4Degrees vs Salesforce Financial Services Cloud

4Degrees8.6Visit Salesforce Financial Services Cloud7.9Visit

Higher score 4Degrees #2 in Investment Banking Software 8.6/10 Pricing on request ✓ 0 of 2 features Visit 4Degrees

vs

Salesforce Financial Services Cloud #6 in Investment Banking Software 7.9/10 30-day trial Free trial✓ 0 of 2 features Visit Salesforce

• 4Degrees fits best

  Mid-market and enterprise teams focused on warm origination

• Salesforce Financial Services Cloud fits best

  Financial institutions needing configurable client workflows

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Side by side

Feature	4Degrees 8.6/10 Visit ↗	Salesforce Financial Services Cloud 7.9/10 Visit ↗
At a glance
Editor score	8.6	7.9
Ranking	#2 in Investment Banking Software	#6 in Investment Banking Software
Best for	Mid-market and enterprise teams focused on warm origination	Financial institutions needing configurable client workflows
Pricing model	Paid	Paid
Starting price	Pricing on request	$325/user/mo
Free plan	Not checked yet	—
Free trial	—	30 days
Deployment	Cloud, Mobile, Browser extension	Cloud
Platforms	Web, iOS, Android, Chrome extension	Web
Support	Email, Phone, Docs	Community, Docs · 24/7
Compliance	GDPR, SSO/SAML, 2FA	SOC 2
Integrations	13 integrations	11 integrations
Built for	Mid-market, Enterprise	Mid-market, Enterprise
Features 4Degrees 0/2 · Salesforce Financial Services Cloud 0/2
Pitchbook builder	Not checked yet	Not checked yet
Diligence data room	Not checked yet	Not checked yet
Specs
Valuation model depth	Not checked yet	Not checked yet
Market data access	Not checked yet	Not checked yet
Users on entry plan	Not checked yet	Not checked yet
API access level	Not checked yet	Not checked yet
Deployment options	Not checked yet	Cloud
Our review
Pros	Scores relationships by communication frequency and recency. Recommends warm introduction paths across the team network. Connects relationship context with deal pipelines and reporting.	Financial-services data models support banking, wealth, insurance, and lending KYC onboarding, configurable compliance workflows, and time-stamped audit trails Unified relationship views with opportunity, deal, referral, and account-plan management
Cons	Pricing requires contacting 4Degrees, which complicates quick comparisons. Warm-introduction recommendations depend on the team's network context. Its focus on relationship-driven workflows may not suit every CRM need.	Starts at $325 per user monthly with annual billing Broad financial-services scope is less tailored to investment banking Some capabilities, editions, and integrations require separate licenses or add-ons
Our verdict	For investment banking and other relationship-driven teams, 4Degrees combines relationship intelligence with deal management. It captures email and calendar activity, maps professional networks, scores relationship strength, and recommends… Read the review →	Salesforce Financial Services Cloud, now referred to as Agentforce Financial Services, is a cloud CRM for banks, wealth managers, insurers, asset managers, and lenders. For investment banking teams, its fit is strongest where configurable… Read the review →

Strengths and trade-offs

• 4Degrees — where it wins

  • Scores relationships by communication frequency and recency.
  • Recommends warm introduction paths across the team network.
  • Connects relationship context with deal pipelines and reporting.

  Where it doesn't

  • Pricing requires contacting 4Degrees, which complicates quick comparisons.
  • Warm-introduction recommendations depend on the team's network context.
  • Its focus on relationship-driven workflows may not suit every CRM need.

• Salesforce Financial Services Cloud — where it wins

  • Financial-services data models support banking, wealth, insurance, and lending
  • KYC onboarding, configurable compliance workflows, and time-stamped audit trails
  • Unified relationship views with opportunity, deal, referral, and account-plan management

  Where it doesn't

  • Starts at $325 per user monthly with annual billing
  • Broad financial-services scope is less tailored to investment banking
  • Some capabilities, editions, and integrations require separate licenses or add-ons

• 4Degrees8.6/10 · Pricing on request

  A relationship-focused CRM that connects warm introductions, team context, and deal pipelines.

  Visit 4DegreesFull verdict →
• Salesforce Financial Services Cloud7.9/10 · 30-day trial

  Configurable banking workflows and relationship management, at a high per-user entry price.

  Visit SalesforceFull verdict →