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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SurveyMonkey for Salesforce
SurveyMonkey for Salesforce App by Momentive Paid
Discounted for Nonprofits FeaturesRatingCATEGORIES 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 -
Highspot Sales Enablement
Highspot Sales Enablement App by Highspot
FeaturesStarting at $60 USD per user per monthRatingCATEGORIES Sales With Highspot and Salesforce, you can equip sellers with the right resources for every engagement - directly in any lead, contact and opportunity record - and quantify the business impact of your enablement initiatives, using patented AI.Latest Release 6/13/2023 -
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 9/27/2023 -
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 9/7/2023 -
Outlook Integration for Emails and Calendars - Revenue Grid
Outlook Integration for Emails and Calendars - Revenue Grid App by Revenue Grid Free
FeaturesStarting at $10 USD per user per month
$30 USD per user per month
Discounted for NonprofitsRatingCATEGORIES IT & Administration Capture Activities directly to Salesforce without compromises with the most robust integration. ####✅ Sync Emails, Calendars, Leads on your own terms. ##✅ 100% customizable##✅ Custom object supported ##✅ Flexible deployment options##✅ 14 day Free trial
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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Own Recover - Salesforce Data and Metadata Backup & Recovery
Own Recover - Salesforce Data and Metadata Backup & Recovery App by Own
FeaturesStarting at $2.9 USD per user every 0 months
Discounted for NonprofitsRatingCATEGORIES IT Management , IT & Administration Protect data and metadata with independent backups and precision repair tools. Innovate quickly with sandbox seeding. Get streamlined compliance, unlimited storage, enterprise-grade security and easy setup.####Click "Get it Now" for a free trial. -
Hearsay | Contact & Activity Connectors
Hearsay | Contact & Activity Connectors 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 | Embedded Relate" -
nCino
nCino App by nCino
Features$1 USD per user every 0 monthsRatingCATEGORIES 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 8/11/2023
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 every 0 months
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 9/11/2023 -
Conga Composer Connector for Salesforce | Create and manage documents with ease
Conga Composer Connector for Salesforce | Create and manage documents with ease App by Conga
FeaturesStarting at $6 USD per user every 0 monthsRatingCATEGORIES Document Generation , Collaboration Automate document generation with dynamic data from any standard or custom Salesforce object. Conga Composer automates tedious business processes to get work done faster and easier in Salesforce.####Contact Conga for a free 30-day trial today!Latest Release 1/13/2023 -
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 4/18/2023 -
Box: The Leading Content Cloud for Document Management, Collaboration and E-Sign
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 9/27/2023 -
Adobe Acrobat Sign eSignatures for Salesforce
Adobe Acrobat Sign eSignatures for Salesforce App by Adobe
FeaturesStarting at $34 USD per user every 0 monthsRatingCATEGORIES Contract Management Integrate Acrobat Sign with Salesforce to create 100% digital workflows in minutes. Create, send, sign, track, and file agreements quickly & securely right in Salesforce. Download the free plug-in, then purchase Acrobat Sign or start a free 30-day trial.Latest Release 9/11/2023 -
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 every 0 months
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 9/28/2023 -
S-Docs Native Document Generation & E-Signature: PDF, Word, Excel, Email, Forms
S-Docs Native Document Generation & E-Signature: PDF, Word, Excel, Email, Forms App by S-Docs Inc. Free
FeaturesStarting at $1,500 USD per company per year
Starting at $1,500 USD per company per year
$20 USD per user per month
Starting at $20 USD per user per month
$40 USD per user per month
Starting at $40 USD per user per year
Discounted for NonprofitsRatingCATEGORIES Document Generation S-Docs turns hours of work into a few clicks. Automate document generation & e-signature capture with a fully native app for fast, secure performance. See why thousands trust S-Docs, from SMB to Enterprise: Click “Get It Now” to start in minutes.Latest Release 9/21/2023 -
NICE CXone Salesforce Agent - CTI / IVR / ACD / Dialer / Contact Center
NICE CXone Salesforce Agent - CTI / IVR / ACD / Dialer / Contact Center App by NICE CXone
Features$20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Telephony NICE CXone Salesforce Agent 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 9/1/2023 -
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 9/11/2023 -
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 9/11/2023 -
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 feedback & data collection. Increase response rates with branded, mobile-friendly surveys for customers, partners & employees. Native SFDC integration for better insights & real-time 360° customer view. Improve CSAT & NPS with actionable insightsLatest Release 9/1/2023 -
SMS-Magic & Conversive | Conversational Messaging
SMS-Magic & Conversive | Conversational Messaging App by Screen Magic Mobile Media
FeaturesStarting at $7 USD per user every 0 months
Discounted for NonprofitsRatingCATEGORIES Productivity Drive positive outcomes across your client, candidate or patient lifecycle by leveraging AI to start conversations, guide decisions and fulfill promises over messaging.Latest Release 5/4/2023 -
Formstack Documents (formerly WebMerge) - Document Generation
Formstack Documents (formerly WebMerge) - Document Generation App by Formstack Free
FeaturesStarting at $92 USD per company per month
Starting at $92 USD per user 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 6/9/2023 -
nCino
Features$1 USD per user every 0 monthsRatingCATEGORIES 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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Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics
Talkdesk for Salesforce | Cloud Contact Center | CTI | IVR | ACD | Analytics App by Talkdesk
FeaturesStarting at $10 USD per user per monthRatingCATEGORIES Telephony Talkdesk for Salesforce offers robust contact center functionality, personalized engagement on any channel, and the industry’s deepest integration to Sales Cloud, Service Cloud, and Service Cloud Voice for Talkdesk (BYOT).Latest Release 10/3/2023 -
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
Starting at $187 USD per company per month
Starting at $187 USD per company per month
Starting at $350 USD per company per month
Starting at $350 USD per company per month
Starting at $350 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 9/1/2023 -
Highspot Sales Enablement
FeaturesStarting at $60 USD per user per monthRatingCATEGORIES Sales With Highspot and Salesforce, you can equip sellers with the right resources for every engagement - directly in any lead, contact and opportunity record - and quantify the business impact of your enablement initiatives, using patented AI.Latest Release 6/13/2023
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SurveyMonkey for Salesforce
Discounted for Nonprofits FeaturesRatingCATEGORIES 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 -
Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation
Geopointe: Mapping, Territory Management, Maps, Routing & Analytics, Geolocation App by Ascent Cloud LLC
FeaturesStarting at $70 USD per user every 0 months
Discounted for NonprofitsRatingCATEGORIES Geolocation Location-enable Salesforce and empower your team to apply location intelligence to business processes. We integrate Salesforce data with Google Maps to provide geographic insights for sales, ops, execs & marketing. Click GET IT NOW for a FREE TRIAL.Latest Release 8/29/2023 -
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 8/23/2023 -
Outlook Integration for Emails and Calendars - Revenue Grid
FeaturesStarting at $10 USD per user per month
$30 USD per user per month
Discounted for NonprofitsRatingCATEGORIES IT & Administration Capture Activities directly to Salesforce without compromises with the most robust integration. ####✅ Sync Emails, Calendars, Leads on your own terms. ##✅ 100% customizable##✅ Custom object supported ##✅ Flexible deployment options##✅ 14 day Free trial -
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 App is now included in Salesforce thanks to Mambo Merge. Get 10 free licenses of Mambo Merge Freestyle Edition upon install! Generate document, spreadsheet, and presentation files for your contracts, quotes, orders, and more.Latest Release 9/19/2023 -
OneSpan Sign for Salesforce
OneSpan Sign for Salesforce App by OneSpan
Features$20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Contract Management OneSpan Sign for Salesforce enables you to quickly obtain secure and compliant electronic signatures for your documents anywhere, on any device – remotely or in-person. Get started today with easy to use and intuitive eSignatures.Latest Release 9/29/2023 -
Experian Data Validation for Sales/Service Cloud: Address, email & phone
Experian Data Validation for Sales/Service Cloud: Address, email & phone App by Experian
FeaturesStarting at $1,000 USD per company per year
Discounted for NonprofitsRatingCATEGORIES Data Cleansing Power your business with complete and accurate customer contact data.##Experian’s real-time email, phone, and address validation solutions ensure only accurate, complete and correctly formatted contact data enters Salesforce.Latest Release 9/21/2023 -
Vonage for Service Cloud Voice and Contact Center, CTI, Speech Analytics (BYOT)
Vonage for Service Cloud Voice and Contact Center, CTI, Speech Analytics (BYOT) App by Vonage
FeaturesStarting at $50 USD per user every 0 months
Discounted for NonprofitsRatingCATEGORIES Customer Service Deliver exceptional agent and customer experiences with a fully integrated Salesforce and contact center solution that seamlessly unifies voice, AI, digital channels, and CRM data within Service Cloud.Latest Release 10/12/2022 -
PagerDuty for Service Cloud
PagerDuty for Service Cloud App by PagerDuty, Inc. Free
Features$21 USD per user per yearRatingCATEGORIES Customer Service PagerDuty for Service Cloud instantly updates agents and stakeholders of critical issues, giving them the power to drive action and engage with experts across the organization to speed up case resolution time and improve customer satisfaction.Latest Release 8/1/2023 -
Duplicate Management by AI | Find and Merge Dupes with DataGroomr Deduplication
Duplicate Management by AI | Find and Merge Dupes with DataGroomr Deduplication App by DataGroomr, LLC
FeaturesStarting at $99 USD per company per year
$995 USD per company per year
$1,995 USD per company per year
$3,995 USD per company per year
Discounted for NonprofitsRatingCATEGORIES Data Cleansing Easiest deduplication and data quality solution. Duplicate management and data cleaning, powered by AI.####Find duplicates and merge duplicate accounts, contacts, leads and other objects. Check duplicates on imports.####No setup or configuration is required.Latest Release 6/23/2023