Salesforce Financial Services Cloud vs. Hubly
A side-by-side comparison based on G2 review data.
| Metric | Salesforce Financial Services Cloud | Hubly |
|---|---|---|
| Overall rating | 4.2 | 4.9 |
| Review count | 405 | 10 |
| Ease of use | 8.2 | 9.5 |
| Ease of setup | 7.9 | 10.0 |
| Quality of support | 8.6 | 10.0 |
| Meets requirements | 8.8 | 9.6 |
| NPS | 43.733333 | 100 |
| Small Business | 21.9% | 100.0% |
| Mid-Market | 32.6% | 0.0% |
| Enterprise | 45.6% | 0.0% |
| Total page views | 1,702 | 52 |
| Total LLM citations | 6,220 | 42 |
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.
Hubly
Hubly's software helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships. Hubly's easy to use technology prevents things from falling through the cracks for financial advisors and their teams.