Sales teams track their personal quota, their team quote, forecast gaps, and likely deals in their pipeline in a dashboard.

Trusted AI for
Financial Services

Financial Services AI offers the essential building blocks for wealth management, banking, and insurance organizations to deploy trusted AI solutions powered by your data, personalized for your customers.

With a Data Cloud foundation for Financial Services Cloud, customers can ground their prompts in the relevant business context. Adding AI right in the flow of work empowers businesses to get work done faster.

The AI opportunity for Financial Services

Today’s financial services organizations are looking to mitigate risk, improve efficiency and personalized experience. AI promises to solve these challenges.

91 %

of financial services business leaders believe that generative AI would benefit their organizations

4.4 x

of the money lost to fraud is used by financial institutions for investigating, resolving, and preventing future occurrences

26 %

increased productivity in financial services using increase Generative AI

Explore top use cases in financial services.

Transaction Dispute Management

Skip the manual dispute process with AI-powered tools that streamline transaction dispute management in financial services.

Insurance Claims Management

Enhance insurance claims management with AI-generated summaries and automated workflows for financial services.

Client Meeting Preparation

Ease the process of preparing for meetings by using AI to create brief summaries of recent communications and interactions into one overview.

Personalized Engagement

Use data and AI to create personalized interactions and summaries for clients in the banking, wealth management, and insurance industries.

Complaints Management

Simplify financial services complaints management with AI-powered tools and AI-generated summaries that expedite the process.

Learn new skills with free, guided learning on Trailhead.

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Learn how Salesforce for financial services empowers customers' financial success.