Salesforce Financial Services Cloud vs DealCloud

Salesforce Financial Services Cloud7.9Visit DealCloud7.9Visit

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

vs

DealCloud #8 in Investment Banking Software 7.9/10 Pricing on request ✓ 0 of 2 features Visit DealCloud

• Salesforce Financial Services Cloud fits best

  Financial institutions needing configurable client workflows

• DealCloud fits best

  Investment banks needing deal and relationship CRM

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature	Salesforce Financial Services Cloud 7.9/10 Visit ↗	DealCloud 7.9/10 Visit ↗
At a glance
Editor score	7.9	7.9
Ranking	#6 in Investment Banking Software	#8 in Investment Banking Software
Best for	Financial institutions needing configurable client workflows	Investment banks needing deal and relationship CRM
Pricing model	Paid	Paid
Starting price	$325/user/mo	Pricing on request
Free plan	—	Not checked yet
Free trial	30 days	—
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web, iOS, Android
Support	Community, Docs · 24/7	Email, Phone
Compliance	SOC 2	ISO 27001, SOC 2
Integrations	11 integrations	2 integrations
Built for	Mid-market, Enterprise	Mid-market, Enterprise
Features Salesforce Financial Services Cloud 0/2 · DealCloud 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	Cloud	Cloud
Our review
Pros	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	Relationship maps connect deal sourcing with relationship intelligence. Configurable workflows automate approvals, alerts, tasks, and notifications. Compliance controls, audit trails, Outlook sync, and mobile apps support daily work.
Cons	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	Standard pricing is not published; prospects must schedule a demo. Integrations center on Microsoft 365, Outlook, and third-party market data. Broad configuration can require implementation planning across teams and workflows.
Our verdict	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 →	DealCloud is an AI-powered deal and relationship intelligence platform from Intapp for professional and financial services firms. Investment banks can use it to manage relationships, source deals, track pipelines, coordinate business… Read the review →

Strengths and trade-offs

• 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

• DealCloud — where it wins

  • Relationship maps connect deal sourcing with relationship intelligence.
  • Configurable workflows automate approvals, alerts, tasks, and notifications.
  • Compliance controls, audit trails, Outlook sync, and mobile apps support daily work.

  Where it doesn't

  • Standard pricing is not published; prospects must schedule a demo.
  • Integrations center on Microsoft 365, Outlook, and third-party market data.
  • Broad configuration can require implementation planning across teams and workflows.

• 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 →
• DealCloud7.9/10 · Pricing on request

  A configurable CRM for investment banking deals, relationships, compliance, and reporting.

  Visit DealCloudFull verdict →