---
description: Review of Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Digital Magazine Software](/directory/4155/publishing-and-subscriptions/software) > [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/software/468796/Webtrekk)

# Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

Canonical: https://www.softwareadvice.co.nz/software/468796/Webtrekk

> Agentforce Financial Services is a cloud-based CRM platform built for financial services firms of all sizes, including banks, insurance companies, and wealth management practices. Agentforce Financial Services helps teams manage client relationships, track financial goals, and streamline compliance workflows in one place. Core features include client profile management, activity tracking, referral management, and actionable insights drawn from client data. These tools help advisors and service teams stay organized, prioritize follow-ups, and deliver more consistent client experiences. The platform integrates with other Salesforce products, making it a practical fit for firms already using the broader Salesforce ecosystem. It is deployed via the cloud, so no on-premises installation is required. Support is available through a knowledge base, online documentation, community forums, and direct support plans that include phone and chat assistance depending on the subscription tier.
> 
> Verdict: Rated **3.3/5** by 3 users. Top-rated for **Likelihood to recommend**.

-----

## 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

- [Digital Magazine Software](https://www.softwareadvice.co.nz/directory/4155/publishing-and-subscriptions/software)

## Related Categories

- [Digital Magazine Software](https://www.softwareadvice.co.nz/directory/4155/publishing-and-subscriptions/software)
- [Automation Testing Tools](https://www.softwareadvice.co.nz/directory/4187/automation-testing/software)
- [Website Monitoring Software](https://www.softwareadvice.co.nz/directory/4550/website-monitoring/software)
- [Web Analytics Tools](https://www.softwareadvice.co.nz/directory/4142/web-analytics/software)
- [Customer Journey Mapping Tools](https://www.softwareadvice.co.nz/directory/4004/journey-mapping/software)

## 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 SoftwareAdvice](https://www.softwareadvice.co.nz/software/468796/Webtrekk)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/468796-Webtrekk/> |
| en-AU | <https://www.softwareadvice.com.au/software/468796/Webtrekk> |
| en-GB | <https://www.softwareadvice.co.uk/software/468796/Webtrekk> |
| en-IE | <https://www.softwareadvice.ie/software/468796/Webtrekk> |
| en-NZ | <https://www.softwareadvice.co.nz/software/468796/Webtrekk> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Software Advice helps businesses in New Zealand find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.nz","url":"https://www.softwareadvice.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.nz/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":"Agentforce Financial Services (formerly Salesforce Financial Services Cloud)","description":"Agentforce Financial Services is a cloud-based CRM platform built for financial services firms of all sizes, including banks, insurance companies, and wealth management practices. Agentforce Financial Services helps teams manage client relationships, track financial goals, and streamline compliance workflows in one place. Core features include client profile management, activity tracking, referral management, and actionable insights drawn from client data. These tools help advisors and service teams stay organized, prioritize follow-ups, and deliver more consistent client experiences. The platform integrates with other Salesforce products, making it a practical fit for firms already using the broader Salesforce ecosystem. It is deployed via the cloud, so no on-premises installation is required. Support is available through a knowledge base, online documentation, community forums, and direct support plans that include phone and chat assistance depending on the subscription tier.","image":"https://images.g2crowd.com/display-layer-screenshots/25953/44bb35080d2c9c3bdc49d84e4a50339a6ff26503a31ab3fcbb8af1e36ab3e273.webp","url":"https://www.softwareadvice.co.nz/software/468796/Webtrekk","@id":"https://www.softwareadvice.co.nz/software/468796/Webtrekk#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":3,"ratingValue":3.3},"offers":{"price":"400","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.softwareadvice.co.nz/software/468796/Webtrekk#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Digital Magazine Software","position":2,"item":"/directory/4155/publishing-and-subscriptions/software","@type":"ListItem"},{"name":"Agentforce Financial Services (formerly Salesforce Financial Services Cloud)","position":3,"item":"/software/468796/Webtrekk","@type":"ListItem"}]}]}
</script>