Financial Services Cloud Pricing

Financial Services Cloud comes out of the box with all the features in Sales Cloud and Service Cloud, plus industry-specific data models, processes, and capabilities.
 

Sales

The financial services CRM for sales with automation and AI.
Starting at
$ 300
USD/user/month*
(billed annually)

Service

The financial services CRM for service with built-in AI.
Starting at
$ 300
USD/user/month*
(billed annually)

Sales and Service

Get a complete view of the customer across sales and service.
Starting at
$ 325
USD/user/month*
(billed annually)

Einstein 1 for Sales and Service

The best of Salesforce Sales and Service.
Starting at
$ 700
USD/user/month*
(billed annually)
 
 
View all add-ons
 

Support and Success Plans

 

Included support:

Everyone can access our Standard Success Plan, which includes self-guided and self-service resources: Trailhead, Help Portal, communities, knowledge articles, and webinars.

Additional support:

Our Premier and Signature Success Plans offer expert guidance and support for additional fees, with features like expert coaching sessions and 24/7 support.
Explore all plans
 

Extend your capabilities with add-ons.

 

Insurance Product Administration

Power product development, policy rating, and end-to-end operations management.

Starting at

$180,000

USD/org/year*
(billed annually)

Learn about Insurance Product Administration
Available with: Financial Services Cloud - Starter and Financial Services Cloud - Growth in Enterprise and Unlimited
Insurance Product Administration Pricing

Insurance Policy Administration

Manage policy lifecycles across quoting, issuance, billing, renewals, and more.

Starting at

$42,000

Per $10 million GWP
USD (billed annually)
(Requires Insurance Product Administration)

Learn about Insurance Policy Administration
Available with: Enterprise, Unlimited
Insurance Policy Administration Pricing

Insurance Claims Management

Manage claims lifecycles across intake, adjudication, reserves, and payment.

Starting at

$27,000

Per $10 million GWP
USD (billed annually)
(Requires Insurance Product Administration)

Learn about Insurance Claims Management
Available with: Enterprise, Unlimited
Insurance Claims Management Pricing
 

Financial Services Pricing FAQ

Financial Services Cloud comes out of the box with all the features in Sales Cloud and Service Cloud, plus an industry-specific data model, objects, and capabilities. Built on the Salesforce Platform, Financial Services Cloud delivers speed to value and continuous, relevant innovation so financial services firms can save time and money on customisations as well as accelerate business growth.
Whether you are a part of a wealth management firm, insurance company, or bank, Financial Services Cloud is one product that unifies customer experiences across consumer and commercial lines of business.

Financial Services Cloud Starter and Growth can be used for different users in the same org as long as they are on the same Edition (Enterprise or Unlimited).
Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 800 1301 448 (Singapore), 800 967 655 (Hong Kong) or +65 6302 5700 (Intl). to discuss exactly what kind of products you’re looking to add and how we can help.
We know things don’t always go according to plan, and we’re here and will try our best to support. Reach out to a sales representative at 800 1301 448 (Singapore), 800 967 655 (Hong Kong) or +65 6302 5700 (Intl) to discuss options.
Yes. Customers have the flexibility to buy industry products alongside other Salesforce products, such as Sales Cloud or Service Cloud. Talk to your sales rep about what products are right for your organisation.
In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licenses of MuleSoft, work with our integration partners, or use apps on AppExchange.

Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
We offer several advisory, adoption, and support plans to our customers. To learn more, visit Success Cloud.
You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 800 1301 448 (Singapore), 800 967 655 (Hong Kong) or +65 6302 5700 (Intl) to see what works for your business.
 

* This edition requires an annual contract.

* Financial Services Cloud - Growth is also available in Professional Edition for $165 USD/user/month. Contact us for more details.

This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.

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