--- description: ¿Qué piensan los usuarios de Financial Services Cloud? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Financial Services Cloud gracias a Capterra Ecuador. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Financial Services Cloud - Opiniones, precios y características - Capterra Ecuador 2026 --- Breadcrumb: [Inicio](/) > [Software CRM para aseguradoras](/directory/32554/insurance-crm/software) > [Financial Services Cloud](/software/166075/financial-crm) # Financial Services Cloud Canonical: https://www.capterra.ec/software/166075/financial-crm > Financial Services Cloud reúne a aseguradoras y tomadores de pólizas. > > Veredicto: 5 usuarios lo han valorado con **4.8/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Financial Services Cloud? Asesores financieros, bancarios minoristas, sus equipos y sus clientes ## 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**: $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 - Almacenamiento de documentos - Asset Lifecycle Management - Base de datos de clientes - Base de datos de clientes - Broker/Agent Portal - CRM - Carga del operador - Clasificación de seguros comparada - Contabilidad - Creación de informes y estadísticas - Creación de informes/análisis - Cualificación previa - Distribución automática de fondos - Facturación - For Financial Institutions - Gestión de campañas - Gestión de carteras - Gestión de clientes - Gestión de clientes - Gestión de clientes potenciales - Gestión de comisiones - Gestión de contactos - Gestión de correo electrónico - Gestión de documentos - Gestión de la conformidad - Gestión de políticas - Gestión de prestatarios - Gestión de pólizas de seguros - Gestión de reclamaciones - Gestión de riesgos - Gestión de tareas - Gestión financiera - Herramientas de colaboración - Importación y exportación de datos - Métricas de rendimiento - Panel de actividades - Para el sector de los seguros - Planificación de amortización - Portal de clientes - Presupuestos y estimaciones - Real-Time Data - Reclamaciones electrónicas - Registro de auditoría - Seguimiento de garantías - Seguimiento de interacciones - Seguimiento de la conformidad - Seguimiento de reclamaciones - Third-Party Integrations - Toma de decisiones/evaluación de riesgo automatizada - Visualización de datos … y 10 características más ## 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 para aseguradoras](https://www.capterra.ec/directory/32554/insurance-crm/software) ## Categorías relacionadas - [Software CRM para aseguradoras](https://www.capterra.ec/directory/32554/insurance-crm/software) - [Software de servicios financieros](https://www.capterra.ec/directory/31123/financial-services/software) - [Herramientas de gestión financiera](https://www.capterra.ec/directory/31136/financial-management/software) - [Software de gestión de carteras](https://www.capterra.ec/directory/20010/investment-management/software) - [Software para préstamos](https://www.capterra.ec/directory/30088/loan-servicing/software) ## Alternativas 1. [Redtail CRM](https://www.capterra.ec/software/121349/redtail-crm) — 4.1/5 (85 reviews) 2. [Zoho CRM](https://www.capterra.ec/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Maximizer CRM](https://www.capterra.ec/software/154610/maximizer-crm) — 4.1/5 (366 reviews) 4. [eWay-CRM](https://www.capterra.ec/software/152769/eway-crm) — 4.5/5 (820 reviews) 5. [HubSpot CRM](https://www.capterra.ec/software/152373/hubspot-crm) — 4.5/5 (4451 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 Capterra](https://www.capterra.ec/software/166075/financial-crm) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados