloud Implementation

SmartOffice videos

Review App - SmartOffice

Category Popularity

0-100% (relative to Salesforce Financial Services Cloud and SmartOffice)
52
52%
48%
48
100
100%
0%
0
30
30%
70%
70
100
100%
0%
0

What are some alternatives?

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

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

Applied TAM - Power your agency with the management system that created the digital insurance industry with Applied TAM, The Agency Manager from Applied Systems.

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

AMS360 - AMS360. The management solution for your core business functions. Learn More View Brochure. BenefitPoint. The benefits solution that manages the unique challenges of your business.

Money Guide Pro - Money Guide Pro is a financial planning software solution.

QQCatalyst - Insurance Agency Management

User reviews

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