---
description: Side-by-side comparison of eWay-CRM vs Financial Services Cloud. Learn about each of the product's price, benefits and disadvantages. Choose the best software for your business in Singapore.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: eWay-CRM vs Financial Services Cloud Comparison - Capterra Singapore 2026
---

Breadcrumb: [Home](/) > [Customer Success Software](/directory/30961/customer-success/software) > [eWay-CRM \<span\>vs\</span\> Financial Services Cloud](https://www.capterra.com.sg/compare/152769/166075/eway-crm/vs/financial-crm)

# Compare eWay-CRM vs Financial Services Cloud

Canonical: https://www.capterra.com.sg/compare/152769/166075/eway-crm/vs/financial-crm

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

-----

## At a Glance

| Metric | eWay-CRM | Financial Services Cloud |
| **Overall rating** | 4.5/5 | 4.8/5 |
| **Total Reviews** | 820 | 5 |
| **Starting Price** | US$20.00 | US$325.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | Yes | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, 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

### eWay-CRM

Small to mid-size businesses and services using Outlook and Microsoft 365—construction, consultants, insurers, manufacturers—teams needing integrated CRM for email tracking, quoting, and reporting.

### Financial Services Cloud

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

## Key features

### eWay-CRM

- API
- Accounting
- Activity Tracking
- Billing & Invoicing
- CRM
- Client Management
- Customer Database
- Customizable Reports
- Document Management
- Document Templates
- Email Management
- Lead Capture
- Lead Management
- Multi-Channel Communication
- Referral Tracking
- Relationship Tracking
- Reminders
- SSL Security
- Scheduling
- Status Tracking

### Financial Services Cloud

- API
- Accounting
- Activity Tracking
- Billing & Invoicing
- CRM
- Client Management
- Customer Database
- Customizable Reports
- Document Management
- Document Templates
- Email Management
- Lead Capture
- Lead Management
- Multi-Channel Communication
- Referral Tracking
- Relationship Tracking
- Reminders
- SSL Security
- Scheduling
- Status Tracking

## Links

- [View eWay-CRM Profile](https://www.capterra.com.sg/software/152769/eway-crm)
- [View Financial Services Cloud Profile](https://www.capterra.com.sg/software/166075/financial-crm)
- [View Original Comparison](https://www.capterra.com.sg/compare/152769/166075/eway-crm/vs/financial-crm)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"eWay-CRM vs Financial Services Cloud Comparison - Capterra Singapore 2026","description":"Side-by-side comparison of eWay-CRM vs Financial Services Cloud. Learn about each of the product's price, benefits and disadvantages. Choose the best software for your business in Singapore.","url":"https://www.capterra.com.sg/compare/152769/166075/eway-crm/vs/financial-crm","about":[{"@id":"https://www.capterra.com.sg/software/152769/eway-crm#software"},{"@id":"https://www.capterra.com.sg/software/166075/financial-crm#software"}],"breadcrumb":{"@id":"https://www.capterra.com.sg/compare/152769/166075/eway-crm/vs/financial-crm#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.capterra.com.sg/compare/152769/166075/eway-crm/vs/financial-crm#webpage","isPartOf":{"@id":"https://www.capterra.com.sg/#website"},"inLanguage":"en-SG","publisher":{"@id":"https://www.capterra.com.sg/#organization"}},{"name":"eWay-CRM","description":"eWay-CRM: The CRM That Lives Inside Microsoft 365\n\nManage clients, track sales, deliver projects, and run marketing campaigns — all without leaving Microsoft Outlook or Teams. \n\neWay-CRM is your complete business hub, built directly into Microsoft 365.\n\t• Outlook: Organize and share emails, contacts, and meetings — all linked to your customers and deals.\n\t• Teams: Chat about your customers, share insights, turn conversations into tasks, and keep everyone on the same page.\n\t• SharePoint: Store and manage documents in structured folders tied to clients, projects, or deals.\n\t• Power BI: Build insightful reports in Power BI using eWay-CRM data, and pin them to your CRM. Stay on track and make confident, data-driven decisions.\n\t• Power Automate: Automate your workflows, connect with external apps, and eliminate repetitive tasks with just a few clicks.\n\t\nDon’t need to switch platforms or learn a new system — enhance what you already use with eWay-CRM.\n\nBring CRM directly into Microsoft 365.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/2736e46b-6278-41ec-afd2-258630904a93.png","url":"https://www.capterra.com.sg/software/152769/eway-crm","@type":"SoftwareApplication","@id":"https://www.capterra.com.sg/software/152769/eway-crm#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.com.sg/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.5,"bestRating":5,"ratingCount":820},"offers":{"price":"20","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Windows on premise, Android, Platform ios, Platform ipad"},{"name":"Financial Services Cloud","description":"Financial Services Cloud is a CRM platform for financial organizations, integrating data from banking, wealth management, and insurance to create unified customer profiles. It features AI capabilities like Banking Service Assistance for routine inquiries, Insurance Service Assistance for policyholder questions, and Financial Advisor Assistance for meeting preparation. Loan Product Assistance aids borrowers in loan discovery. The platform includes an Actionable Relationship Center for viewing customer relationships, Financial Plans and Goals for planning workflows, and Actionable Segmentation for targeted lists. The Onboarding Console offers account opening templates. Service capabilities include self-service portals, agent workspace tools, and Service Process Studio for low-code workflow creation. It connects to core systems to visualize household income, expenditures, and transaction trends.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/33d102e9-c7c0-40f3-964d-e3e7bfe7b1e5.png","url":"https://www.capterra.com.sg/software/166075/financial-crm","@type":"SoftwareApplication","@id":"https://www.capterra.com.sg/software/166075/financial-crm#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.com.sg/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.8,"bestRating":5,"ratingCount":5},"offers":{"price":"325","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Customer Success Software","position":2,"item":"/directory/30961/customer-success/software","@type":"ListItem"},{"name":"eWay-CRM vs Financial Services Cloud","position":3,"item":"https://www.capterra.com.sg/compare/152769/166075/eway-crm/vs/financial-crm","@type":"ListItem"}],"@id":"https://www.capterra.com.sg/compare/152769/166075/eway-crm/vs/financial-crm#breadcrumblist"}]}
</script>