G2 Vendor Directory

Salesforce Financial Services Cloud vs. 360 View CRM

A side-by-side comparison based on G2 review data.

MetricSalesforce Financial Services Cloud

by Salesforce

360 View CRM

by Abrigo

Overall rating4.24.4
Review count40512
Ease of use8.28.3
Ease of setup7.94.3
Quality of support8.68.8
Meets requirements8.88.8
NPS43.73333358.333333
Small Business21.9%25.0%
Mid-Market32.6%58.3%
Enterprise45.6%16.7%
Total page views1,70286
Total LLM citations6,220277

Salesforce Financial Services Cloud

Become an agentic financial services enterprise with the world’s #1 AI-powered CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer so you can personalize customer engagement using purpose-built automation with industry-specific AI. Scale your enterprise with AI agents purpose-built for financial services. *Power customer-centric AI with real-time data.

Pros

    360 View CRM

    Abrigo's Banking CRM Platform is powered by the 360 View CRM suite, combining CRM, marketing automation, customer analytics, profitability measurement, and goals and incentives management into one unified solution purpose-built for community banks and credit unions.

    Pros