TrustRadius

Broadridge Client Information Management vs. Salesforce Financial Services Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Broadridge Client Information Management
Score 8.9 out of 10
N/A
Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.N/A
Salesforce Financial Services Cloud
Score 8.1 out of 10
N/A
The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…N/A
Pricing
Broadridge Client Information ManagementSalesforce Financial Services Cloud
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
Broadridge Client Information ManagementSalesforce Financial Services Cloud
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Broadridge Client Information ManagementSalesforce Financial Services Cloud
Top Pros

No answers on this topic

Top Cons

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Best Alternatives
Broadridge Client Information ManagementSalesforce Financial Services Cloud
Small Businesses
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Medium-sized Companies
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Enterprises
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All AlternativesView all alternativesView all alternatives
User Ratings
Broadridge Client Information ManagementSalesforce Financial Services Cloud
Likelihood to Recommend
9.0
(1 ratings)
8.0
(1 ratings)
User Testimonials
Broadridge Client Information ManagementSalesforce Financial Services Cloud
Likelihood to Recommend
Broadridge
This is well suited in the investment services area especially for multiple users and those working on a remote basis. A full integration of activity such as transactions, daily activity, client reporting, account updates, account processing are available. Majority of systems are real time for all end users as well as clients who choose to do so. Better feed back and notification on updates would be helpful.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
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Salesforce
Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in
Verified User
Anonymous
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Pros
Broadridge
  • Interfaces with client view on mobile devices
  • Strong library of compliance approved marketing materials
  • Several methods of sorting, reporting, and documenting are available to the user.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
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Salesforce
  • Organization.
  • Tracking.
  • User friendly.
Verified User
Anonymous
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Cons
Broadridge
  • Better customization of labelling would be helpful on reports
  • Alert notification of chosen activities could be implemented
  • A favorites of certain functions would be helpful to streamline navigation
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
Salesforce
No answers on this topic
Alternatives Considered
Broadridge
Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress. We did also review XTIVA but it was cumbersome when bringing in outside, direct data.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
Salesforce
We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.
Verified User
Anonymous
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Return on Investment
Broadridge
  • Positive in that many marketing services are available that I had once paid to receive.
  • Positive in the data collection service for performance reporting as a time saver
  • Positive in retrieval of statements, tax reports on an annual and archive basis.
Dom Pullano | TrustRadius Reviewer
Dom Pullano
PRESIDENT
Read full review
Salesforce
  • Helped track everything in one place.
Verified User
Anonymous
Read full review
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