---
description: Compare Financial Services Cloud vs Applied Epic 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 Applied Epic Comparison
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [Financial Services Cloud \<span\>vs\</span\> Applied Epic](https://www.softwareadvice.com.au/compare/331364/441710/salesforce-fin-serv-cloud/vs/applied-epic)

# Compare Financial Services Cloud vs Applied Epic

Canonical: https://www.softwareadvice.com.au/compare/331364/441710/salesforce-fin-serv-cloud/vs/applied-epic

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

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## At a Glance

| Metric | Financial Services Cloud | Applied Epic |
| **Overall rating** | 4.8/5 | 4.2/5 |
| **Total Reviews** | 5 | 141 |
| **Starting Price** | USD 325.00 | USD 1,000.00 |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, Knowledge Base, Phone Support, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Financial Services Cloud

- API
- Accounting
- Activity Tracking
- Client Management
- Commission Management
- Configurable Workflow
- Customer Database
- Customizable Reports
- Document Templates
- Email Management
- Insurance Policy Management
- Lead Capture
- Lead Management
- Monitoring
- Policy Management
- Real-Time Data
- Referral Tracking
- Reminders
- Secure Login
- Status Tracking

### Applied Epic

- API
- Accounting
- Activity Tracking
- Client Management
- Commission Management
- Configurable Workflow
- Customer Database
- Customizable Reports
- Document Templates
- Email Management
- Insurance Policy Management
- Lead Capture
- Lead Management
- Monitoring
- Policy Management
- Real-Time Data
- Referral Tracking
- Reminders
- Secure Login
- Status Tracking

## Links

- [View Financial Services Cloud Profile](https://www.softwareadvice.com.au/software/331364/salesforce-fin-serv-cloud)
- [View Applied Epic Profile](https://www.softwareadvice.com.au/software/441710/applied-epic)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/331364/441710/salesforce-fin-serv-cloud/vs/applied-epic)

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