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Financial Services Cloud for Service Pricing

Everything you need to provide service that customers love, at scale.

First, choose the right Financial Services Cloud - Service edition for your business needs.

Enterprise

The financial services CRM for service with built-in AI.
$ 300
USD/User/Month
(Billed annually)
  • Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
  • Easy-to-Use CSR Console for Single Pane of Glass
  • Service Process Studio for Low-Code Customization

Unlimited

The financial services CRM for service with built-in AI, chat, and 24/7 support.
$ 475
USD/User/Month
(Billed annually)
  • Built on Service Cloud Unlimited Edition for more AI and Chat capabilities
  • Additional automation capacity
  • Premier Success Plan and Full Sandbox

Einstein 1 Edition

The financial services CRM for service with built-in AI, chat, and 24/7 support.
$ 700
USD/User/Month
(Billed annually)
  • Everything in Unlimited, plus Digital Engagement, Scheduler, and Team Collaboration with Slack
  • Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
  • Additional Einstein AI Requests

Compare editions and top features.

Enterprise

$ 300

user/month

Unlimited

$ 475

user/month

Einstein 1 Edition

$ 700

user/month

CSR Console

Service Process Studio

Service Process Library

Self-Service Portal

available for purchase available for purchase

Data Consumption Framework

Standards-Based Banking APIs

Transaction Dispute Management

Enterprise

$ 300

user/month

Unlimited

$ 475

user/month

Einstein 1 Edition

$ 700

user/month

CSR Console

Industry-Specific Data Models

Client Financial Profile

Banker, Advisor, and Insurance Producer Consoles

Household and Relationship Groups

Financial Accounts and Transactions

Timeline

Engagements

Audit Trail

Identity Verfication

Action Launcher

Service Process Studio

Service Process Library

Complaint Management

Transaction Dispute Management

Banking Self-Service Portal

available for purchase available for purchase

Insurance Policy Self-Service Portal

available for purchase available for purchase

Complaint Management Analytics

available for purchase available for purchase

Enterprise

$ 300

user/month

Unlimited

$ 475

user/month

Einstein 1 Edition

$ 700

user/month

Discovery Framework

Record Alerts

Action Plans

Document Matrix

Disclosure and Consent Management

Document Tracking and Approvals

KYC Data Model

OmniStudio

Stage Management

Integration Orchestration

FlexCards

Business Rules Engine

Document Generation

Data Processing Engine

Enterprise

$ 300

user/month

Unlimited

$ 475

user/month

Einstein 1 Edition

$ 700

user/month

Data Consumption Framework

Integration Definitions

Standards-Based Banking APIs

MuleSoft Direct for Financial Services Cloud

available for purchase available for purchase

Then, choose the Success Plans that’s right for your business.

With resources, guidance, and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a
future with AI.

Standard Success Plan

Set your company up for success with self-guided, always-on resources.
Included in all licenses
  • Access to Knowledge Articles, documentation, and Trailhead
  • Global Trailblazer Community

Premier Success Plan

Start strong and grow your business with expert guidance and expedited support.
30% of net license fees
  • Expert guidance and product education
  • Health checks and recommendations
  • Access to 24/7 support for business-stopping issues
  • Bundled with Unlimited Edition

Signature Success Plan

Get the most value from Salesforce with a proactive partnership and personalized experience.
Contact your account executive
  • Designated Customer Success Manager
  • Customer Success Score
  • Proactive Monitoring and Key Event Management
  • Fastest 24/7 support response times

Find your path to AI success with the right experts and apps.

Professional Services and Salesforce Certified Partners provide services to get you started with data and ensure long-term success with AI. Depending on your unique business needs, engaging with either or both can maximize your ROI.

Financial Services Cloud for Service Pricing FAQ

The Financial Services Cloud - Einstein 1 for Service Edition is available with Financial Services Cloud - Sales and Service. See this page for more details.

Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-664-9073 to discuss Financial Services Cloud for Service pricing and the kind of products you’re looking to add.

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 1-800-664-9073 to discuss options.

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.

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 customizations 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.

You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-664-9073 to explore Financial Services Cloud for Service pricing and to see what works for your business.