Salesforce Financial Services Cloud alternatives
Salesforce Financial Services Cloud alternatives for NZ and Australian businesses
Salesforce Financial Services Cloud: US$325 a user a month, or US$3,900 a banker a year on Core
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
The options
What people compare Salesforce Financial Services Cloud with
Salesforce Financial Services Cloud Sales starts at US$325 a user a month on Core, billed annually, or US$3,900 a banker a year. Owners look for an alternative when per-user licences grow the bill and their own credit rules need ongoing configuration.
Yours to own
Business Lending for Claude Code
The open-source business lending relationship desk that is just a database and Claude Code. Built around your business, with your Salesforce Financial Services Cloud data brought across.
See how it worksHow to choose
How to choose a Salesforce Financial Services Cloud alternative
- 1
What grows your bill
Salesforce charges per user, so include everyone who opens client records, not just bankers. Compare that with an option that has no per-seat plan, and check separately for costs such as hosting and the assistant your team uses.
- 2
Who owns your records
Ask where your client and financial records are kept and whether you can keep a copy. With an owned version, your records stay in a database you own. Check how the current provider lets you export records before making a decision.
- 3
How well it fits your rules
Check whether the system can reflect your client groups, review dates, covenants, risk grades and notice periods. In Salesforce, layouts, reports and review rules are configured by an administrator or partner. An owned version can be built around your fields and the way your business works.
- 4
What switching involves
Find out which records can come across from standard exports and which need mapping. Clients and financial accounts can be imported, while households, risk grades, covenants and review dates may be in custom fields. Ask who handles that mapping and whether the import can be run again without doubling records.
The option that fits
Own a version built for your business
Enterprise DNA builds your own version around how your business runs, brings your Salesforce Financial Services Cloud data across and runs it for you. It uses the same records in a database you own, with plain-language use and no per-seat plans. You pay one setup fee, then a monthly retainer. If you would rather run it yourself, there is also a free version.
- check Built around your client groups, credit rules and review cycles
- check Salesforce records brought across, including mapped custom fields
- check A free version is available to run yourself
Make it yours
Design your own Salesforce Financial Services Cloud replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Salesforce Financial Services Cloud. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Salesforce Financial Services Cloud data across and run it for you.
Questions
Salesforce Financial Services Cloud alternatives, answered
Can Salesforce Financial Services Cloud records be moved across? expand_more
Clients and financial accounts can come across from standard exports, and the import can be run again without doubling records. Households, risk grades, covenants and review dates may be in custom fields. Enterprise DNA includes mapping those records as part of the version it builds.
What would our bankers use for site visits? expand_more
With the free version, a banker can log a visit afterwards by describing it in plain words. If your team needs to record visits from a paddock or factory floor, Enterprise DNA can include a simple mobile form in the version it builds.
Would an alternative make us Banking Code compliant? expand_more
No system makes your business compliant on its own. The version can check records against the notice periods and covenant rules you confirm, and show breaches with the relevant Code paragraph. Your people still decide and sign every notice.
How is the owned version charged? expand_more
Enterprise DNA charges one setup fee, then a monthly retainer, with no licence per banker. Hosting and the assistant your team uses are separate. The free version is available if you want to run it yourself.
Done comparing? Own the one that fits.
30 minutes with Sam. Bring what Salesforce Financial Services Cloud costs you a year and how you run. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.
Get your version builtDone paying for Salesforce Financial Services Cloud?
Get your version built