--- description: Detaillierte Informationen über Financial Services Cloud zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Financial Services Cloud Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [CRM Software für Versicherungen](/directory/32554/insurance-crm/software) > [Financial Services Cloud](/software/166075/financial-crm) # Financial Services Cloud Canonical: https://www.capterra.com.de/software/166075/financial-crm > Führt Versicherer und Versicherungsnehmer mit Financial Services Cloud zusammen. > > Bewertung: **4.8/5** von 5 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Financial Services Cloud? Finanzberater, Einzelhandelsbanken, ihre Teams und ihre Kunden ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.8/5** | 5 Nutzerbewertungen | | Bedienkomfort | 4.2/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.8/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.5/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.4/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Salesforce - **Region**: San Francisco, USA - **Gegründet**: 2003 ## Gewerblicher Kontext - **Startpreis**: 325,00 $ - **Preismodell**: (Kostenlose Testversion) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Albanien, Andorra, Argentinien, Australien, Belarus, Belgien, Bolivien, Bosnien und Herzegowina, Brasilien, Bulgarien, Chile, Deutschland, Dänemark, Ecuador, Estland, Falklandinseln, Finnland, Frankreich, Französisch-Guayana, Färöer und 65 weitere ## Funktionen - Abrechnung & Rechnungsstellung - Aktivitäts-Dashboard - Angebote / Schätzungen - Ansprüche nachverfolgen - Asset Lifecycle Management - Audit Trail - Aufgabenmanagement - Automat. Entscheidungsfindung / Underwriting - Automatische Fonds-Verteilung - Berichterstattung / Analyse - Berichterstattung und Statistik - Broker/Agent Portal - Buchhaltung - CRM - Compliance Management - Compliance-Verfolgung - Daten-Import / -Export - Datenvisualisierung - Dokumentenmanagement - Dokumentenspeicher - E-Mail-Management - Elektronische Ansprüche - Finanzmanagement - For Financial Institutions - Für Versicherungsbranche - Kampagnenmanagement - Kontaktmanagement - Kreditnehmer-Management - Kundendatenbank - Kundendatenbank - Kundenmanagement - Kundenmanagement - Kundenportal - Leadmanagement - Leistungskennzahlen - Lieferanten-Upload - Portfoliomanagement - Provisionsmanagement - Real-Time Data - Reklamationsabwicklung - Richtlinien Managemen- - Risikomanagement - Sicherheiten-Tracking - Third-Party Integrations - Tilgungsplan - Verfolgung von Interaktionen - Vergleichende Einstufung der Versicherungen - Verwaltung von Versicherungspolicen - Vorab-Qualifizierung - Werkzeuge zur Zusammenarbeit ... und 10 weitere Funktionen ## Integrationen (9 insgesamt) - Chargent - Professional Services Cloud - QuickBooks Online - QuickBooks Online Advanced - SAP Concur - Sage Intacct - Salesforce Sales Cloud - Workato - Xero ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - 24/7 Live-Support - Chat ## Category - [CRM Software für Versicherungen](https://www.capterra.com.de/directory/32554/insurance-crm/software) ## Ähnliche Kategorien - [CRM Software für Versicherungen](https://www.capterra.com.de/directory/32554/insurance-crm/software) - [Finanzdienstleister Software](https://www.capterra.com.de/directory/31123/financial-services/software) - [Finanzverwaltungssoftware](https://www.capterra.com.de/directory/31136/financial-management/software) - [Anlagenverwaltung Software](https://www.capterra.com.de/directory/20010/investment-management/software) - [Kreditsoftware](https://www.capterra.com.de/directory/30088/loan-servicing/software) ## Alternativen 1. [Redtail CRM](https://www.capterra.com.de/software/121349/redtail-crm) — 4.1/5 (85 reviews) 2. [Zoho CRM](https://www.capterra.com.de/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Maximizer CRM](https://www.capterra.com.de/software/154610/maximizer-crm) — 4.1/5 (366 reviews) 4. [eWay-CRM](https://www.capterra.com.de/software/152769/eway-crm) — 4.5/5 (822 reviews) 5. [HubSpot CRM](https://www.capterra.com.de/software/152373/hubspot-crm) — 4.5/5 (4453 reviews) ## Nutzerbewertungen ### "A software that allows me to easily optimize financial management." — 5.0/5 > **Nayari** | *28. August 2023* | Informationstechnologie & -dienste | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 > **Verifizierter Rezensent** | *9. Dezember 2025* | Informationsdienst | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: I liked how Financial Services Cloud improves collaboration between team members. Everyone can see up-to-date client information, which makes coordination much smoother. > > **Nachteile**: 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. April 2022* | Finanzdienstleistungen | Empfehlungsbewertung: 6.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 > **Verifizierter Rezensent** | *5. Mai 2025* | Bankwesen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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 > > **Nachteile**: Learning curve can be a bit steep when it comes to deal model, referral metadata, etc. ----- ### "Review of Salesforce" — 4.0/5 > **Michelle** | *22. April 2022* | Finanzdienstleistungen | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: I like how customizable the software is. You can have it built around your business and not the other way around. > > **Nachteile**: 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. ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/166075/financial-crm) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten