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

Breadcrumb: [Home](/) > [Mortgage Software](/directory/4208/mortgage/software) > [Financial Services Cloud \<span\>vs\</span\> iMX](https://www.softwareadvice.ie/compare/331364/336757/salesforce-fin-serv-cloud/vs/imx)

# Compare Financial Services Cloud vs iMX

Canonical: https://www.softwareadvice.ie/compare/331364/336757/salesforce-fin-serv-cloud/vs/imx

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

-----

## At a Glance

| Metric | Financial Services Cloud | iMX |
| **Overall rating** | 4.8/5 | 5.0/5 |
| **Total Reviews** | 5 | 2 |
| **Starting Price** | US$325.00 | €3,000.00 |
| **Free Trial** | Yes | - |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, Phone Support, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Documentation |

## Key features

### Financial Services Cloud

- API
- Accounting
- Activity Tracking
- Amortisation Schedule
- CRM
- Client Management
- Commission Management
- Configurable Workflow
- Customer Database
- Customisable Templates
- Document Management
- Lead Management
- Loan Origination
- Monitoring
- Multi-Channel Communication
- Multi-Currency
- Real-Time Reporting
- Reminders
- Scheduling
- Status Tracking

### iMX

- API
- Accounting
- Activity Tracking
- Amortisation Schedule
- CRM
- Client Management
- Commission Management
- Configurable Workflow
- Customer Database
- Customisable Templates
- Document Management
- Lead Management
- Loan Origination
- Monitoring
- Multi-Channel Communication
- Multi-Currency
- Real-Time Reporting
- Reminders
- Scheduling
- Status Tracking

## Links

- [View Financial Services Cloud Profile](https://www.softwareadvice.ie/software/331364/salesforce-fin-serv-cloud)
- [View iMX Profile](https://www.softwareadvice.ie/software/336757/imx)
- [View Original Comparison](https://www.softwareadvice.ie/compare/331364/336757/salesforce-fin-serv-cloud/vs/imx)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Financial Services Cloud vs iMX Comparison","description":"Compare Financial Services Cloud vs iMX regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.ie/compare/331364/336757/salesforce-fin-serv-cloud/vs/imx","about":[{"@id":"https://www.softwareadvice.ie/software/331364/salesforce-fin-serv-cloud#software"},{"@id":"https://www.softwareadvice.ie/software/336757/imx#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.ie/compare/331364/336757/salesforce-fin-serv-cloud/vs/imx#breadcrumblist"},"@id":"https://www.softwareadvice.ie/compare/331364/336757/salesforce-fin-serv-cloud/vs/imx#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.ie/#website"},"publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"inLanguage":"en-IE"},{"name":"Financial Services Cloud","description":"Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representatives to track, filter and qualify prospects and use the built-in email templates to establish communication. This solution also helps businesses to handle mortgage and lending workflows via a unified platform. The platform allows employees to interact with lenders and borrowers, track and approve documents and store customer data in a centralized repository.\n\nFinancial Services Cloud lets employees create client engagement plans, prioritize customer relationships and highlight client milestones, among other operations. Supervisors can configure case escalation rules and queues to automatically route customer case inquiries to specific agents or teams. Additionally, staff members can build, design and distribute survey forms to collect insights and feedback.\n\nFinancial Services Cloud comes with an API, which allows businesses to integrate the system with several third-party applications. It also provides Android and iOS mobile applications, which let employees manage activities remotely. It is available on annual subscriptions and support is extended via live chat, phone, community forum and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/ff0336a7-0403-406e-8a14-1b4ac2f310ef.png","url":"https://www.softwareadvice.ie/software/331364/salesforce-fin-serv-cloud","@id":"https://www.softwareadvice.ie/software/331364/salesforce-fin-serv-cloud#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.8,"bestRating":5,"ratingCount":5},"offers":{"price":"325","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"name":"iMX","description":"iMX allows leasing companies to run a smooth and efficient business by providing extensive coverage of the leasing products lifecycle. The platform provides a point of sale, where managers can check a customer's eligibility, while the systems amortization schedule calculator adjusts installments to fit a customer's capabilities. The system also tracks payments from various sources, detects unpaid debts, and monitors client accounts.\n\nThe software enables credit insurance companies to set up policies, calculate premiums, identify risk potentials, and manage claims. It handles requests for coverage in a risk module that incorporates external rating. iMX also allows organizations to control transactions through multiple payment methods to serve a broader range of people. The software lets finance officers create customizable invoices, depending on customer preferences. It also saves time and mitigates risks related to financing operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/19758ab0-94b4-4f85-9fed-21e27f4669a8.png","url":"https://www.softwareadvice.ie/software/336757/imx","@id":"https://www.softwareadvice.ie/software/336757/imx#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":5.0,"bestRating":5,"ratingCount":2},"offers":{"price":"3000","@type":"Offer","priceCurrency":"EUR"},"operatingSystem":"Cloud, Apple, Windows, Linux"},{"@id":"https://www.softwareadvice.ie/compare/331364/336757/salesforce-fin-serv-cloud/vs/imx#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Mortgage Software","position":2,"item":"/directory/4208/mortgage/software","@type":"ListItem"},{"name":"Financial Services Cloud vs iMX","position":3,"item":"https://www.softwareadvice.ie/compare/331364/336757/salesforce-fin-serv-cloud/vs/imx","@type":"ListItem"}]}]}
</script>
