Financial Services Cloud for Sales Pricing

Empower financial success with actionable financial goals.

Capture customer interests in a structured way to personalize customer engagement.

Cultivate strong relationships at scale by creating targeted lists of contacts for priority engagement.

Use out-of-the-box objects and components to capture interaction details and share meeting notes in a compliant and efficient manner.

Sync calendar events into Financial Services Cloud Interaction Summaries.

Quickly generate formatted tear sheets right from Salesforce.

Collaborate across lines of business with referral routing, scoring, and insights.

Use simplified setup and prebuilt email templates.

Manage deal lifecycles with a data model for tracking deals. Ensure compliant collaboration across deal teams with role-based data sharing.

Define rules for what client and deal-related data can be shared with which team members based on their role in a client engagement or deal.

Branch data model and ability to automatically track banker and branch performance.

Access purpose-built analytics and AI for Financial Services Cloud.

Accelerate onboarding implementation with a preconfigured template.

Collect and store KYC information in this out-of-the-box data model.

Manage the entire sales cycle from tracking sales leads and opportunities to managing account and individual contact details in one place.

Maintain a healthy pipeline in a robust consolidated view. Track key metrics, identify changes, and de-risk deals with actionable insights.

Manage your forecast in a single view. Improve forecast accuracy with customizable KPIs, real-time signals, and more.

Get built-in predictive and generative AI, from lead and opportunity scoring to insights from calls, activities, deal health, and more.

Create consumer-grade UI components.

Configure sophisticated rating procedures with factor tables, functions, and arithmetic.

Generate and share documents with template designer and merge fields.

Get orchestrated aggregation and calculation service that enables rollup of large data volumes.

Automate workflows and back-end processes.

Coordinate parallel multiuser, multistep workflows.

Build apps visually using a library of prebuilt and custom components in this drag-and-drop environment.

Download preintegrated apps from AppExchange to extend your use of the Salesforce Platform.

Manage read/write permissions for different user profiles, and control which fields different users see on every record.

The fastest way to build, extend, and manage apps — with clicks or code.