Salesforce Financial Services Cloud vs Creatio CRM

Salesforce Financial Services Cloud9.3Visit Creatio CRM8.9Visit

Higher score Salesforce Financial Services Cloud #1 in Financial Services CRM Software 9.3/10 30-day trial Free trial✓ 5 of 5 features Visit Salesforce

vs

Creatio CRM #3 in Financial Services CRM Software 8.9/10 14-day trial Free trial✓ 0 of 5 features Visit Creatio

• Salesforce Financial Services Cloud fits best

  Large financial institutions

• Creatio CRM fits best

  Teams wanting low-cost general CRM breadth

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Side by side

Feature	Salesforce Financial Services Cloud 9.3/10 Visit ↗	Creatio CRM 8.9/10 Visit ↗
At a glance
Editor score	9.3	8.9
Ranking	#1 in Financial Services CRM Software	#3 in Financial Services CRM Software
Best for	Large financial institutions	Teams wanting low-cost general CRM breadth
Pricing model	Paid	Paid
Starting price	$325/user/mo	—
Free plan	—	—
Free trial	30 days	14 days
Free trial length	30 days · no card needed	14 days
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web, iOS, Android
Support	Community, Docs · 24/7	Email, Phone, Community, Docs · 24/7
Compliance	SOC 2	SOC 2, ISO 27001, GDPR, HIPAA, SSO/SAML
Integrations	11 integrations	700+ integrations
Built for	Mid-market, Enterprise	Mid-market, Enterprise
Features Salesforce Financial Services Cloud 5/5 · Creatio CRM 0/5
Compliance workflows	✓ (best)	Not checked yet
Opportunity management	✓ (best)	Not checked yet
Client portal	✓ (best)	Not checked yet
Audit trail	✓ (best)	Not checked yet
Email and calendar sync	✓ (best)	Not checked yet
Specs
Deployment	Cloud	Not checked yet
Our review
Pros	Industry-specific models for banking, wealth, insurance, lending, and asset management KYC onboarding, compliance workflows, and immutable audit trails Unified customer views, portals, AI, and broad financial-system integrations	Unified customer profiles across marketing, sales, and service No-code workflows, applications, and AI-assisted CRM automation Web, mobile, API access, and broad business integrations
Cons	Starts at $325 per user per month with annual billing No free plan; the free trial lasts 30 days Some capabilities and integrations require separate licenses or add-ons	No free plan CRM products are priced separately from the required platform General CRM breadth may not suit specialized financial-services needs
Our verdict	Salesforce Financial Services Cloud is a cloud CRM for banks, wealth managers, insurers, asset managers, and lenders. It brings together industry-specific data models, customer and relationship views, opportunity and referral management,… Read the review →	Creatio CRM is an AI-native customer relationship management and workflow platform for marketing, sales, and service teams. It combines customer 360 data, lead and opportunity management, sales forecasting, marketing automation, case… Read the review →

Strengths and trade-offs

• Salesforce Financial Services Cloud — where it wins

  • Industry-specific models for banking, wealth, insurance, lending, and asset management
  • KYC onboarding, compliance workflows, and immutable audit trails
  • Unified customer views, portals, AI, and broad financial-system integrations

  Where it doesn't

  • Starts at $325 per user per month with annual billing
  • No free plan; the free trial lasts 30 days
  • Some capabilities and integrations require separate licenses or add-ons

• Creatio CRM — where it wins

  • Unified customer profiles across marketing, sales, and service
  • No-code workflows, applications, and AI-assisted CRM automation
  • Web, mobile, API access, and broad business integrations

  Where it doesn't

  • No free plan
  • CRM products are priced separately from the required platform
  • General CRM breadth may not suit specialized financial-services needs

• Salesforce Financial Services Cloud9.3/10 · 30-day trial

  A financial-services CRM with deep workflows, compliance controls, and enterprise pricing.

  Visit SalesforceFull verdict →
• Creatio CRM8.9/10 · 14-day trial

  A broad, configurable CRM for teams that need cross-functional automation.

  Visit CreatioFull verdict →