--- description: Busca información actualizada sobre Financial Services Cloud en GetApp Colombia. Lee opiniones verificadas y descubre sus funciones, características, precios y usabilidad. Compara Financial Services Cloud con productos similares hasta encontrar la opción adecuada. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Financial Services Cloud: precios, funciones y opiniones | GetApp Colombia 2026 --- Breadcrumb: [Inicio](/) > [Software CRM](/directory/230/crm/software) > [Financial Services Cloud](/software/109459/financial-services-cloud) # Financial Services Cloud Canonical: https://www.getapp.com.co/software/109459/financial-services-cloud > Financial Services Cloud permite a los equipos de servicios financieros acceder a información procesable sobre clientes y ofrecer consejos personalizados en cualquier canal o dispositivo. > > Veredicto: 5 usuarios lo han valorado con **4.8/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.8/5** | 5 Opiniones | | Facilidad de uso | 4.2/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.8/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.5/5 | Basado en las opiniones generales | | Funciones | 4.4/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Salesforce - **Ubicación**: San Francisco, EE. UU. - **Constitución**: 2003 ## Contexto comercial - **Precio inicial**: US$ 325,00 - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Despliegue y plataformas**: Cloud, SaaS, Web - **Idiomas admitidos**: inglés - **Países disponibles**: Albania, Alemania, Andorra, Argentina, Australia, Austria, Bielorrusia, Bolivia, Bosnia y Herzegovina, Brasil, Bulgaria, Bélgica, Canadá, Chequia, Chile, Chipre, Ciudad del Vaticano, Colombia, Croacia, Dinamarca y 65 más ## Funciones - API - Acceso móvil - Alertas y notificaciones - Almacenamiento de documentos - Almacenamiento seguro de datos - Análisis financiero - Análisis visual - Aplicaciones electrónicas - Arrastrar y soltar - Asset Lifecycle Management - Automatización de marketing - Automatización proceso/flujo de trabajo - Base de datos de clientes - Base de datos de clientes - Base de datos de contactos - Broker/Agent Portal - Búsqueda/filtro - CRM - Campos personalizables - Captura de clientes potenciales ## Integraciones (en total: 9) - Chargent - Professional Services Cloud - QuickBooks Online - QuickBooks Online Advanced - SAP Concur - Sage Intacct - Salesforce Sales Cloud - Workato - Xero ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Asistencia 24/7 - Chat ## Categoría - [Software CRM](https://www.getapp.com.co/directory/230/crm/software) ## Categorías relacionadas - [Software CRM](https://www.getapp.com.co/directory/230/crm/software) - [Software CRM para aseguradoras](https://www.getapp.com.co/directory/3083/insurance-crm/software) - [Software de servicios financieros](https://www.getapp.com.co/directory/1075/financial-services/software) - [Herramientas de gestión financiera](https://www.getapp.com.co/directory/1071/financial-management/software) - [Software para préstamos](https://www.getapp.com.co/directory/949/loan-servicing/software) ## Alternativas 1. [Zoho CRM](https://www.getapp.com.co/software/9908/zoho-crm) — 4.3/5 (6964 reviews) 2. [Redtail CRM](https://www.getapp.com.co/software/114375/redtail-crm) — 4.1/5 (85 reviews) 3. [Maximizer CRM](https://www.getapp.com.co/software/20482/maximizer-crm) — 4.1/5 (366 reviews) 4. [eWay-CRM](https://www.getapp.com.co/software/106997/eway-crm) — 4.5/5 (820 reviews) 5. [HubSpot CRM](https://www.getapp.com.co/software/102533/hubspot-crm) — 4.5/5 (4453 reviews) ## Opiniones ### "A software that allows me to easily optimize financial management." — 5.0/5 > **Nayari** | *28 de agosto de 2023* | Tecnología y servicios de la información | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 > **Usuario verificado** | *9 de diciembre de 2025* | Servicios de información | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: I liked how Financial Services Cloud improves collaboration between team members. Everyone can see up-to-date client information, which makes coordination much smoother. > > **Puntos en contra**: 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 de abril de 2022* | Servicios financieros | Valoración de la recomendación: 6.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 > **Usuario verificado** | *5 de mayo de 2025* | Banca | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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 > > **Puntos en contra**: Learning curve can be a bit steep when it comes to deal model, referral metadata, etc. ----- ### "Review of Salesforce" — 4.0/5 > **Michelle** | *22 de abril de 2022* | Servicios financieros | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: I like how customizable the software is. You can have it built around your business and not the other way around. > > **Puntos en contra**: 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. ## Enlaces - [Ver en GetApp](https://www.getapp.com.co/software/109459/financial-services-cloud) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | ----- ## Datos estructurados