Financial Services Cloud Einstein 1 Edition is our simplified package for accelerating customer growth and loyalty with AI, data, and CRM. This edition provides access to the best of Salesforce technology for growing revenue and scaling service in Banking, Wealth, and Insurance.
Unlock data, boost productivity, and personalize engagement with the #1 AI CRM for financial services.
Leverage industry-specific data models, experiences, automation, integrations, and more built for banking, wealth management, and insurance.
Reduce expensive, manual tasks and maintain regulatory compliance with no-code, point-and-click tools
Drive growth with trusted relationships and boost front-office productivity. Proactively engage customers based on their needs with intelligent insights, and create a great first impression with integrated onboarding.
Deliver personalized service that boosts productivity and inspires customer loyalty at scale. Purpose-built service automation can be configured once and deployed across self-service channels, the contact center, and even the branch office.
Sell faster with Sales Programs, built into your CRM. Guide bankers and advisors to success with AI-powered coaching and relevant resources — surfaced as reps need them in the flow of work. Improve seller productivity and deliver value quickly with best-practice templates.
Sell efficiently with CRM-based sales mapping software. Make smarter prospecting decisions with customer record visualization. Streamline account planning while in the field, optimize field routes, and save time by automating record-keeping tasks.
Improve operational efficiency, unlock greater agent productivity, and deliver better outcomes by breaking down channel and departmental silos to put your customer at the center of every conversation.
Improve customer experiences by capturing contextual feedback to deliver superior service. Automate and analyze feedback at every stage of a customer journey.
Unify your customers’ financial and transactional data, CRM data, and behavioral data using Data Cloud to bring your first-party and external data together into a single lakehouse with a data model for Financial Services Cloud.
Connect your core banking transaction data, as well as other external systems, with Financial Services Cloud. Use a financial services data model with prebuilt mappings and streams in the Financial Services Cloud Data Kit.
Understand household income, expenditures, and net worth based on calculated transaction insights and trends from Data Cloud that surface in Financial Services Cloud on FlexCards. Develop a deeper understanding of your customers and drive actions anywhere in Financial Services Cloud.
Empower every employee to achieve more with Agentforce for Financial Services. Financial Services Agents autonomously handle manual tasks efficiently, allowing your sales and service teams to focus on what truly matters—delivering exceptional service your customers love.
A library of OOTB turnkey AI solutions, tailored to support your business processes and embedded directly in your CSRs, bankers, and advisors flow of work.
Leverage a library of prompt templates, purpose-built for financial services to ground data and generate trusted, accurate responses from the LLM of your choice.
Select the right combination of licenses based on your business needs.
The best of Salesforce Sales for bankers, advisors, and brokers.
The best of Salesforce Service for financial services, contact centers, and service operations.
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.
Service agents, bankers, and advisors can use Gen AI, embedded in their workflow, to streamline manual tasks and quickly resolve issues like transaction disputes and policy renewals.
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.
Tell us a bit more so the right person can reach out faster.
Learn how Salesforce for financial services empowers customers' financial success.
Financial Services Cloud Einstein 1 Edition is our simplified package for taking full advantage of Salesforce through AI, data, and CRM. This version is built specifically for financial services, meaning banks, wealth managers, and insurers are expertly positioned to leverage this product to grow revenue and scale service.
Financial Services Cloud Einstein 1 Edition helps consolidate the tech stack by bundling a powerful set of capabilities into one product, at a value price. With one streamlined experience, customers are able to leverage AI and Data to personalize customer engagement at scale, grow revenue, and bolster the productivity of customer service.
You should understand how data, AI, and CRM are coming together, seamlessly, in the flow of work using real-time data. You should seek to understand if the models are built for compliance in financial services and how much configuration is needed to fit your needs.
The setup is simple. Work with your Salesforce admin to provision the licenses, choosing how many are sales-based licenses and how many are service-based licenses. Salesforce has dedicated resources for supporting customers starting on Financial Services Cloud Einstein 1 Editions.
