Comparison Summary
This comparison report of Servis.ai (formerly FreeAgent CRM) vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 1011 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Servis.ai (formerly FreeAgent CRM) and Salesforce Financial Services Cloud
Servis.ai (formerly FreeAgent CRM), Salesforce Financial Services Cloud, Claritysoft CRM, Solve CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Servis.ai (formerly FreeAgent CRM) covers Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.
Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.
"FreeAgent helps us move in the right direction. We no longer spend our time on things that aren’t going to add value at the end of the day. " - FastTrack
"We've found a partner in innovation with Salesforce. " - Hikmet Ersek
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Boost productivity with AI-powered task management.
Build a lifetime of trust with a unified financial services experience
Age
1999
Financials
SEED
IPO
Business Need
Total Processes
(we found evidences for)
35
48
Total Goals
(we found evidences for)
11
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Increase sales & revenue
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Improve efficiency
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Acquire customers
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Improve ROI
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Improve internal communications
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Improve stakeholder relations
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Improve brand engagement
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Establish thought leadership
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Scale best practices
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Increase customer life time value
- See 8 more
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Enhance customer relationships
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Acquire customers
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Improve visibility
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Increase sales & revenue
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Increase customer life time value
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Improve ROI
- See 3 more
Top Channels
Channels Used
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
