---
description: Compare Applied Epic vs Financial Services Cloud. Learn more about each of the software’s price, features, and helpful software reviews for Irish business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Applied Epic vs Financial Services Cloud Comparison - Capterra Ireland 2026
---

Breadcrumb: [Home](/) > [Insurance Agency Software](/directory/20035/insurance-agency/software) > [Applied Epic \<span\>vs\</span\> Financial Services Cloud](https://www.capterra.ie/compare/70671/166075/applied-epic/vs/financial-crm)

# Compare Applied Epic vs Financial Services Cloud

Canonical: https://www.capterra.ie/compare/70671/166075/applied-epic/vs/financial-crm

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

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## At a Glance

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

## Best for

### Applied Epic

Applied Epic® is best for mid-market to enterprise agencies that need to manage the customer lifecycle across all lines of business and staff.

### Financial Services Cloud

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

## Key features

### Applied Epic

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

### Financial Services Cloud

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

## Links

- [View Applied Epic Profile](https://www.capterra.ie/software/70671/applied-epic)
- [View Financial Services Cloud Profile](https://www.capterra.ie/software/166075/financial-crm)
- [View Original Comparison](https://www.capterra.ie/compare/70671/166075/applied-epic/vs/financial-crm)

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