Financial Services
Unlock the full power of your financial institution.
Deliver smart, integrated experiences that connect your teams and help them focus on what's important — serving their customers' needs
Sponsored Apps for Financial Services
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OwnBackup: Salesforce Data and Metadata Backup & Recovery
OwnBackup: Salesforce Data and Metadata Backup & Recovery App by OwnBackup
FeaturesStarting at $2.9 USD per user per month
Discounted for NonprofitsRatingCATEGORIES IT Management , IT & Administration Protect data and metadata with automated backups and precision recovery tools. Innovate quickly with sandbox seeding. Get enterprise-grade security, simplified compliance, easy setup and unlimited storage.####Click "Get it Now" for a free trial. -
Acxiom Data Enhancement for CDP
Acxiom Data Enhancement for CDP App by Acxiom Corporation (Partner Main*)
FeaturesStarting at $9,500 USD per monthRatingCATEGORIES Analytics Acxiom is the global data leader with thousands of data attributes in more than 30 countries helping brands improve millions of customer experiences every day through meaningful data-driven insights, all while protecting consumer privacy.Latest Release 9/1/2022 -
Provar Manager
Provar Manager App by Provar Ltd
FeaturesStarting at $350 USD per company per month
Discounted for NonprofitsRatingCATEGORIES Admin & Developer Tools Introducing Provar Manager, the latest addition to Provar’s software quality product line and the answer to improving Salesforce testing. This user-friendly, sophisticated test management solution meets you at every stage in your quality journey.Latest Release 2/1/2023 -
DemandTools. Ensure your data remains your most valuable asset.
DemandTools. Ensure your data remains your most valuable asset. App by Validity, Inc.
FeaturesStarting at $11 USD per Salesforce license per month
Discounted for NonprofitsRatingCATEGORIES Data Cleansing , IT & Administration DemandTools is the most versatile and secure data management platform for cleaning and maintaining CRM data in less time, so you always have report-ready data improving the effectiveness of your revenue operations. -
OwnBackup Secure for Shield - Accelerate your Salesforce Shield Implementation
OwnBackup Secure for Shield - Accelerate your Salesforce Shield Implementation App by OwnBackup
Features$3.45 USD per user per month
Discounted for NonprofitsRatingCATEGORIES IT & Administration Have Salesforce Shield Platform Encryption?####Accelerate and validate your implementation of Salesforce Shield Platform Encryption (encryption at rest) with OwnBackup Secure for Shield.Latest Release 2/1/2023
Financial Services Apps to Know
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Appy Tip: Expand Salesforce
Appy Tip: Expand Salesforce
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Article
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OwnBackup: Salesforce Data and Metadata Backup & Recovery
FeaturesStarting at $2.9 USD per user per month
Discounted for NonprofitsRatingCATEGORIES IT Management , IT & Administration Protect data and metadata with automated backups and precision recovery tools. Innovate quickly with sandbox seeding. Get enterprise-grade security, simplified compliance, easy setup and unlimited storage.####Click "Get it Now" for a free trial. -
Hearsay’s Contact & Activity Connectors for Salesforce
Hearsay’s Contact & Activity Connectors for Salesforce App by Hearsay Systems Free Features
RatingCATEGORIES Collaboration Hearsay’s Contact & Activity Connectors automatically capture the ‘last mile’ of advisor-client engagement data, enriching Salesforce with a more complete view of the customer journey. ####For Hearsay’s Managed Package, search "Hearsay for Salesforce" -
nCino
nCino App by nCino
Features$1 USD per user per monthRatingCATEGORIES Finance Built by bankers for bankers, nCino streamlines all customer and employee interactions within a single cloud-based Bank Operating System® that drives increased efficiency, transparency, profitability and regulatory compliance across all business lines.Latest Release 10/15/2020 -
Engageware Scheduler for Salesforce - Online Appointment Scheduling
Engageware Scheduler for Salesforce - Online Appointment Scheduling App by Engageware
FeaturesStarting at $10,500 USD per company per year
Discounted for NonprofitsRatingCATEGORIES Sales For nearly two decades, Engageware has been helping the world's best-known and most successful businesses grow through intelligent appointment scheduling solutions. ####Click the Watch Demo link to learn more!Latest Release 2/28/2023
Most Popular
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DocuSign eSignature for Salesforce: The trusted eSignature solution
DocuSign eSignature for Salesforce: The trusted eSignature solution App by DocuSign, Inc**
FeaturesStarting at $30 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Customer Service Send, sign, track and save agreements in Salesforce with the most downloaded electronic signature app on the AppExchange. ####Get started with a free 30-day trial by clicking “Get It Now”Latest Release 3/8/2023 -
Rollup Helper - A Declarative Roll-up Platform for Salesforce®
Rollup Helper - A Declarative Roll-up Platform for Salesforce® App by Passage Technology Free Features
RatingCATEGORIES Analytics With Rollup Helper, you can roll-up any Salesforce® data: Quickly configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy, multi-currency roll-ups and more. Roll up the data your users need on records, list views, or reports!Latest Release 11/4/2022 -
Native Document Generation & E-Signature: PDF, Word, XLS, Email, Reports: S-Docs
Native Document Generation & E-Signature: PDF, Word, XLS, Email, Reports: S-Docs App by S-Docs Inc. Free
FeaturesStarting at $1,500 USD per company per year
$20 USD per user per month
$40 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Document Generation Automate document creation and delivery in minutes with a solution that runs entirely within your Salesforce cloud. ##Create documents via click, workflow or batch:##✔Quotes##✔Invoices##✔Proposals##✔Statements##✔Account Summaries##✔Contracts##✔ReportsLatest Release 2/23/2023 -
Conga Composer | Document generation and reporting for Salesforce made easy
Conga Composer | Document generation and reporting for Salesforce made easy App by Conga
FeaturesStarting at $20 USD per user every 0 months
Discounted for NonprofitsRatingCATEGORIES Document Generation , Collaboration Generate, track, and manage on-brand documents with ease. Conga Composer automates tedious business processes and provides actionable insights, so that you can focus on driving revenue.####Get a free 30-day trial, or update/install Composer today!Latest Release 1/13/2023 -
Box: The Leading Content Cloud for Document Management, Collaboration and E-Sign
Box: The Leading Content Cloud for Document Management, Collaboration and E-Sign App by Box
Features$1 USD per company (one-time)
Discounted for NonprofitsRatingBox helps you manage content across the entire content life-cycle. Users can easily create, share, find, collaborate, edit, esign and secure content in Salesforce and Slack. Box supports all verticals including: FinServ, Healthcare, Government & more.Latest Release 2/16/2023 -
NICE CXone Agent for Salesforce - CTI / IVR / ACD / Dialer / Contact Center
NICE CXone Agent for Salesforce - CTI / IVR / ACD / Dialer / Contact Center App by NICE CXone
Features$20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Telephony NICE CXone Agent for Salesforce provides a call center solution in the cloud unifying the agent experience within Sales/Service Cloud. Increase agent efficiency, while improving customer experience with the CTI leader. Install in under 10 mins!Latest Release 1/31/2023 -
Adobe Sign Trusted 5-Star Rated eSignatures from Salesforce customers since 2006
Adobe Sign Trusted 5-Star Rated eSignatures from Salesforce customers since 2006 App by Adobe
FeaturesStarting at $34 USD per user per monthRatingCATEGORIES Contract Management Integrate Adobe Sign with Salesforce to create 100% digital workflows in minutes. Create, send, sign, track and file agreements quickly & securely right in Salesforce. Download the plug-in, then purchase Adobe Sign or start a free 30-day trial.Latest Release 7/21/2022 -
DocuSign Gen for Salesforce: Simplified custom document generation
DocuSign Gen for Salesforce: Simplified custom document generation App by DocuSign, Inc**
FeaturesStarting at $20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Document Generation Built to be easy to use, Gen accelerates sales cycles by automating the generation of customized sales documents with just a few clicks from Salesforce.####**Try it free for 30 days!**Latest Release 3/8/2023 -
Survey Vista : 100% Native Salesforce Surveys, Forms, Quizzes, and Checklists
Survey Vista : 100% Native Salesforce Surveys, Forms, Quizzes, and Checklists App by Ardira Free Features
RatingCATEGORIES Surveys Automate data collection & increase response rate by presenting eye pleasing, mobile-friendly, corporate branded surveys & forms to customers, partners, & employees. Customer feedback data natively integrated with Salesforce to help increase CSAT & NPS.Latest Release 3/14/2023 -
Nintex DocGen® for Salesforce | No-code Document Generation
Nintex DocGen® for Salesforce | No-code Document Generation App by Nintex
FeaturesStarting at $20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Document Generation Nintex DocGen® for Salesforce makes it easy for anyone to automate the creation of mission-critical documents —regardless of technical prowess or IT availability. Quotes, proposals, NDAs, order forms, contracts, invoices— are just a few clicks away.Latest Release 1/11/2023 -
360 SMS App for Salesforce - Send SMS | WhatsApp from Salesforce
360 SMS App for Salesforce - Send SMS | WhatsApp from Salesforce App by 360 Degree Cloud Technologies Pvt. Ltd.
FeaturesStarting at $7 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Productivity See why so many companies are switching to 360 SMS or picking it from the start! You’ll see it immediately with the install & trial phone # experience, to the docs, to the stronger methods of triggering messages & processing incoming replies & surveys.Latest Release 8/2/2022 -
DocuSign CLM: Streamlined Contract Lifecycle Management
DocuSign CLM: Streamlined Contract Lifecycle Management App by DocuSign, Inc**
FeaturesStarting at $45 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Contract Management DocuSign CLM for Salesforce helps companies increase renewal rates, improve productivity, and grow faster. Streamline agreement preparation, redlining, collaboration, and approvals. Safely and centrally store agreements for easy access and discovery.Latest Release 3/8/2023 -
Highspot Sales Enablement
Highspot Sales Enablement App by Highspot
FeaturesStarting at $60 USD per user per monthRatingCATEGORIES Sales Highspot and Salesforce drive consistent rep performance via sales enablement. Highspot surfaces the best content, guidance, training, coaching, and engagement intelligence for each lead, contact, & opportunity–enabling every rep at the moment of action.Latest Release 3/15/2023 -
Mambo Merge | Document Generation for Salesforce is Simple, Seamless, and Secure
Mambo Merge | Document Generation for Salesforce is Simple, Seamless, and Secure App by MK Partners, Inc. Free
Features$0.01 USD per Free per year
$10 USD per user per month
$20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Document Generation Native Document Generation is now included in Salesforce thanks to Mambo Merge. Get 10 free licenses of Mambo Merge Free Edition upon install! Generate document, spreadsheet, and presentation files for your contracts, quotes, orders, and more.Latest Release 3/9/2023 -
SMS-Magic | Business Messaging
SMS-Magic | Business Messaging App by Screen Magic Mobile Media
FeaturesStarting at $7 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Productivity SMS-Magic is an established customer messaging solution for brands that care. Our Converse application works natively within Salesforce to enable consent-based business-to-person messaging for high-touch and multichannel customer engagement at scale.Latest Release 4/27/2021 -
Mogli SMS: Text Messaging | WhatsApp
Mogli SMS: Text Messaging | WhatsApp App by Mogli: SMS, MMS & WhatsApp for Salesforce
FeaturesStarting at $187 USD per company per month
Discounted for NonprofitsRatingCATEGORIES Telephony , Productivity Mogli SMS is the most robust and user-friendly native text messaging solution on the AppExchange. It offers an unlimited user license, a US-based 5-star client success team, and a beautiful, intuitive user interface. Mogli - Do More of What Matters.Latest Release 10/21/2022 -
Formstack Documents (formerly WebMerge) - Document Generation
Formstack Documents (formerly WebMerge) - Document Generation App by Formstack
FeaturesStarting at $92 USD per company per month
Discounted for NonprofitsRatingCATEGORIES Sales Formstack Documents automates your document generation so your sales team can easily generate contracts and proposals. Merge Salesforce data into documents and speed up your time to close by never copying and pasting data or contact information again!Latest Release 8/23/2020 -
TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce App by TaskRay
FeaturesStarting at $25 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Project Management TaskRay is 100% Salesforce-native and organizes and manages your work, teams, and process as soon as you mark a deal as Closed Won. Whether it's onboarding, implementation, or installation, TaskRay helps you create happier customers from day one.Latest Release 3/1/2023 -
Files Downloader | Download all files from Salesforce | files download at once
Files Downloader | Download all files from Salesforce | files download at once App by Global OneTech Solutions
FeaturesStarting at $1 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Contract Management 100% Native Salesforce App##Download multiple or all Files & Attachments in a zip Folder! Start FREE Trial##✔Download bulk files from salesforce##✔Download documents from salesforce##✔Download attachments as zip salesforce##✔Export files from salesforceLatest Release 10/28/2022 -
Drift for Salesforce
Drift for Salesforce App by DRIFT
Features$500 USD per company per yearRatingCATEGORIES Chat & Web Conferencing Drift® helps you deliver experiences your buyers want using Conversational Sales & Marketing. Our platform integrates chat, email, video & AI to power the right conversations at the right time between buyers & sellers. The result? More revenue, faster.Latest Release 9/7/2022 -
S-Drive - Document Management for Salesforce | MS Office 365 | Unlimited Storage
S-Drive - Document Management for Salesforce | MS Office 365 | Unlimited Storage App by CyanGate
FeaturesStarting at $1 USD per GB per monthRatingCATEGORIES Document Management Native Document and Content Management solution. Create folder structure for files, organize metadata on records. Unlimited file storage (AWS), retention policies, versioning, tagging, and public share. For more information or demo; info@sdriveapp.com.Latest Release 3/17/2023 -
Vlocity Insurance
Vlocity Insurance App by Vlocity, A Salesforce Company
FeaturesStarting at $60 USD per user per monthRatingCATEGORIES Finance Fuel your digital transformation with Vlocity's core insurance platform for the entire policy lifecycle, from quoting to policy administration to claims management. Configure-once, deploy-anywhere processes integrate seamlessly with 3rd-party systems.Latest Release 3/9/2022 -
nCino
Features$1 USD per user per monthRatingCATEGORIES Finance Built by bankers for bankers, nCino streamlines all customer and employee interactions within a single cloud-based Bank Operating System® that drives increased efficiency, transparency, profitability and regulatory compliance across all business lines.Latest Release 10/15/2020
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Distribution Engine: Lead Assignment & Opportunity Routing. Round Robin.
Distribution Engine: Lead Assignment & Opportunity Routing. Round Robin. App by NC Squared Ltd
Features$45 USD per user every 0 months
Discounted for NonprofitsRatingCATEGORIES Sales , Productivity Distribution Engine is an easily configurable, intelligent, rules-based lead assignment engine that ensures your Leads, Opportunities, Contacts (any standard or custom SFDC object) are automatically distributed to the right team member at the right time.Latest Release 3/7/2023 -
SurveyMonkey for Salesforce
SurveyMonkey for Salesforce App by Momentive
FeaturesStarting at $1 USD per Survey Response (one-time)
Discounted for NonprofitsRatingCATEGORIES Surveys Capture customer and prospect intelligence with the SurveyMonkey integration. Automatically send surveys after every critical interaction. Enrich customer and prospect data by syncing survey responses into Salesforce.Latest Release 6/8/2018 -
Mercury SMS: Send & Receive Text Messages
Mercury SMS: Send & Receive Text Messages App by MessageMedia
FeaturesStarting at $10 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Marketing Improve the way sales, marketing and support teams communicate with customers inside the Salesforce platform. Easily send SMS to individuals or large groups, add personal touches to each message, and save time by setting up SMS automations.Latest Release 2/13/2023 -
OwnBackup: Salesforce Data and Metadata Backup & Recovery
FeaturesStarting at $2.9 USD per user per month
Discounted for NonprofitsRatingCATEGORIES IT & Administration , IT Management Protect data and metadata with automated backups and precision recovery tools. Innovate quickly with sandbox seeding. Get enterprise-grade security, simplified compliance, easy setup and unlimited storage.####Click "Get it Now" for a free trial. -
Provar Manager
FeaturesStarting at $350 USD per company per month
Discounted for NonprofitsRatingCATEGORIES Admin & Developer Tools Introducing Provar Manager, the latest addition to Provar’s software quality product line and the answer to improving Salesforce testing. This user-friendly, sophisticated test management solution meets you at every stage in your quality journey.Latest Release 2/1/2023