Comparison Summary
This comparison report of Salesforce Financial Services Cloud vs. Wealthbox CRM is based on a specific set of business needs and context. The comparison uses 1117 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Salesforce Financial Services Cloud and Wealthbox CRM
Salesforce Financial Services Cloud, and Wealthbox CRM 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.
Wealthbox CRM focuses on Collaboration with Offline, Workflow Management, Contact List Management with Website, Conference Call Management with Offline, etc.
"We've found a partner in innovation with Salesforce. " - Hikmet Ersek
"Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. " - Toussaint Bailey
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.
Wealthbox CRM
Focus area
Wealthbox CRM is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
Build a lifetime of trust with a unified financial services experience
Modern CRM for financial advisors
Age
1999
Financials
IPO
Business Need
Total Processes
(we found evidences for)
48
40
Total Goals
(we found evidences for)
6
4
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Improve visibility
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Increase sales & revenue
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Increase customer life time value
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Improve ROI
- See 3 more
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Acquire customers
-
Enhance customer relationships
-
Grow market share
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Improve digital and social presence
- See 1 more
Top Channels
Channels Used
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offline
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e-mail
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social media
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events
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trade shows
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mass media
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website
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video
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Twitter
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phone calls
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user generated content
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blogs
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point of sale
- See 10 more
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offline
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e-mail
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social media
-
events
-
trade shows
-
mass media
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website
-
video
-
Twitter
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phone calls
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user generated content
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blogs
-
point of sale
- See 10 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
