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 / 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 / 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
  • Product Maturity / Customer Behavioral Analytics
    Debt Collection
  • Product Maturity / Core Features
    Cross-platform functionality
  • Product Maturity / Customer Behavioral Analytics
    Chatbot / Personal Finance
  • Product Maturity / Customer Behavioral Analytics
    Credit Lending / Scoring
  • Product Maturity / Core Features
    Accessible analytics
  • Product Maturity / Customer Behavioral Analytics
    Asset and Portfolio Management
  • Product Maturity / Business Analytics and Reporting
    Fraud Detection
  • Product Maturity / Deployment
    Mode
  • Product Maturity / Core Features
    Money-Laundering Prevention
  • Product Maturity / Core Features
    Personalization
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
  • Product Maturity / Customer Behavioral Analytics
    Billing
  • 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
  • Product Maturity / Customer Behavioral Analytics
    Insurance Management
  • Product Maturity / Product Quality and Reliability
    No. of Innovations
  • Product Maturity / Product Enhancement Development
    Product Upgradation
  • Product Maturity
    Services
  • Product Maturity / Services offered
    Consulting & Training
  • Product Maturity / Services offered
    Support & Maintenance
  • Product Maturity / Medium of Delivery of Support Services
    On-Site Support
  • Product Maturity / Medium of Delivery of Support Services
    Remote Support
  • Product Maturity / Customer Behavioral Analytics
    Automated Customer Support
  • Product Maturity / Product Enhancement Development
    New Product Launches
  • Product Maturity
    Deployment
  • Product Maturity
    Product Quality and Reliability
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
  • Customer Behavioral Analytics
    Debt Collection
  • Business Analytics and Reporting
    Data gathering
  • Business Analytics and Reporting
    Business Finance & Expense Reporting
  • Core Features
    Cross-platform functionality
  • Customer Behavioral Analytics
    Automated Customer Support
  • Pre-Sales Support Activity
    Product Demos
  • Core Features
    Personalization

CONNECT with this company

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SALESFORCE Einstein Presence in AI in Fintech Solutions

Questions & Answers

TOP REVIEWS

Get help
Internal Analyst,MnM
Internal Analyst, MnM
#4 in AI in Fintech Solutions

“Build chatbots for financial applications"

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

(*)(*)(*)(*)( )4
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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Marie Stelle

Engagement Partner - 360Quadrants.com