---
description: Learn how Agentforce Financial Services (formerly Salesforce Financial Services Cloud) can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Agentforce Financial Services (formerly Salesforce Financial Services Cloud).
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Reviews, Prices & Ratings | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Website Monitoring Software](/directory/113/website-monitoring/software) > [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/software/100547/webtrekk)

# Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

Canonical: https://www.getapp.co.uk/software/100547/webtrekk

> Agentforce Financial Services is a cloud-based CRM for financial institutions, unifying banking, wealth management, and insurance.
> 
> Verdict: Rated **3.3/5** by 3 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Key benefits of Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

\* Delivers a unified Customer 360 view across banking, wealth, and insurance lines of business, giving relationship managers and advisors a complete picture of each client without switching between siloed systems.
\* Prebuilt Agentforce agent templates for financial advisors, bankers, banking service, and insurance service roles automate routine tasks and inquiries, allowing institutions to scale operations without proportional headcount increases.
\* Meeting Concierge manages the full advisor-client meeting lifecycle in a single interface, with AI-generated prep summaries and automated post-meeting follow-up drafts that reduce time spent on administrative tasks.
\* Banking Service Agents and Insurance Service Agents handle routine inquiries such as fee reversals, card cancellations, and policyholder queries, reducing inbound call volumes and wait times.
\* Process Compliance Navigator extracts clauses from regulatory documents and embeds compliance controls directly into business processes, accelerating audit preparation and supporting real-time compliance reporting.
\* Agentforce Voice for Financial Services deploys prebuilt agent templates on voice channels, supporting compliant, personalized contact center experiences without custom development.
\* AI-powered document validation uses generative AI to verify user-submitted documents, reducing manual review effort in origination and onboarding workflows.
\* Predictive insights and embedded analytics surface new relationship opportunities and automate financial goal updates, supporting proactive client engagement at scale.
\* Einstein AI classifies and routes cases, generates agent replies, and produces knowledge articles, improving service efficiency across omni-channel case management.
\* Data 360, Integration Procedures, MuleSoft connectors, and prebuilt BIAN-standard banking APIs connect cloud and legacy systems, grounding AI and analytics in client data without requiring data migration.
\* Digital origination workflows for loans and deposits, combined with collections and financial recovery automation, cover end-to-end lending operations within a single platform.
\* End-to-end policy management, real-time digital quoting, claims management, product and rating management, and group benefits management address the full insurance lifecycle in one environment.
\* A low-code guided digital experience builder and self-service customer portals allow institutions to configure and deploy client-facing experiences without extensive engineering resources.
\* Branch manager performance dashboards provide operational visibility across teams, supporting performance management and resource allocation decisions.
\* Prebuilt financial-services-specific data models, workflows, and features reduce implementation costs and time to value compared to configuring a general-purpose CRM for regulated industry requirements.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **3.3/5** | 3 Reviews |
| Ease of Use | 2.7/5 | Based on overall reviews |
| Customer Support | 4.3/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 4.0/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: Webtrekk
- **Founded**: 2004

## Commercial Context

- **Starting Price**: US$400.00
- **Pricing Details**: Varies depending on requirements
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Argentina, Australia, Austria, Belgium, Brazil, Canada, Chile, China, Denmark, Finland, France, Germany, India, Indonesia, Ireland, Israel, Italy, Japan, Mexico, Morocco and 15 more

## Features

- AI Meeting Transcription
- Access Control
- Action Items
- Audit Trail
- Automation
- CRM Auto-Logging
- Campaign Management
- Case Management
- Client Interaction Analysis
- Cloud
- Contract Management
- Customer Support Portal
- Dashboard
- Decision Making
- Document verification
- Email drafting
- Forecasting
- Form Pre-fill
- Knowledge Base
- Language Monitoring

## Integrations (26 total)

- Adobe Acrobat
- Advanced Net Monitor
- Advantco SFDC
- Agentforce
- Azure Portal
- Codapay
- Confluence
- Conga Composer
- DBAmp
- Docusign
- Financials
- Ingenium
- Jira
- Mastercard API
- Microsoft Power BI

... and 11 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Website Monitoring Software](https://www.getapp.co.uk/directory/113/website-monitoring/software)

## Related Categories

- [Website Monitoring Software](https://www.getapp.co.uk/directory/113/website-monitoring/software)
- [Digital Magazine Software](https://www.getapp.co.uk/directory/162/publishing/software)
- [All-in-One Marketing Platform Software](https://www.getapp.co.uk/directory/310/online-marketing/software)
- [Automation Testing Tools](https://www.getapp.co.uk/directory/389/testing/software)
- [Web Analytics Tools](https://www.getapp.co.uk/directory/109/web-analytics/software)

## Alternatives

1. [monday.com AI Work Platform](https://www.getapp.co.uk/software/91734/monday-com) — 4.6/5 (6116 reviews)
2. [EngageBay CRM](https://www.getapp.co.uk/software/113999/engagebay-marketing) — 4.6/5 (912 reviews)
3. [LeadSquared](https://www.getapp.co.uk/software/101405/leadsquared) — 4.3/5 (167 reviews)
4. [Saleoid](https://www.getapp.co.uk/software/2063164/equp) — 4.6/5 (10 reviews)
5. [Freshsales](https://www.getapp.co.uk/software/104265/freshsales) — 4.5/5 (623 reviews)

## Reviews

### "Powerful tool with weak UI" — 3.0/5

> **Verified Reviewer** | *14 August 2018* | Media Production | Recommendation rating: 6.0/10
> 
> **Pros**: It has predictive analytics features. Also it's very powerfull for cross-device analytics. Also it's easy to enrich data with other data sources.
> 
> **Cons**: It has weak UI and documentation is not very clear. Also webtrekk environment is not flexible as Google Analytics.

-----

### "I am very pleased" — 4.0/5

> **Uwe** | *16 June 2022* | Alternative Medicine | Recommendation rating: 9.0/10
> 
> **Pros**: Mit der Analytics-Funktionen bin ich sehr zufrieden. Auch sehr leistungsfähig für das was ich brauch. Es ist auch einfach, vor allem mit den Daten mit anderen Datenquellen anzureichern, was auch andere schon geschrieben haben
> 
> **Cons**: I can't say yet, everything is working fine so far

-----

### Review — 3.0/5

> **Filippo** | *8 June 2017* | Internet | Recommendation rating: 6.0/10

## Links

- [View on GetApp](https://www.getapp.co.uk/software/100547/webtrekk)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.getapp.de/software/100547/webtrekk> |
| de-AT | <https://www.getapp.at/software/100547/webtrekk> |
| en | <https://www.getapp.com/business-intelligence-analytics-software/a/webtrekk/> |
| en-AE | <https://www.getapp.ae/software/100547/webtrekk> |
| en-AU | <https://www.getapp.com.au/software/100547/webtrekk> |
| en-CA | <https://www.getapp.ca/software/100547/webtrekk> |
| en-GB | <https://www.getapp.co.uk/software/100547/webtrekk> |
| en-IE | <https://www.getapp.ie/software/100547/webtrekk> |
| en-NZ | <https://www.getapp.co.nz/software/100547/webtrekk> |
| en-SG | <https://www.getapp.sg/software/100547/webtrekk> |
| en-ZA | <https://www.getapp.za.com/software/100547/webtrekk> |
| es | <https://www.getapp.es/software/100547/webtrekk> |
| es-CL | <https://www.getapp.cl/software/100547/webtrekk> |
| es-CO | <https://www.getapp.com.co/software/100547/webtrekk> |
| es-MX | <https://www.getapp.com.mx/software/100547/webtrekk> |
| fr | <https://www.getapp.fr/software/100547/webtrekk> |
| fr-BE | <https://fr.getapp.be/software/100547/webtrekk> |
| fr-CA | <https://fr.getapp.ca/software/100547/webtrekk> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Review, Compare, and Evaluate small business software. GetApp UK has software offers, SaaS and Cloud Apps, independent evaluations, and reviews.","email":"info@getapp.co.uk","url":"https://www.getapp.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/GetApp"]},{"name":"Agentforce Financial Services (formerly Salesforce Financial Services Cloud)","description":"Agentforce Financial Services is a cloud-based CRM platform built for financial institutions across banking, wealth management, and insurance. It centralizes client data, automates workflows, and surfaces actionable insights to help relationship managers, advisors, and operations teams manage complex client lifecycles at scale.\n\nAgentforce Financial Services delivers a unified view of household and institutional relationships, integrating policy management, financial account tracking, referral management, and compliance documentation into a single platform. Configurable data models support industry-specific use cases including loan origination tracking, benefits administration, and advisor productivity reporting. Role-based access controls and audit trails support regulatory requirements across multiple jurisdictions.\n\nDeployed on a multi-tenant cloud infrastructure, the platform connects natively with core banking systems, document management tools, and third-party data providers. Teams across retail banking, commercial lending, and insurance operations can configure dashboards, automate client outreach, and track service requests without switching between disconnected systems.","image":"https://images.g2crowd.com/display-layer-screenshots/25953/44bb35080d2c9c3bdc49d84e4a50339a6ff26503a31ab3fcbb8af1e36ab3e273.webp","url":"https://www.getapp.co.uk/software/100547/webtrekk","@id":"https://www.getapp.co.uk/software/100547/webtrekk#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":3.3,"bestRating":5,"ratingCount":3},"offers":{"price":"400","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.getapp.co.uk/software/100547/webtrekk#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Website Monitoring Software","position":2,"item":"/directory/113/website-monitoring/software","@type":"ListItem"},{"name":"Agentforce Financial Services (formerly Salesforce Financial Services Cloud)","position":3,"item":"/software/100547/webtrekk","@type":"ListItem"}]}]}
</script>