360 Score: 4.18
(3 Reviews)
For Vendors
  • California, USA
  • 1999
  • $10BN to $50BN

SALESFORCE Einstein in AI in Fintech Solutions

SALESFORCE Einstein Overview

Salesforce’s Einstein platform acts as a basis for financial industry applications. Moreover, the company launched the Financial Services Cloud Einstein, a CRM platform for financial advisors. The offering helps in getting information about the client, such as the client’s family wealth ecosystem, financial account information, information about the client, and his/her household.


The company offers its Einstein platform for financial industry applications. It also offers a CRM platform for financial advisors that helps them get a client's financial account information as well as family wealth ecosystem.

  • Product Maturity / Business Analytics and Reporting / Busine...
    Real-time Reporting Capability
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  • Customer Support
  • Sales Support
  • Technical Support
  • Dedicated Account Manager (DAM)
  • Product Demos
  • Proof of Concept
  • Software Requirement Specification (SRS)
  • Business Finance & Expense Reporting
  • Data gathering
  • Debt Collection
  • Cross-platform functionality
  • Chatbot / Personal Finance
  • Credit Lending / Scoring
  • Accessible analytics
  • Asset and Portfolio Management
  • Fraud Detection
  • Mode
  • Money-Laundering Prevention
  • Personalization
  • Limited Product Variants
    Limits what data you can use. Requires additional platform to connect.
  • Expensive
    The biggest con is that it is expensive. Thus with higher costs it is not recommend for a smaller business unless one has large revenue/profit margins. Show More
  • Billing
  • Cloud
  • Market Research / Sentiment Analysis
  • On-Premises
  • R&D Spend
  • Regulatory compliance
  • Insurance Management
  • No. of Innovations
  • Product Upgradation
  • Services
  • Consulting & Training
  • Support & Maintenance
  • On-Site Support
  • Remote Support
  • Automated Customer Support
  • New Product Launches
  • Deployment
  • Product Quality and Reliability
See More

SALESFORCE Einstein Reviews


“Build chatbots for financial applications"

Salesforce offers Einstein Agent chatbots, built natively on the Salesforce Platform that allows developers to build chatbots for any finance application. Salesforce''s Financial Services Cloud Einstein is a CRM platform for financial advisors. The offering helps in obtaining information such as the client’s family wealth ecosystem, financial account information, information about the client, and his/her household.
Business Analyst,Company Name Classified
Business Analyst, Company Name Classified
(*)(*)(*)(*)( )4

“Efficient in organizing"

For someone like me, constantly looking to sort, categorize, and arrange items, Saleforce Einstein was a godsend. It is perfect for organizing tasks, teams, recipient lists, contact details, and so on. It makes life much easier. You can do all this and also communicate effectively with your team members. The only slight problem is that it can be a little confusing. And you may get messages stating errors and asking you for administrator access at times.
Vice President,Company Name Classified
Vice President, Company Name Classified
(*)(*)(*)(*)( )4

“Perfect partner for business development"

I was looking for a product that would help process large amounts of data and is easy to use. This is exactly what I got with Einstein Analytics. It is exceptionally easy to use and is pleasant to look at as well. It is accessible from anywhere at any time, which is not something that can be said for a lot of other products. One major drawback, though is that it is steeply priced, especially for small businesses. Also, sometimes updates and the terminology can be challenging to understand. Apart from that, it is a great product for everyone.

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SALESFORCE Einstein Presence in AI in Fintech Solutions
The company, to sustain in the market, is applying various strategies, such as product developments, investment in AI technology, and partnership with key industry players. For instance, the company joined partnership on AI. The Partnership on AI Association aims at leveraging the benefits of AI as well as educates the society about the AI technology. It is a non-profit partnership, created to harness the power of AI in fielding, development, and testing of AI. In order to better leverage the technology and offer better services to customers, the company joined Partnership on AI Association. Additionally, the company is also focusing on partnerships with key industry players, founding members, and non-profit organizations. The partners of the company include Amazon, Apple, Google, Facebook, Microsoft, and IBM; the existing partners, such as Open AI, ALCU, and AAAI; and the new partners, such as Allen Institute for Artificial Intelligence (AI2), Digital Asia Hub, and eBay.

Top SALESFORCE Einstein Features

#1 Product Features and Functionality / Customer Behavioral Analytics
#2 Product Features and Functionality / Core Features
#3 Product Features and Functionality / Business Analytics and Reporting
#4 Business Analytics and Reporting / Data gathering
#5 Customer Behavioral Analytics / Debt Collection


SALESFORCE Einstein has chosen it’s strengths in these 3 territories
  • Niche Quadrant


  • Niche Quadrant

    All-Middle East and Africa

  • Niche Quadrant