Intapp CRM vs. Salesforce Financial Services Cloud
| Product | Rating | Most Used By | Product Summary | Starting Price |
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 Intapp CRM | Score4 out of 10 | N/A | Intapp aims to turn legacy CRM on its head and offers technology to help financial firms and professionals accelerate growth while ensuring client relationships stay strong. Intapp CRM provides sector and practice 360-degree intelligence to help partners develop key-client plans, enables business development teams to identify new opportunities, and help marketers to deliver events and campaigns. | N/A |
 Salesforce Financial Services Cloud | Score8.2 out of 10 | N/A | The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services… | $300 per month billed annually per user |
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| Editions & Modules | No answers on this topic |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
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| Intapp CRM | Salesforce Financial Services Cloud | |
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| Likelihood to Recommend | - | 8.0 |
| Intapp CRM | Salesforce Financial Services Cloud | |
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| Likelihood to Recommend | No answers on this topic |
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| Pros | No answers on this topic |
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| Alternatives Considered | No answers on this topic |
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| Return on Investment | No answers on this topic |
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