Plans and Pricing
Compare pricing of Salesforce Financial Services Cloud vs Compare with the following detailed pricing plan info. Salesforce Financial Services Cloud comes in 2 packages: Foundation, Strength. On the other hand, Compare has not provided information about its pricing.
Screenshot
Take a look at the below screenshots and seamlessly compare the user interface of Salesforce Financial Services Cloud and SmartOffice (Ebix) for better insights.
Features
Compare between Salesforce Financial Services Cloud and SmartOffice (Ebix) on their key features and functionalities to pick the right one for your business.
- 360-degree client view with Financial Accounts, Goals, and Action Plans
- Relationship Map visualizing household and business connections
- Action Plan templates for onboarding, loan processing, and policy servicing
- Document Tracking and Compliance Alerts
- Einstein Next Best Action AI recommendations
- Real-time digital quoting and policy management for insurance
- Loan and deposit account origination tools
- Process Compliance Navigator for regulatory governance
- Built on Sales Cloud/Service Cloud Enterprise and Unlimited Edition foundation
- Centralized client, policy, and account data management
- Unified workspace for investment and insurance data
- Compliance support with task automation
- Client relationship tracking and personalization tools
- Meeting preparation and opportunity identification tools
- SmartOffice Anywhere mobile optimized access
- Microsoft Outlook, Word, and Excel plug in integration
- Data sharing capabilities among team members
Additional Details
| Details | Salesforce Financial Services Cloud | SmartOffice (Ebix) |
|---|---|---|
| Languages | english | english |
| Country | United States | United States |
| API Available | ✔ | ✖ |
| Run On Mobile Browser | ✔ | ✔ |
| Free Plan | ✖ | ✖ |
| Customization | ✔ | ✔ |
| Support | Email, Phone, Live Support, Training, Tickets | Email, Phone, Training, Tickets |
| Target Audience | smes, enterprises | smes, enterprises |
| Platforms | web app | web app |
| Subscription Plans | Yearly | Monthly |
| Deployment | cloud based | cloud based |