---
description: Compare equisoft/connect vs Financial Services Cloud regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: equisoft/connect vs Financial Services Cloud Comparison
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [equisoft/connect \<span\>vs\</span\> Financial Services Cloud](https://www.softwareadvice.ie/compare/303382/331364/equisoft-connect/vs/salesforce-fin-serv-cloud)

# Compare equisoft/connect vs Financial Services Cloud

Canonical: https://www.softwareadvice.ie/compare/303382/331364/equisoft-connect/vs/salesforce-fin-serv-cloud

> Detailed comparison between equisoft/connect and Financial Services Cloud. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | equisoft/connect | Financial Services Cloud |
| **Overall rating** | 1.7/5 | 4.8/5 |
| **Total Reviews** | 3 | 5 |
| **Starting Price** | CA$89.00 | US$325.00 |
| **Free Trial** | - | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | In Person, Live Online, Webinars, Documentation | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### equisoft/connect

- Access Controls/Permissions
- Activity Tracking
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Customer Database
- Customisable Reports
- Document Management
- Email Management
- Email Templates
- Lead Management
- Marketing Automation
- Mobile Access
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management
- Task Scheduling
- Territory Management

### Financial Services Cloud

- Access Controls/Permissions
- Activity Tracking
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Customer Database
- Customisable Reports
- Document Management
- Email Management
- Email Templates
- Lead Management
- Marketing Automation
- Mobile Access
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management
- Task Scheduling
- Territory Management

## Links

- [View equisoft/connect Profile](https://www.softwareadvice.ie/software/303382/equisoft-connect)
- [View Financial Services Cloud Profile](https://www.softwareadvice.ie/software/331364/salesforce-fin-serv-cloud)
- [View Original Comparison](https://www.softwareadvice.ie/compare/303382/331364/equisoft-connect/vs/salesforce-fin-serv-cloud)

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