--- description: Financial Services Cloud : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Financial Services Cloud - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels pour compagnie d'assurance](/directory/20035/insurance-agency/software) > [Financial Services Cloud](/software/166075/financial-crm) # Financial Services Cloud Canonical: https://fr.capterra.ca/software/166075/financial-crm > Renforcez la confiance envers votre activité avec une expérience de services financiers unifiée. > > Conclusion : 5 utilisateurs lui ont donné la note de **4.8/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise Financial Services Cloud? Les conseillers financiers, les banquiers de détail, leurs équipes et leurs clients ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.8/5** | 5 Avis | | Simplicité | 4.2/5 | D'après l'ensemble des avis | | Support client | 4.8/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.5/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.4/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 90% | (9/10 Probabilité de recommander le produit) | ## À propos du vendeur - **Entreprise**: Salesforce - **Pays**: San Francisco, É.-U. - **Fondé**: 2003 ## Contexte commercial - **À partir de**: 325,00 $ US - **Type de licence**: (Version d’essai gratuite) - **Public cible**: Travailleur autonome, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Déploiement et plateformes**: Cloud, SaaS, web - **Langues**: anglais - **Pays disponibles**: Afrique du Sud, Albanie, Allemagne, Andorre, Argentine, Australie, Autriche, Belgique, Bolivie, Bosnie-Herzégovine, Brésil, Bulgarie, Bélarus, Canada, Chili, Chypre, Cité du Vatican, Colombie, Croatie, Danemark et 65 de plus ## Fonctionnalités - Asset Lifecycle Management - Base de données de clients - Base de données de clients - Broker/Agent Portal - Calendrier d'amortissement - Comparateur d'assurances - Comptabilité - Devis - Distribution automatique de fonds - Déclarations de sinistre électroniques - Facturation - Fonctions pour secteur de l'assurance - For Financial Institutions - Gestion client - Gestion de la conformité - Gestion des campagnes - Gestion des clients - Gestion des commissions - Gestion des contacts - Gestion des courriels - Gestion des documents - Gestion des emprunteurs - Gestion des leads - Gestion des polices d'assurance - Gestion des portefeuilles - Gestion des risques - Gestion des réclamations - Gestion des stratégies - Gestion des tâches - Gestion financière - Importation et exportation de données - Logiciels CRM (gestion de la relation client) - Mesure des performances - Outils de collaboration - Piste d'audit - Portail client - Prise de décision et souscription automatisées - Préqualification - Rapports et analyses - Rapports et statistiques - Real-Time Data - Stockage de documents - Suivi de la conformité - Suivi des garanties - Suivi des interactions - Suivi des réclamations - Tableau de bord d'activités - Third-Party Integrations - Téléchargement d'opérateurs - Visualisation de données ... et 10 fonctionnalités supplémentaires ## Intégrations (9 au total) - Chargent - Professional Services Cloud - QuickBooks Online - QuickBooks Online Advanced - SAP Concur - Sage Intacct - Salesforce Sales Cloud - Workato - Xero ## Ressources d'aide - Service client/courriel - FAQ/forums - Base de connaissances - Support téléphonique - Support 24/7 (réponse directe) - Chat/Clavardage ## Category - [Logiciels pour compagnie d'assurance](https://fr.capterra.ca/directory/20035/insurance-agency/software) ## Catégories connexes - [Logiciels de CRM pour assureurs](https://fr.capterra.ca/directory/32554/insurance-crm/software) - [Solutions de services financiers](https://fr.capterra.ca/directory/31123/financial-services/software) - [Logiciels de gestion financière](https://fr.capterra.ca/directory/31136/financial-management/software) - [Logiciels de gestion des investissements](https://fr.capterra.ca/directory/20010/investment-management/software) - [Logiciels de gestion des prêts](https://fr.capterra.ca/directory/30088/loan-servicing/software) ## Logiciels similaires 1. [Zoho CRM](https://fr.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [Maximizer CRM](https://fr.capterra.ca/software/154610/maximizer-crm) — 4.1/5 (366 reviews) 3. [HubSpot CRM](https://fr.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 4. [Redtail CRM](https://fr.capterra.ca/software/121349/redtail-crm) — 4.1/5 (85 reviews) 5. [eWay-CRM](https://fr.capterra.ca/software/152769/eway-crm) — 4.5/5 (820 reviews) ## Avis ### "A software that allows me to easily optimize financial management." — 5.0/5 > **Nayari** | *28 août 2023* | Services et technologies de l'information | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 > **Utilisateur vérifié** | *9 décembre 2025* | Services d'information | Taux de recommandation : 9.0/10 > > **Avantages**: I liked how Financial Services Cloud improves collaboration between team members. Everyone can see up-to-date client information, which makes coordination much smoother. > > **Inconvénients**: 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 avril 2022* | Services financiers | Taux de recommandation : 6.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 > **Utilisateur vérifié** | *5 mai 2025* | Banque | Taux de recommandation : 10.0/10 > > **Avantages**: 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 > > **Inconvénients**: Learning curve can be a bit steep when it comes to deal model, referral metadata, etc. ----- ### "Review of Salesforce" — 4.0/5 > **Michelle** | *22 avril 2022* | Services financiers | Taux de recommandation : 8.0/10 > > **Avantages**: I like how customizable the software is. You can have it built around your business and not the other way around. > > **Inconvénients**: 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. ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/166075/financial-crm) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées