Salesforce Financial Services Cloud
What is Salesforce Financial Services Cloud?
Salesforce Financial Services Cloud is an industry-specific CRM built on the Salesforce Sales Cloud and Service Cloud platform for banks, wealth management firms, insurers, and lending institutions. It gives advisors and bankers a 360-degree view of client relationships through Financial Accounts, Goals, and Action Plans, plus a visual Relationship Map that shows household and business connections.
The platform automates onboarding, loan processing, and policy servicing with Action Plan templates, tracks document status for compliance, and surfaces Einstein AI recommendations for next best actions. Pricing starts at $325 per user per month for the Sales or Service edition, billed annually, with a 30 day free trial available.
Key Features of Salesforce Financial Services Cloud
Here are the powerful features that make Salesforce Financial Services Cloud stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- 360-degree client view with Financial Accounts, Goals, and Action Plans
- Relationship Map visualizing household and business connections
- Action Plan templates for onboarding, loan processing, and policy servicing
- Document Tracking and Compliance Alerts
- Einstein Next Best Action AI recommendations
- Real-time digital quoting and policy management for insurance
- Loan and deposit account origination tools
- Process Compliance Navigator for regulatory governance
- Built on Sales Cloud/Service Cloud Enterprise and Unlimited Edition foundation
Salesforce Financial Services Cloud Pricing
Here are the pricing plans for Salesforce Financial Services Cloud. Choose the plan that best fits your requirements and budget.
Financial Services Cloud for Sales
$325/user/month
Billed annually
Sales Cloud Enterprise Edition foundation with industry-specific data models, actionable segmentation, and Financial Goals and Plans
Financial Services Cloud for Service
$325/user/month
Billed annually
Service Cloud Enterprise Edition foundation with industry-specific workflows, CSR console, and Service Process Studio
Financial Services Cloud for Sales and Service
$350/user/month
Billed annually
Full Customer 360 combining Sales and Service Cloud Enterprise Edition foundations
Financial Services Cloud Agentforce 1 Sales
$750/user/month
Billed annually
Everything in Unlimited plus Performance Management, Scheduler, Enablement, Slack collaboration, Data Cloud, and Agentforce flex credits
Financial Services Cloud Agentforce 1 Service
$750/user/month
Billed annually
Everything in Unlimited plus Digital Engagement, Scheduler, Slack collaboration, Data Cloud, and Agentforce flex credits
Salesforce Financial Services Cloud Specifications
Get a closer look at the technical specifications and system requirements for Salesforce Financial Services Cloud. Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- ios
- android
- smes
- enterprises
- phone
- live support
- training
- tickets
Salesforce Financial Services Cloud Videos
Salesforce Financial Services Cloud Screenshots
Alternatives of Salesforce Financial Services Cloud
AlternativesExplore alternative software options that can fulfill similar requirements as Salesforce Financial Services Cloud. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
CRM and investor portal built for institutional asset managers, hedge funds and wealth firms
Salesforce-based wealth management platform for digital onboarding and advisor workflows
Cloud based CRM and agency management platform for advisors, agents, and broker dealers
Customer engagement platform for mortgage lenders, banks, credit unions, and insurers
Salesforce Financial Services Cloud Comparisons
Compare Salesforce Financial Services Cloud with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall Salesforce Financial Services Cloud Reviews
Here's our unbiased review of Salesforce Financial Services Cloud. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.