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Imagine if brokers, producers, advisors, bankers, and service teams worked alongside a digital labor force to proactively connect with customers and truly solve their problems. That's the power of becoming an agentic enterprise, and it's how you'll unlock unprecedented growth and lasting customer loyalty.
See how financial service companies achieve success with Salesforce.
Proof that growth is limitless as an agentic enterprise.
3.2B
financial accounts powered by Financial Services Cloud*
Salesforce powers financial accounts across the globe.
97
%
achieve positive ROI*
Financial institutions experience transformative gains with Salesforce.
30
%
increase in productivity due to generative or agentic AI*
Financial services organizations report significant business impact with AI.
*2025 Salesforce Success Metrics Industry Highlights. Data is aggregated from 230 customers across 9 countries.
See what's new in the financial services industry.
Banking Service Assistance
Reduce customer wait times & connect fast. Agentforce Banking Service Assistance can now handle routine inquiries instantly, reducing call volumes and freeing up human agents for more complex interactions.
Insurance Service Assistance
Automate routine tasks & reduce wait times. Agentforce Insurance Service Assistance reduces hold times and improves first-call resolution with purpose-built AI for Insurance. By augmenting insurance CSRs with secure, AI-powered policyholder & quote summaries, enhance customer interactions and boost productivity.
Banking Relationship Assistance
Too much time on administrative work, not enough on growth? With the Agentforce Relationship Assistance for Banking, the process is streamlined, automatically creating agendas, summarizing meetings, and ensuring follow-up for efficient client engagement.
Financial Advisor Assistance
Make meeting preparation effortless. Agentforce Financial Advisor Assistance automates meeting preparation so financial advisors show up with a 360 view of their clients ready to build stronger relationships.
Collections Assistance
Increase collections while enhancing customer relationships. Agentforce Collections Assistance streamlines recovery processes with digital workers efficiently guiding human agents through routine processes allowing them to spend more time on complex interactions.
Loan Product Assistance
Deliver instant loan guidance and stop application drop-off. With Agentforce for Financial Services, digital agents guide borrowers through loan product discovery by answering questions about loans, sharing interest rate and fee details, and comparing offerings, so lenders can deliver personalized experiences that boost loan volume.
Collections and Financial Recovery
Optimize collections processes and increase the rate of financial recovery in lending with borrower insights, automation, and AI.
Financial Services Cloud for Insurance Brokerages
Deliver modern experiences for producers and account managers on flexible, client-centric insurance brokerage management software designed for you to build upon.
Agentforce for Financial Services
Equip your financial institution with Agentforce - AI agents that possess deep industry expertise to automate tasks, optimize processes, and deliver superior customer experiences in banking, insurance, and wealth and asset management.
Don't miss Financial Services Cloud at Dreamforce!
Hear from global financial services brands and experts who share how they grow revenue with data and trusted AI to create lifetime customer loyalty and success using Agentforce for Financial Services Cloud.
Custom solutions designed for financial services on the the world's most innovative AI CRM.
Explore a complete portfolio of best-in-class apps and financial services software, purpose-built for the industry.
Scale Service
Automate service engagements across digital and in-person experiences.
Streamline Onboarding
Deliver a frictionless experience and make a great first impression.
Personalize Engagement
Empower financial success with actionable financial goals powered by data and AI.
Our purpose-built products take financial services firms further.
Product
Financial Services Cloud
Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Unlock data and insights to build customer trust and increase employee productivity with Financial Services Cloud – a single, connected financial services AI CRM.
Financial Services Cloud for Insurance Brokerages
Connect producers and account managers on a flexible, client-centric platform designed for you to build upon.
Connect producers and account managers on a flexible, client-centric platform designed for you to build upon.
Digital Lending
From point of sale to origination - simplify lending on a flexible, customer centered platform.
From point of sale to origination - simplify lending on a flexible, customer centered platform.
Collections and Financial Recovery
Simplify your collections process and increase successful financial recovery.
Simplify your collections process and increase successful financial recovery.
Achieve customer satisfaction goals and drive lifetime loyalty.
Banking
Retail Banking
Deliver connected and personalized experiences to customers with automation.
Commercial Banking
Customize experiences and simplify onboarding to strengthen relationships, generate referrals, and scale fast.
Mortgage and Lending
Create operational efficiency and simplify the experience for borrowers by bringing the entire lending lifecycle online.
Corporate Investment Banking
Deepen relationships and create operational efficiency with differentiated insights and compliant deal management.
Credit Unions and Community Banks
Enable credit unions and community banks to grow revenue while delivering exceptional service to their members and customers across all channels
Insurance
Property and Casualty
Put policyholders first and deploy faster with interactions designed to help you stay ahead in increasingly digitized markets.
Agencies and Brokerages
Deliver success now by empowering your agency or brokerage with digital-first technology, unified insights, and automated workflows.
Life and Annuity
Connect with customers and give them the support they need without complicated software or distractions.
Group Benefits
Manage the entire benefits lifecycle by connecting your teams, reducing unnecessary steps, and scaling fast.
Wealth and Asset Management
Wealth Management
Modernize client engagement, increase client satisfaction, and fuel advisor productivity by delivering automated, data-driven experiences on an integrated platform.
Asset Management
Deliver a unified experience, scale sales team productivity, reduce costs, and automate service experiences for clients.
The Connected Financial Services Report, Second Edition
We surveyed 9,500 financial services consumers worldwide to discover how they evaluate their institutions’ digital experiences and understand the standard of engagement in the agentic AI era.
Maximize ROI with the #1 Success Ecosystem.
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.
Get the most out of financial services software and data with thousands of partner apps and experts.
Our powerhouse partners extend the impact of Salesforce for financial services software.
Being able to see all the communication – chat transcripts, emails, phone calls – on the member's profile page has totally transformed agent and member experiences.
Olivia BolesDirector, Operations Projects, PenFed
Learn new skills with free, guided learning on Trailhead.
Keep up with the latest financial services trends, insights, and conversations.
Ready to take the next step with the world’s #1 AI CRM for Financial Services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
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Learn how Salesforce for financial services empowers customers' financial success.
Salesforce for Financial Services FAQ
With Salesforce for financial services, financial firms can achieve lifetime value with their customers. Financial services software makes it easier to grow and maintain trusted relationships, drive personalization at scale, and reduce their cost to serve.
Salesforce offers a complete portfolio of best-in-class business apps that are purpose-built for financial services institutions. Our solutions address sales, service, marketing, and data needs for customer satisfaction goals, client onboarding, personalized financial engagement, underwriting, and claims processing, to name a few.
Financial institutions across the globe utilize varying financial services software in the Customer 360 suite of applications, including Financial Services Cloud, Data Cloud, MuleSoft, Sales Cloud, Service Cloud, Marketing Cloud, Tableau, and Slack.
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 personalize customer engagements, scale service interactions, or streamline your onboarding experience. Salesforce Financial Services Cloud has a variety of editions you can customize to your business needs. See details here.
Automation and AI are improving experiences for financial services firms across data, sales, marketing, and service use cases. AI in banking, insurance and wealth provides time-saving opportunities that improve the customer experience, discover opportunities faster, scale personalization and more.
