Salesforce Financial Services Cloud vs Redtail CRM

Salesforce Financial Services Cloud9.3Visit Redtail CRM8.7Visit

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

Redtail CRM #5 in Financial Services CRM Software 8.7/10 30-day trial Free trial✓ 0 of 5 features Visit Redtail CRM

• Salesforce Financial Services Cloud fits best

  Large financial institutions

• Redtail CRM fits best

  Budget-conscious financial advisors

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Side by side

Feature	Salesforce Financial Services Cloud 9.3/10 Visit ↗	Redtail CRM 8.7/10 Visit ↗
At a glance
Editor score	9.3	8.7
Ranking	#1 in Financial Services CRM Software	#5 in Financial Services CRM Software
Best for	Large financial institutions	Budget-conscious financial advisors
Pricing model	Paid	Paid
Starting price	$325/user/mo	$39/user/mo (best)
Free plan	—	—
Free trial	30 days	30 days
Free trial length	30 days · no card needed	30 days · no card needed
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web, iOS, Android
Support	Community, Docs · 24/7	Email, Phone, Live chat, Docs
Compliance	SOC 2	SOC 2
Integrations	11 integrations	192+ integrations
Built for	Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features Salesforce Financial Services Cloud 5/5 · Redtail 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	Launch includes core CRM, mobile access, reporting, and integrations. Growth adds automated workflows, permissions, and document storage. Web, iOS, and Android access supports client work across devices.
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	Launch is limited to a maximum of 5 users. Annual billing is required for the listed $39 and $59 plan prices. Enterprise requires a minimum license commitment and custom planning.
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 →	Redtail CRM is a web-based customer relationship management platform for financial advisors, registered investment advisors, broker-dealers, and enterprise advisory firms. It centralizes client and account records, supports custom fields… 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

• Redtail CRM — where it wins

  • Launch includes core CRM, mobile access, reporting, and integrations.
  • Growth adds automated workflows, permissions, and document storage.
  • Web, iOS, and Android access supports client work across devices.

  Where it doesn't

  • Launch is limited to a maximum of 5 users.
  • Annual billing is required for the listed $39 and $59 plan prices.
  • Enterprise requires a minimum license commitment and custom planning.

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

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

  Visit SalesforceFull verdict →
• Redtail CRM8.7/10 · 30-day trial

  A financial-services CRM with core client management, workflow, reporting, and mobile tools.

  Visit Redtail CRMFull verdict →