Financial Services Cloud Alternatives
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How are these alternatives similar to Financial Services Cloud?
The alternatives suggested are similar to Financial Services Cloud in terms of common software categories, shared features and the number of verified user reviews. Explore the following Financial Services Cloud alternatives to see if there are any Financial Services Cloud competitors that you should also consider in your software research.
What are the top 5 alternatives to Financial Services Cloud?
Top 20 alternatives
Overview
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more
Read more about Redtail CRM
Business size
S
M
L
Pricing
Starting from:
US$39.00
- Free Version
- Free Trial
Value for Money
4.2
0.1
Overview
A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.
Read more about A1 Tracker
Business size
S
M
L
Pricing
Starting from:
US$200.00
- Free Version
- Free Trial
Value for Money
4.8
0.5
Overview
TurnKey Lender platform automates all parts of the lending process for consumer and commercial creditors worldwide.
Read more about Turnkey Lender
Business size
S
M
L
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
4.3
Overview
Intellligrow is a mobile and web application-based lending solution. It offers a core banking application for NBFCs and microfinance. It assists with the entire lending process, from lead generation, document management, and loan origination to reporting. It supports credit bureau integrations.
Read more about Intelligrow
Business size
S
M
L
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
0
4.3
Overview
Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation to automate the entire customer journey with maximin degree of freedom.
Read more about Creatio CRM
Business size
S
M
L
Pricing
Starting from:
US$25.00
- Free Version
- Free Trial
Value for Money
4.7
0.4
Overview
Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.
Read more about Caspio
Business size
S
M
L
Pricing
Starting from:
US$90.00
- Free Version
- Free Trial
Value for Money
4.3
Overview
Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more
Read more about Shape
Business size
S
M
L
Pricing
Starting from:
US$119.00
- Free Version
- Free Trial
Value for Money
4.7
0.4
Overview
DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.
Read more about DigiFi
Business size
S
M
L
Pricing
Starting from:
US$2,995.00
- Free Version
- Free Trial
Value for Money
5
0.7
Overview
HES LoanBox is a ready-made lending platform with customization options. It offers full loan management process automation.
Read more about HES LoanBox
Business size
S
M
L
Pricing
Starting from:
US$75,000.00
- Free Version
- Free Trial
Value for Money
4.6
0.3
Overview
NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.
Read more about NetSuite
Business size
S
M
L
Pricing
Starting from:
US$8,000.00
- Free Version
- Free Trial
Value for Money
3.8
0.5
Overview
SAIBA is an insurance broker software solution designed for overseas direct insurance brokers. This software covers all aspects of the insurance business, including customer relationship management, policy administration, claims processing, accounting, reporting, and more. Key features include workflow automation, document management, renewal...
Read more about SAIBA Global
Business size
S
M
L
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
0
4.3
Overview
The Mortgage Office is a web based loan servicing software which helps to streamline, manage and automate current loan servicing tasks
Read more about The Mortgage Office
Business size
S
M
L
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
4.7
0.4
Overview
From cultivating leads with your prospects to servicing your existing client base, Striven offers a complete CRM software with the power of an ERP.
Read more about Striven
Business size
S
M
L
Pricing
Starting from:
US$35.00
- Free Version
- Free Trial
Value for Money
4.7
0.4
Overview
AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.
Read more about AFAS Software
Business size
S
M
L
Pricing
Starting from:
US$350.00
- Free Version
- Free Trial
Value for Money
4.3
Overview
Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.
Read more about Applied Epic
Business size
S
M
L
Pricing
Starting from:
US$1,000.00
- Free Version
- Free Trial
Value for Money
3.7
0.6
Overview
InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.
Read more about InsuredMine
Business size
S
M
L
Pricing
Starting from:
US$89.00
- Free Version
- Free Trial
Value for Money
4.7
0.4
Overview
Bitrix24 is the leading free online CRM software used by over 12 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling.
Read more about Bitrix24
Business size
S
M
L
Overview
ABLE Platform completely automates the processes of loan origination and loan management for banks, fintechs, retail lenders and microfinance. Manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.
Read more about ABLE Platform
Business size
S
M
L
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
5
0.7
Overview
VobeSoft is a business software solution that configures a cloud database into business solutions without coding. Companies can use a pre-defined template or build custom enterprise applications.
Read more about VobeSoft
Business size
S
M
L
Pricing
Starting from:
US$110.00
- Free Version
- Free Trial
Value for Money
4.7
0.4
Overview
ParaCode is a cloud-based policy administration and claims management software platform that is product agnostic and is aimed at anyone in the insurance market including MGA’s, Brokers and Insurers who want to take advantage of our Broker portal, Marketplace and Online sales functionality.
Read more about ParaCode
Business size
S
M
L
Pricing
Starting from:
Not provided by vendor
- Free Version
- Free Trial
Value for Money
4.8
0.5
Related categories
CRM Software
Popular comparisons
- Financial Services Cloud Vs Redtail CRM
- Financial Services Cloud Vs A1 Tracker
- Financial Services Cloud Vs Turnkey Lender
- Financial Services Cloud Vs Intelligrow
- Financial Services Cloud Vs Creatio CRM
- Financial Services Cloud Vs Caspio
- Financial Services Cloud Vs Shape
- Financial Services Cloud Vs DigiFi
- Financial Services Cloud Vs HES LoanBox
- Financial Services Cloud Vs NetSuite
- Financial Services Cloud Vs SAIBA Global
- Financial Services Cloud Vs The Mortgage Office
