Equisoft/connect vs. Salesforce Financial Services Cloud
A side-by-side comparison based on G2 review data.
| Metric | Equisoft/connect | Salesforce Financial Services Cloud |
|---|---|---|
| Overall rating | 4.4 | 4.2 |
| Review count | 26 | 405 |
| Ease of use | 9.1 | 8.2 |
| Ease of setup | 9.3 | 7.9 |
| Quality of support | 9.4 | 8.6 |
| Meets requirements | 9.4 | 8.8 |
| NPS | 61.538462 | 43.733333 |
| Small Business | 91.3% | 21.9% |
| Mid-Market | 8.7% | 32.6% |
| Enterprise | 0.0% | 45.6% |
| Total page views | 79 | 1,702 |
| Total LLM citations | 90 | 6,220 |
Equisoft/connect
Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.
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.