SALESFORCE Einstein in AI in Fintech Solutions

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.

USP : 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.

2.2
BUYERS
VENDORS
EXPERTS
4.1
ANALYSTS
 

SALESFORCE Einstein detailed analysis

Product Maturity
Company Maturity
Use Case Maturity
Most IMPORTANT
0.0
0.0
0.0
Product Features and Functionality
4.35
4.40
4.45
Product Quality and Reliability
3.40
3.40
3.10
Deployment
3.30
3.30
3.30
Services
4.35
4.55
4.30
LEAST IMPORTANT LESS IMPORTANT

PARTICIPATING QUADRANTS

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

    All-Europe

    35 Participants

  • Niche Quadrant

    All-Middle East and Africa

    25 Participants

  • Niche Quadrant

    All-Asia-Pacific

    32 Participants

REGIONS
North America Latin America Middle East and Africa Asia-Pacific Europe
STRENGTHS
  • Product Maturity / Customer Behavioral Analytics / Automated...
    Customized Solution
    Powered by advanced machine learning, deep learning, predictive analytics, natural language processing and smart data discovery, Einstein delivers intelligence directly within the context of business. And, because Einstein is built into the Salesforce platform, customers can customize their AI models for their specific needs. Show More
  • Product Maturity / Business Analytics and Reporting / Busine...
    Real-time Reporting Capability
    Offers real-time insight which helps to explore all data quickly using AI-powered advanced analytics, right in Salesforce. User can also programmatically manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards. Show More
  • Product Maturity / Core Features / Cross-platform functional...
    Advanced AI Platfrom
    It infuses advanced AI capabilities into apps so everyone can deliver more personalized and predictive customer experiences. Salesforce Einstein automatically discovers relevant insights, predicts future outcomes, proactively recommends best next steps, and even automates tasks. Show More
  • Product Maturity / Product Enhancement Development / New Pro...
    Innovative Fintech Solution
    Salesforce''s commercial banking app provides relationship managers with a complete view of every customer''s business and commercial accounts, and empowers them to identify and grow the most profitable relationships and streamline the onboarding of new clients. It also lets the commercial bankers make referrals to other parts of the bank, including wealth management and retail banking. Show More
  • Product Maturity
    Better Fintech Features
    SALESFORCE Einstein 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. Show More
  • Company Maturity / Partner Ecosystem
    Consultants
  • Company Maturity / Partner Ecosystem
    Distributors
  • Company Maturity / Partner Ecosystem
    Managed Service Providers
  • Company Maturity / Partner Ecosystem
    OEMs
  • Company Maturity / Partner Ecosystem
    System Integrators
  • Company Maturity / Partner Ecosystem
    Value Added Resellers (VAR)
  • Product Maturity / Support Services
    Customer Support
  • Product Maturity / Support Services
    Sales Support
  • Product Maturity / Support Services
    Technical Support
  • Product Maturity / Pre-Sales Support Activity
    Dedicated Account Manager (DAM)
  • Product Maturity / Pre-Sales Support Activity
    Product Demos
  • Product Maturity / Pre-Sales Support Activity
    Proof of Concept
  • Product Maturity / Pre-Sales Support Activity
    Software Requirement Specification (SRS)
  • Product Maturity / Business Analytics and Reporting
    Business Finance & Expense Reporting
  • Product Maturity / Business Analytics and Reporting
    Data gathering
WEAKNESSES
  • Product Maturity / Customer Behavioral Analytics / Billing
    Limited Product Variants
    Limits what data you can use. Requires additional platform to connect.
  • Product Maturity
    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
  • Company Maturity / Financial Strength
    Profitability
  • Company Maturity / % Revenue from Regions
    Revenue - Latin America
  • Company Maturity / % Revenue from Regions
    Revenue - Middle East and Africa
  • Product Maturity / Customer Behavioral Analytics
    Billing
  • Company Maturity / Effectiveness of Organic Growth Strategy
    New Applications
  • Company Maturity / Channel Strategy and Fit
    Strategy to Address New Target Audience
  • Company Maturity / Channel Strategy and Fit
    Distributors
  • Product Maturity / Mode
    Cloud
  • Product Maturity / Business Analytics and Reporting
    Market Research / Sentiment Analysis
  • Product Maturity / Mode
    On-Premises
  • Product Maturity / Product Quality and Reliability
    R&D Spend
  • Product Maturity / Business Analytics and Reporting
    Regulatory compliance
  • Company Maturity / Effectiveness of Organic Growth Strategy
    Business Expansion Strategy
  • Company Maturity / Financial Strength
    Forecasted Revenue Growth Rate
  • Company Maturity / Financial Strength
    Last Financial Year Revenue
  • Company Maturity / Effectiveness of Organic Growth Strategy
    New Customers in Last Two Years
  • Company Maturity / Mergers and Acquisitions Served
    No. of Joint Ventures
  • Company Maturity / Mergers and Acquisitions Served
    No. of Mergers and Acquisitions
See More

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TOP FEATURES
  • Product Features and Functionality
    Customer Behavioral Analytics
  • Product Features and Functionality
    Core Features
  • Product Features and Functionality
    Business Analytics and Reporting
  • Core Features
    Cross-platform functionality
  • Business Analytics and Reporting
    Business Finance & Expense Reporting
  • Customer Behavioral Analytics
    Debt Collection
  • Business Analytics and Reporting
    Data gathering
  • Customer Behavioral Analytics
    Automated Customer Support
  • Product Enhancement Development
    New Product Launches
  • Support Services
    Technical Support

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SALESFORCE Einstein Presence in AI in Fintech Solutions

Questions & Answers

TOP REVIEWS

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Business Analyst,Company Name Classified
Business Analyst, Company Name Classified
#4 in AI in Fintech Solutions

“Efficient in organizing"

(*)(*)(*)(*)( )4
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 in AI in Fintech Solutions

“Perfect partner for business development"

(*)(*)(*)(*)(*)5
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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