--- description: Scopri le funzionalità di Financial Services Cloud, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Financial Services Cloud - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Software CRM per assicurazioni](/directory/32554/insurance-crm/software) > [Financial Services Cloud](/software/166075/financial-crm) # Financial Services Cloud Canonical: https://www.capterra.it/software/166075/financial-crm > Riunisci assicuratori e assicurati con Financial Services Cloud. > > Conclusione: valutazione di **4.8/5** stelle assegnate da 5 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza Financial Services Cloud? Consulenti finanziari, addetti di attività bancarie al dettaglio, i loro team e i loro clienti. ## Statistiche e valutazioni | Parametro | Valutazione | Dettaglio | | **Nel complesso** | **4.8/5** | 5 Recensioni | | Facilità d'uso | 4.2/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 4.8/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 4.5/5 | Sulla base delle recensioni complessive | | Funzionalità | 4.4/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 90% | (9/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: Salesforce - **Area geografica**: San Francisco, USA - **Anno di fondazione**: 2003 ## Contesto commerciale - **Prezzo di partenza**: 325,00 USD - **Modello tariffario**: (Versione di prova gratuita (free trial)) - **Pubblico target**: Lavoratore autonomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementazione e piattaforme**: Cloud, SaaS, Web - **Lingue supportate**: inglese - **Paesi disponibili**: Albania, Andorra, Argentina, Australia, Austria, Belgio, Bielorussia, Bolivia, Bosnia ed Erzegovina, Brasile, Bulgaria, Canada, Cechia, Cile, Cipro, Città del Vaticano, Colombia, Croazia, Danimarca, Ecuador e altri 65 ## Funzionalità - Archiviazione di documenti - Asset Lifecycle Management - Banca dati cliente - Broker/Agent Portal - CRM - Caricamento di operatori - Contabilità - Creazione di report/analisi - Database clienti - Distribuzione automatica di fondi - Fatturazione e contabilizzazione - For Financial Institutions - Gestione contatti - Gestione dei clienti - Gestione dei debitori - Gestione del portafoglio - Gestione del rischio - Gestione della campagna - Gestione della clientela - Gestione della conformità - Gestione della posta elettronica - Gestione delle attività - Gestione delle commissioni - Gestione delle polizze assicurative - Gestione di documenti - Gestione di potenziali clienti - Gestione finanziaria - Gestione polizze - Gestione reclami - Importazione/Esportazione di dati - Monitoraggio della conformità - Monitoraggio delle garanzie - Monitoraggio reclami - Parametri prestazionali - Per il settore assicurativo - Piano di ammortamento - Portale clienti - Prequalificazione - Presa di decisioni/sottoscrizione automatica - Preventivi/Stime - Quadro della attività - Real-Time Data - Reclami in formato elettronico - Rendicontazione e analisi statistiche - Strumenti collaborativi - Third-Party Integrations - Tracciamento delle interazioni - Tracciato di controllo - Valutazione comparativa delle assicurazioni - Visualizzazione di dati ... e altre 10 funzionalità ## Integrazioni (9 in totale) - Chargent - Professional Services Cloud - QuickBooks Online - QuickBooks Online Advanced - SAP Concur - Sage Intacct - Salesforce Sales Cloud - Workato - Xero ## Opzioni di supporto - Email/Help desk - FAQ/Forum - Knowledge Base - Assistenza telefonica - Assistenza diretta 24 ore su 24 - Chat ## Categoria - [Software CRM per assicurazioni](https://www.capterra.it/directory/32554/insurance-crm/software) ## Categorie correlate - [Software CRM per assicurazioni](https://www.capterra.it/directory/32554/insurance-crm/software) - [Software per servizi finanziari](https://www.capterra.it/directory/31123/financial-services/software) - [Software per tesoreria aziendale](https://www.capterra.it/directory/31136/financial-management/software) - [Software di gestione finanziaria](https://www.capterra.it/directory/20010/investment-management/software) - [Software per l'erogazione dei prestiti](https://www.capterra.it/directory/30088/loan-servicing/software) ## Alternative 1. [Redtail CRM](https://www.capterra.it/software/121349/redtail-crm) — 4.1/5 (85 reviews) 2. [Zoho CRM](https://www.capterra.it/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Maximizer CRM](https://www.capterra.it/software/154610/maximizer-crm) — 4.1/5 (366 reviews) 4. [eWay-CRM](https://www.capterra.it/software/152769/eway-crm) — 4.5/5 (820 reviews) 5. [HubSpot CRM](https://www.capterra.it/software/152373/hubspot-crm) — 4.5/5 (4453 reviews) ## Recensioni ### "A software that allows me to easily optimize financial management." — 5.0/5 > **Nayari** | *28 agosto 2023* | Servizi e tecnologie dell'informazione | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: It is a great software that has the ability to manage and analyze financial data in real time and gives me a complete and accurate view of the financial health of the company. It is a highly customizable and adaptable software, it allows me to adjust the platform to the unique needs of my organization, optimizing processes and workflows. Shared access to information and collaboration between teams has improved communication and strategic decision making. The reporting and analytics functionality allows me to identify trends, opportunities and risks, allowing me to make informed and informed financial decisions. > > **Inconvenienti**: What has been a drawback for us is its initial implementation, as it can require a significant investment of time and resources. It has a steep learning curve, especially for those who are not familiar with the platform. Additionally, integration with legacy systems and applications can present technical challenges that require careful planning and configuration expertise. Difficulties are quickly overcome and it allows us to enjoy the benefits of this tool very quickly. > > The great benefits of this software have allowed us to automate processes that have reduced the manual workload and allowed me to spend more time on strategic tasks such as financial planning and analysis. It has improved the efficiency in the management of clients and portfolios, allowing me to provide a more personalized and quality service to our clients. Collaboration between teams has been simplified, which has improved communication and coordination on key financial projects. Enable real-time visibility into financial data that has improved decision making and enabled an agile response to market changes. ----- ### "Good for Day-to-Day Use - Slightly Complex at First" — 5.0/5 > **Utente Verificato** | *9 dicembre 2025* | Servizi di informazione | Tasso di raccomandazione: 9.0/10 > > **Vantaggi**: I liked how Financial Services Cloud improves collaboration between team members. Everyone can see up-to-date client information, which makes coordination much smoother. > > **Inconvenienti**: The user interface can feel cluttered, especially when working with multiple records or reports at once. > > Overall, I found Financial Services Cloud to be intuitive and helpful in keeping client and account information organized. The dashboards, automation, and reporting tools made my tasks easier and more efficient. ----- ### "Salesforce FSC Review" — 5.0/5 > **Brittany** | *12 aprile 2022* | Servizi finanziari | Tasso di raccomandazione: 6.0/10 > > **Vantaggi**: I like how you can customize anything and everything about Salesforce FSC. If you know how to administer the platform, the possibilities are endless. It is very straight forward to problem solve certain features such as workflow management or contact information. > > **Inconvenienti**: I like that it can do so much, but I also don't like it. They give you a bunch of alternate ways to really pull in what you need. If you want to see account information you need to set up APIs. Don't know how? You need a third party to come in and do it for you. Oh, but wait, you need ANOTHER one of their products that they don't tell you until AFTER you buy FSC. You don't need to know code, but you have to hire a developer that does. It's very frustrating how many third parties need to be brought in to get something that should really be included. If you have the means, go for it, otherwise it's an endless blackhole of expenses. > > It gets the job done but on a really high level. You can't actually do anything transactional related unless you write specific code. So if you want to see all your platforms in one place and the values for all the clients, then this is the platform you want, but keep in mind this is only a small piece of the puzzle. To get it to work, you need to bring on other items and third party consultants. It can get to be a large project. ----- ### "Great financial services product." — 5.0/5 > **Utente Verificato** | *5 maggio 2025* | Servizi bancari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: Thoughtfully designed. Able to use it for all types of financial products, and am able to utilized the compliant data sharing to keep confidential information secure > > **Inconvenienti**: Learning curve can be a bit steep when it comes to deal model, referral metadata, etc. ----- ### "Review of Salesforce" — 4.0/5 > **Michelle** | *22 aprile 2022* | Servizi finanziari | Tasso di raccomandazione: 8.0/10 > > **Vantaggi**: I like how customizable the software is. You can have it built around your business and not the other way around. > > **Inconvenienti**: It could be a little more user friendly. There seem to be many ways to navigate to the same place, or many ways to do the same thing. ## Link - [Visualizza su Capterra](https://www.capterra.it/software/166075/financial-crm) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Dati strutturati