Salesforce Financial Services Cloud vs Fiserv Enteract

Salesforce Financial Services Cloud9.0Visit FEFiserv Enteract8.2Visit

Higher score Salesforce Financial Services Cloud #1 in Banking CRM Software 9.0/10 From $325/user/mo (annual) · 30-day trial ✓ 0 of 5 features Visit Salesforce

vs

FE Fiserv Enteract #2 in Banking CRM Software 8.2/10 Pricing on request ✓ 4 of 5 features Visit Fiserv

• Salesforce Financial Services Cloud fits best

  Large banks needing a full enterprise CRM

• Fiserv Enteract fits best

  Banks wanting integrated sales, service and onboarding

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Side by side

Feature	Salesforce Financial Services Cloud 9.0/10 Visit ↗	FEFiserv Enteract 8.2/10 Visit ↗
At a glance
Editor score	9.0	8.2
Ranking	#1 in Banking CRM Software	#2 in Banking CRM Software
Best for	Large banks needing a full enterprise CRM	Banks wanting integrated sales, service and onboarding
Pricing model	Paid	Paid
Starting price	$325/user/mo	Not published
Free plan	—	—
Free trial	—	—
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web
Support	Community, Docs · 24/7	Email, Phone
Integrations	11 integrations	5 integrations
Built for	Mid-market, Enterprise	Mid-market, Enterprise
Features Salesforce Financial Services Cloud 0/5 · Fiserv Enteract 4/5
RM workspace	Not published	✓ (best)
Customer onboarding	Not published	✓ (best)
Portfolio views	Not published	Not published
Regulatory workflows	Not published	✓ (best)
Service case management	Not published	✓ (best)
Specs
Deployment	Cloud	Cloud
Our review
Pros	Unified customer and relationship views across financial systems KYC onboarding, compliance workflows, and immutable audit trails Broad integrations plus AI-assisted service and workflow automation	Combines customer relationship views with lead, referral and pipeline management Supports onboarding, screening, compliance workflows, document management and e-signing Connects case automation with core-banking and Microsoft integrations
Cons	No free plan; subscriptions are billed annually Cloud web deployment only Some capabilities and integrations require separate licenses or add-ons	Pricing requires contacting Fiserv No free plan is offered Its banking-specific workflows may be more than teams seeking a general CRM need
Our verdict	Salesforce Financial Services Cloud is a cloud CRM for banks, wealth managers, insurers, asset managers, and lenders. It combines industry-specific data models with opportunity, deal, referral, account-plan, and service management. Teams… Read the review →	Fiserv Enteract is a banking CRM built on Microsoft Dynamics 365 for retail, commercial and mid-sized financial institutions. It brings customer and relationship views together with sales pipelines, onboarding, account opening and service… Read the review →

Strengths and trade-offs

• Salesforce Financial Services Cloud — where it wins

  • Unified customer and relationship views across financial systems
  • KYC onboarding, compliance workflows, and immutable audit trails
  • Broad integrations plus AI-assisted service and workflow automation

  Where it doesn't

  • No free plan; subscriptions are billed annually
  • Cloud web deployment only
  • Some capabilities and integrations require separate licenses or add-ons

• Fiserv Enteract — where it wins

  • Combines customer relationship views with lead, referral and pipeline management
  • Supports onboarding, screening, compliance workflows, document management and e-signing
  • Connects case automation with core-banking and Microsoft integrations

  Where it doesn't

  • Pricing requires contacting Fiserv
  • No free plan is offered
  • Its banking-specific workflows may be more than teams seeking a general CRM need

• Salesforce Financial Services Cloud9.0/10 · From $325/user/mo (annual) · 30-day trial

  Enterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.

  Visit SalesforceFull verdict →
• FEFiserv Enteract8.2/10 · Pricing on request

  A banking-focused CRM that brings relationship management, onboarding and service workflows together.

  Visit FiservFull verdict →