Salesforce Financial Services Cloud vs SurefireCRM
Salesforce Financial Services Cloud
salesforce.comSurefireCRM
surefirecrm.comSide by side
| Figure | Salesforce Financial Services Cloud | SurefireCRM |
|---|---|---|
| Price from | $325/mo | $91/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 10 | 2 |
| Spec score · Financial Services CRM Software | 8.6 (#7) | 8.1 (#14) |
| API | The REST API exposes Financial Services objects through the Connect REST endpoint at /services/data/vXX.X/connect/financialservices. | SourceForge states that Surefire CRM has an API for integrations. |
| Compliance controls | Salesforce describes data-residency controls, policy guardrails, prohibited-response blocking, regulatory testing, and immutable audit trails. | Official product material says its content-compliance system supports RESPA, TCPA and CCPA requirements. |
| Integrations | Salesforce says products can integrate with outside applications and systems; on-premises sources may require MuleSoft, an integration partner, or AgentExchange apps. | Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector. |
| Purpose | Financial Services Cloud unifies data from banking, wealth, and insurance platforms around customers to personalize engagement with industry-specific AI and automation. | Surefire is a mortgage industry CRM and marketing automation platform for mortgage lenders and loan officers. |
| Rating on G2 | 4.2 out of 5 from 398 reviews | 4.0 out of 5 from 20 reviews |
| Support | The Standard Success Plan is included in all licenses and provides knowledge articles, documentation, Trailhead, and the Trailblazer Community. | Surefire enrollment terms describe production support as remote diagnostics and help desk assistance limited to application support. |
| What it does | Financial Services Cloud unifies banking, wealth-management, and insurance data around customers for CRM, automation, and personalized engagement. | Surefire is a mortgage CRM and marketing automation platform for lenders, loan officers, brokers and related mortgage teams. |
Plans
Salesforce Financial Services Cloud
- Financial Services Cloud for Sales$325 a month
- Financial Services Cloud for Service$325 a month
- Financial Services Cloud Sales Core$325 a month
- Financial Services Cloud Service Core$325 a month
- Financial Services Cloud for Sales and Services$350 a month
- Financial Services Cloud Sales & Service Core$350 a month
- Financial Services Cloud Sales Max$700 a month
- Financial Services Cloud Service Max$700 a month
- Financial Services Cloud Agentforce 1 Sales$750 a month
- Financial Services Cloud Agentforce 1 Service$750 a month
In their own words
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud brings data from banking, wealth, and insurance platforms together to support personalized engagement with industry-specific AI and automation. Sales editions provide industry-specific data models, customer segmentation, and tools for financial goals and plans. Service editions add industry-specific workflows, a customer service representative console, and Service Process Studio for low-code customization. Combined editions cover sales and service, while Agentforce 1 editions connect Salesforce and external data through Data Cloud and Financial Services Cloud Intelligence.
The cloud product is available on web, iOS, and Android. Features can be configured in the Salesforce mobile app, and outside applications and systems can be integrated; on-premises sources may require MuleSoft, an integration partner, or AgentExchange apps. Salesforce describes it for banking, insurance, wealth and asset management, and lending organizations. Sales or Service Enterprise editions cost $325 a month per user, billed annually; Sales and Services costs $350 a month per user, billed annually. Agentforce 1 Sales and Service each cost $750 a month per user, billed annually. A 30-day trial is available.
SurefireCRM
SurefireCRM has no write-up on Specifiction yet; its figures are above.