Discover the power of the world’s #1 AI CRM for financial services. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer. Activate data to personalise engagement using purpose-built automation with industry-specific AI.
Accelerate your customer onboarding. Increase retention and loyalty with AI-powered service. Unlock your data to deliver intelligent insights for financial planning, empowering your customers’ financial success with trusted AI.
View multiple layers of relationships and related key information in one place to identify areas of opportunity and drive contextual action.
Empower financial success with actionable financial goals.
Cultivate strong relationships at scale by creating targeted lists of contacts for priority engagement.
Accelerate onboarding implementation with a pre-configured template.
Deploy intelligent financial discovery processes across any channel.
Streamline disclosure and consent processes with templates for common disclosures and consent to open accounts, share data with third-parties, and more.
Deploy self-service automation capabilities that can be embedded into existing internet and mobile banking experiences.
Deliver everything agents need to close cases faster, all on one screen.
Build end-to-end service processes with low- to no-code tools.
Unlock data from core banking and financial planning to create a unified financial profile.
Understand household income, expenditures, and net worth, based on calculated transaction insights and trends.
Empower financial success with actionable financial goals.
Activate all your customer data across Salesforce applications.
Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.
Engage buyers effectively, improve seller productivity, close deals faster, and grow revenue on the most complete sales platform.
Help your entire team find important answers and start making data-driven decisions.
Bring MuleSoft flows directly into Salesforce for seamless connectivity and enhanced capabilities for financial institutions.
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
Embed appointment scheduling into workflows like leads and referrals, cases, opportunities, and accounts.
Find the right version of Financial Services Cloud for your business needs.
Starting at
Starting at
Starting at
Priced at
Above pricing is for Enterprise Edition. Financial Services Cloud is also available in Unlimited Edition and Einstein 1. Financial Services Cloud - Sales and Service also includes everything in corresponding editions of Sales Cloud and Service Cloud, Enterprise, and Unlimited Editions. For a comprehensive list of features, please visit our Sales Cloud pricing page and Service Cloud pricing page. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Now, instead of jumping from one system to another, our advisors and sales teams are using Salesforce Financial Services Cloud for one unified view of their clients, and are able to quickly pull insights and recommendations, servicing them quicker than ever before.
Ken ThompsonHead of Shared Services, TD Wealth
Discover new ways to drive efficiencies and personalise customer engagement in financial services.
Our powerhouse partners extend the impact of Salesforce for financial services software.
From support, expert guidance, and resources to our partners on AppExchange, the Success Ecosystem is here to help you unlock the full power of your investment.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
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Learn how Salesforce for financial services empowers customers' financial success.
Financial Services Cloud is more than a CRM. It's the best of Salesforce, designed specifically for banks, wealth managers, and insurance companies. Instead of having to start with a generic Customer 360 that needs a lot of customisation, Financial Services Cloud provides prebuilt applications with user experiences, automation, and integration designed based on industry best practices.
A financial services CRM helps you achieve business results faster and reduce development costs with prebuilt applications.
If you are currently using Sales or Service Cloud, you can activate Financial Services Cloud right in your existing org. Talk to your Salesforce Account Team or Consultant to learn more. If you aren't using Sales or Service Cloud, you can get started with our free trial here.
Users can improve efficiency and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows. Additionally, use financial services software to connect financial, transaction, and CRM data using a range of prebuilt-to-custom accelerators that scale for high volume.
Choose the financial services product that's right for you by evaluating the individual needs of your business. Consider if you need to personalise customer engagements, scale service interactions, or streamline your onboarding experience. Salesforce Financial Services Cloud has a variety of editions you can customise to your business needs. See details here.
