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Salesforce Financial Services Cloud VS Quantive

Compare Salesforce Financial Services Cloud VS Quantive and see what are their differences

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Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Quantive logo Quantive

The best platform for turning strategy into results.
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
  • Quantive Landing page
    Landing page //
    2023-07-12

Quantive is the world’s leading Strategy Execution Platform based on the OKR management methodology. By embedding strategic context, priorities, and progress into the day-to-day, Quantive creates organizations that excel at execution. With over 2,000 global customers across enterprises, not-for-profits, startups, and governments, Quantive helps today's businesses accelerate growth and transformational change by creating better visibility and organizational alignment.

Salesforce Financial Services Cloud features and specs

No features have been listed yet.

Quantive features and specs

  • OKR Management: Yes
  • Whiteboards: Yes
  • KPIs: Yes
  • Check-Ins: Yes
  • Tasks & Projects: Yes
  • Insight Boards: Yes
  • 160+ Integrations: Yes

Salesforce Financial Services Cloud videos

+ Add

Perspectives on a Salesforce Financial Services Cloud Implementation

Quantive videos

+ Add

Gtmhub Demo for TBG

More videos:

Category Popularity

0-100% (relative to Salesforce Financial Services Cloud and Quantive )

Salesforce Financial Services Cloud

Quantive

CRM
100 100%
CRM
0% 0
Project Management
0 0%
Project Management
100% 100
Business & Commerce
100 100%
Business & Commerce
0% 0
Goal Setting And OKRs
0 0%
Goal Setting And OKRs
100% 100

User comments

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What are some alternatives?

When comparing Salesforce Financial Services Cloud and Quantive , you can also consider the following products

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Weekdone - Market leader and innovator since 2013. Set structured quarterly goals, keep track of activities, and focus on getting real business results. Track weekly progress, provide feedback, and move everyone in a unified direction.

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Perdoo - OKR methodology, software and coaching

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Profit.co - Supercharge your Business & Employee Performance

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