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.
|Product Features and Functionality|
|Product Quality and Reliability|
- Product Maturity / Business Analytics and Reporting / Busine...Real-time Reporting CapabilityOffers 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 / Customer Behavioral Analytics / BillingLimited Product VariantsLimits what data you can use. Requires additional platform to connect.
- Product MaturityExpensiveThe 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