---
description: Compare Financial Services Cloudvs Effi Comparison and other vendors. Get features, price, & user reviews with details about trial versions and customer support for Indian users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Compare Financial Services Cloudvs Effi Comparison - Capterra India
---

Breadcrumb: [Home](/) > [Insurance CRM software](/directory/32554/insurance-crm/software) > [Financial Services Cloud\<span\>vs\</span\> Effi Comparison](https://www.capterra.in/compare/166075/212000/financial-crm/vs/effi)

# Compare Financial Services Cloud vs Effi

Canonical: https://www.capterra.in/compare/166075/212000/financial-crm/vs/effi

> Detailed comparison between Financial Services Cloud and Effi. 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 | Effi |
| **Overall rating** | 4.8/5 | - |
| **Total Reviews** | 5 | 0 |
| **Starting Price** | $325.00 | A$100.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat | - |
| **Training Software** | In Person, Live Online, Webinars, Documentation, Videos | - |

## Best for

### Financial Services Cloud

Financial Services Cloud is used by banks, wealth managers, insurance companies, financial advisors, lenders, and insurance brokerages.

### Effi

Australia

## Key features

### Financial Services Cloud

- CRM Software
- Claims Management Software
- Client Database
- Client Management
- Contact Management Software
- Customer Statements
- Customizable Reports
- Document Management Software
- Document Templates
- For Borrowers
- Lead Management Software
- Loan Management
- Marketing Automation Software
- Monitoring
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Real-Time Data
- Residential Mortgages
- Scheduling Software

### Effi

- CRM Software
- Client Database
- Contact Management Software
- Customer Statements
- Document Management Software
- For Borrowers
- Lead Management Software
- Loan Management
- Marketing Automation Software
- Pipeline Management
- Pre-Qualification
- Residential Mortgages

## Links

- [View Financial Services Cloud Profile](https://www.capterra.in/software/166075/financial-crm)
- [View Effi Profile](https://www.capterra.in/software/212000/effi)
- [View Original Comparison](https://www.capterra.in/compare/166075/212000/financial-crm/vs/effi)

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