Comparison Summary
This comparison report of Salesforce Financial Services Cloud vs. Practifi is based on a specific set of business needs and context. The comparison uses 910 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Salesforce Financial Services Cloud and Practifi
Salesforce Financial Services Cloud, and Practifi belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Salesforce Financial Services Cloud covers Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"We've found a partner in innovation with Salesforce. " - Hikmet Ersek
"Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. " - Kyle Wesley
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Build a lifetime of trust with a unified financial services experience
Business management platform powering growing financial advice firms
Age
1999
Financials
IPO
SERIES B
Business Need
Total Processes
(we found evidences for)
48
33
Total Goals
(we found evidences for)
6
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
-
Enhance customer relationships
-
Acquire customers
-
Improve visibility
-
Increase sales & revenue
-
Increase customer life time value
-
Improve ROI
- See 3 more
-
Acquire customers
-
Enhance customer relationships
-
Scale best practices
-
Increase sales & revenue
-
Enter new markets internationally or locally
-
Launch new products
-
Improve visibility
-
Build brand awareness
-
Manage risk
- See 6 more
Top Channels
Channels Used
-
e-mail
-
offline
-
on premises
-
mobile
-
promotions
-
website
-
mobile app
- See 4 more
-
e-mail
-
offline
-
on premises
-
mobile
-
promotions
-
website
-
mobile app
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
