Salesforce Financial Services Cloud vs. Schwab Advisor Center

Salesforce Financial Services Cloud

26 Reviews and Ratings

Schwab Advisor Center

1 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
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
Schwab Advisor Center	Score10 out of 10	N/A	Schwab Advisor Center enables independent registered investment advisors to monitor and manage client accounts. It is available with iOS and Android mobile apps.	N/A

Pricing

Salesforce Financial Services Cloud

Schwab Advisor Center

Sales: $300
per month billed annually per user
Service: $300
per month billed annually per user
Sales and Service: $325
per month billed annually per user
Einstein 1 for Sales and Service: $700
per month billed annually per user

No answers on this topic

Pricing Offerings
Salesforce Financial Services Cloud	Schwab Advisor Center
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

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User Ratings
	Salesforce Financial Services Cloud	Schwab Advisor Center
Likelihood to Recommend	8.0 (1 ratings)	- (0 ratings)

User Testimonials
	Salesforce Financial Services Cloud	Schwab Advisor Center
Likelihood to Recommend	Salesforce Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in Incentivized Verified User Read full review	Charles Schwab No answers on this topic
Pros	Salesforce Organization. Tracking. User friendly. Incentivized Verified User Read full review	Charles Schwab No answers on this topic
Alternatives Considered	Salesforce We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company. Incentivized Verified User Read full review	Charles Schwab No answers on this topic
Return on Investment	Salesforce Helped track everything in one place. Incentivized Verified User Read full review	Charles Schwab No answers on this topic
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