Salesforce Financial Services Cloud
VerifiedIndustry-specific CRM built on Salesforce for banks, wealth managers, and insurers
See all screenshots - Deployment Cloud Based
- Starting price $325/user/month
- Free trial Available
- Best for SMEs, Enterprises
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
Salesforce Financial Services Cloud lists 9 documented features, including 360-degree client view with Financial Accounts, Goals, and Action Plans, Relationship Map visualizing household and business connections and Action Plan templates for onboarding, loan processing, and policy servicing. The list below covers what the product does rather than how it is marketed.
- 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
Salesforce Financial Services Cloud lists 5 plans, from $325 to $750.
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
Salesforce Financial Services Cloud is available on web app and has iOS and Android apps. It offers an API and has a free trial.
- Deployment
- Cloud Based
- Billing cycle
- Yearly
- Desktop
- Web App
- Mobile
- iOS
- Android
- Languages
- English
- Built for
- SMEs
- Enterprises
- Support
- Phone
- Live Support
- Training
- Tickets
- Integrations
- MuleSoft, AgentExchange apps and agents, Slack, Data Cloud, and external banking/insurance data sources
- Public API
- Yes
- Free trial
- Yes
- Free plan
- No
- Runs in browser
- Yes
- Customisable
- Yes
- Website
- salesforce.com
Salesforce Financial Services Cloud Videos
Salesforce Financial Services Cloud Screenshots
Salesforce Financial Services Cloud Comparisons
Side by side comparisons of Salesforce Financial Services Cloud against 3 other Financial CRM Software options listed here.
Salesforce Financial Services Cloud Reviews
No reviews yet
Used Salesforce Financial Services Cloud? Share your experience and help other buyers decide.
Salesforce Financial Services Cloud FAQs
Alternatives to Salesforce Financial Services Cloud
Other Financial CRM Software recorded on the same fields.
