Salesforce Financial Services Cloud can be shaped into almost anything. That is the point, and it is also the cost: what you buy is a platform, and what you need is a working system. Omega is the opposite trade — narrower, opinionated, and running the week you sign. Here is the line-by-line, including where Salesforce is the right answer.
Salesforce ships capability. The configuration that turns capability into an advisor's desk is work somebody has to do, and keep doing. Omega ships the finished workflows a planning firm actually runs — households, annual reviews, meeting follow-up — already assembled.
Financial Services Cloud rollouts are usually measured in months and usually involve an implementation partner. Omega is configured by your own team in an afternoon — and if we turn out to be wrong for you, the exit cost is one month's notice rather than a written-off project.
A Salesforce estate needs an owner: someone minding objects, flows, permissions and release notes. In a ten-person firm that job lands on whoever is least able to refuse it. Omega has no admin seat because there is nothing to administer.
Salesforce Financial Services Cloud starts at $325 per user per month; the figure you actually pay moves with edition, seat count and negotiated terms. Rows marked [To verify] need confirmation from Omega before this page goes live.
Financial Services Cloud starts at $325 per user per month, more than double an Omega seat, and that is before the lines below. The seat price moves with edition, seat count and what you negotiate, so treat it as a floor, not a total. What we can tell you is which lines to put in the model before you compare it to anything.
A partner-led Financial Services Cloud build is a project with a scope document and a statement of work. Ask for the fixed fee and the change-order rate, and amortise both over the term you are comparing.
Someone maintains the objects, flows and permissions and reads three release notes a year. Whether that is a fraction of an operations salary or a retained consultant, it is a recurring cost and it belongs in the comparison.
Meeting notes, scheduling and document handling generally arrive as add-ons priced per seat on top of the platform licence. Price the finished desk, not the base edition.
A quarter spent implementing is a quarter the firm is not compounding on a better process. It rarely appears in a budget line, and it is usually the largest number on this list.
There are firms Omega is simply the wrong shape for, and we would rather say so on a web page than three months into an implementation.
A complex multi-entity structure, an in-house product, a bespoke compliance regime — if your business does not fit the shape of a planning firm, the ability to be built into anything stops being a luxury and becomes the requirement.
If marketing, service and operations are already in Salesforce, one identity model, one reporting layer and one vendor is worth real money. Adding a second system to save on seats can cost more than it saves.
Contacts, households, accounts, activities and open tasks come out of Salesforce cleanly. We map the standard and custom objects to Omega's model and show you the mapping for sign-off before anything is imported.
Most long-lived Salesforce estates carry a decade of fields nobody fills in. A migration is the one moment you can leave them behind. We walk the object list with you and agree what actually earns its place.
Your board pack should not change shape because the CRM did. We rebuild the reports you actually circulate before cutover, so the first month in Omega is directly comparable to the last month out of Salesforce.
Bring your current subscription list and your implementation quote to the call. Thirty minutes is usually enough to tell whether consolidating is worth it for a firm your size — including when the answer is no.
