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Agentforce Financial Services (formerly Financial Services Cloud)
Financial Services Cloud for Service
Generic platforms treat service inquiries like IT tickets, ignoring that finances matter deeply to customers. Financial Services Cloud takes these concerns seriously. This purpose built platform uses industry specific workflows and AI agents to deliver proactive, hyperpersonalized service that builds lasting loyalty.
See how financial service companies become agentic enterprises with Salesforce.
Relationships over routine service tickets
Disconnected systems force customers to repeat themselves and leave teams swiveling between screens. Financial Services Cloud for Service unites fragmented systems on one purpose built platform. A dedicated data foundation surfaces customer context in the flow of work, while prebuilt processes for banking, wealth, and insurance automate common tasks. Establishing this foundation for the AI future ensures operations flow smoothly, building the customer loyalty that drives growth.
Context-driven financial services
- Unify the customer view. Incomplete context forces customers to repeat information and causes service teams to miss hidden friction points. Providing a 360-degree view of the customer on a single screen, with predictive insights and interaction history gives teams immediate customer context.
- Simplify your team's workspace. Role-based service consoles provide dedicated workspaces for the right service persona, equipped with tools to launch relevant actions and trigger relevant workflows without searching.
- Surface data without latency. Moving financial data between systems creates security risks and latency. A secure data consumption framework quickly surfaces external core system records, giving teams complete visibility to act on information directly without migrating or copying records.
Intelligent intake and engagement on any channel
- Enable effective self service. Clients struggle with complex financial jargon and cluttered portals when attempting to resolve issues independently. Intelligent portals and artificial intelligence surface knowledge directly, handle routine inquiries autonomously, and execute a seamless transition to human support when necessary.
- Capture precise intake data. Generic forms fail to capture the nuances of complex financial requests. Prebuilt service workflows adapt to specific scenarios dynamically. This ensures teams collect the exact information necessary to process the case and trigger required document collection without manual effort.
- Automate secure document processing. Managing manual paperwork and separate electronic signature applications introduces compliance risk. Intelligent document readers extract file data to autofill profiles, while integrated applications securely collect signatures and maintain strict audit trails within a single system.
Automate core financial services processes
- Automate service workflows with clicks. Hard coding workflows builds technical debt. Easily deploy process automation across your financial institution using Unified Catalog to easily configure processes with clicks not code across human and agentic workflows.
- Launch prebuilt financial services processes. Building workflows from scratch drains resources. A prebuilt library of financial processes covers common inquiries, allowing institutions to launch quickly, configure to meet specific needs, and store workflows in a single place across the organization.
- Unite core external and partner data. Switching systems delays resolution across all service processes. Prebuilt integrations with partners like Mastercard , Visa, and Guidewire unite external data on one platform, providing bidirectional data transfer to eliminate system swivel.
Promptly resolve cases without compromising compliance
- Route cases with precision. Passing customers between departments creates frustration. Intelligent case management and routing allocates work based on bandwidth and experience, ensuring inquiries reach equipped teams to prevent system bottlenecks.
- Elevate moments that matter. High anxiety moments require human connection. Purpose-built AI handles routine intake for common inquiries like claims and disputes, freeing human teams to deliver attentive service and enforce a compliant experience.
- Embed automated regulatory controls. Manual compliance checks introduce regulatory risk. Process Compliance Navigator translates regulations into enforced policies, embedding automated controls directly into human and AI workflows.
Transform service into a driver of growth
- Anticipate future customer needs. Waiting for customers to articulate needs misses opportunities. Predictive insights surface churn risk and life events in the console, equipping AI and human teams with context to become proactive.
- Drive revenue with referrals. Disconnected departments miss cross-sell opportunities. Next best action surfaces exact products during interactions, while referral management passes leads to financial services producers to drive revenue.
- Uncover critical operational bottlenecks. Unnoticed bottlenecks and recurring service issues compromise trust. Prebuilt dashboards give managers foresight into operations, uncovering root causes to reallocate resources and resolve issues early.
Scale anticipatory service with Agentforce
- Resolve inquiries with AI. Generic AI fails complex requests. Purpose-built agents for banking , wealth , and insurance are prebuilt with specific skills to resolve common customer inquiries autonomously before passing context seamlessly to human teams, when necessary.
- Guide teams through complexity. Generic AI does not provide constructive support to banking, wealth, and insurance teams. Purpose-built agents for financial services are prebuilt with specific skills to support CSRs, execute common service workflows and guide teams through complex scenarios.
- Unite cross channel engagement. Siloed automation creates gaps. Agentforce unites customers and service teams for cross channel engagement, preserving context and conversation history so every interaction picks up exactly where it left off.
- Enforce compliant communications. Manual data entry introduces significant regulatory risk. AI eliminates this friction by auto populating records from documents and transcripts. This creates a unified system of record that guarantees consistent, compliant communication across every client interaction.
Streamline the transaction dispute lifecycle
- Deflect case volume with AI. Confusing intake processes frustrate customers. Intelligent dispute resolution and Banking AI Service Agents handle routine disputes autonomously through digital and voice channels, deflecting volume and streamlining intake for human teams.
- Contextualize generic transaction data. Vague transaction data can result in “friendly fraud.” Out of the box integrations with Mastercard and Visa enrich transactions instantly, clarifying purchase details to prevent unnecessary disputes filling.
- Process network chargebacks directly. Swiveling between systems delays recovery. Connecting directly to Mastercard’s Mastercom and Visa’s VROL processes network chargebacks on a single platform, eliminating the swivel chair and reducing operational costs.
- Unify case management. Siloed tools stall complex investigations. Infused case management unites the front line, middle, and back office, streamlining the entire dispute lifecycle on one securely connected platform.
Financial Services Cloud for Service Pricing
Find the right version of Financial Services Cloud for Service for your business needs.
Financial Services Cloud for Service
The financial services CRM for service with built-in AI.
Starting at $325 USD/User/Month
- 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
Financial Services Cloud for Sales and Service
The full Customer 360 experience spanning sales and service.
Starting at $350 USD/User/Month
- Industry-Specific Data Models and workflows using Sales Cloud and Service Cloud Enterprise Edition as a foundation
- Financial Goals and Plans to Empower Your Customers’ Financial Success
- Service Process Studio for Low-Code Customization
Financial Services Cloud Agentforce 1 Service
The best of Salesforce Service for financial services, contact centers, and service operations.
$
750
USD/User/Month
(Billed annually)
- Everything in Unlimited Edition, plus Digital Engagement, Scheduler, and Team Collaboration with Slack
- Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
- Flex Credits for Agentforce
Above pricing is for Enterprise Edition. Financial Services Cloud is also available in Unlimited Edition and Agentforce 1. Financial Services Cloud - Sales and Service also includes everything in corresponding editions of Sales Cloud and Service Cloud, Enterprise, and Unlimited Editions. For a comprehensive list of features, please visit our Sales Cloud pricing page. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Financial Services Cloud is the #1 2026 Financial Services Product on G2
Financial Services Cloud has been voted the #1 Financial Services Product in 2026 from G2 with multiple Leader badges for usability, results, momentum, and customer relationships.
See why financial institutions worldwide choose Financial Services Cloud to power secure, compliant, AI-driven service and growth.
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 Credit Union
Check out the Spring ‘26 Release
Discover new Agentforce templates and product enhancements to drive efficiencies and personalize customer engagement in financial services.
Transaction disputes, explained.
See how AI can help resolve transaction disputes quickly.
AI autofill, explained.
How to use AI and Financial Services Cloud to autofill responses in real-time
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Financial Services Cloud for Service FAQ
Financial Services Cloud unites disconnected core systems to create a 360 degree view of every policyholder. The platform automates highly common workflows such as First Notice of Loss intake, claims management, and policy administration. Deploying artificial intelligence assistants to handle routine coverage inquiries empowers human representatives to deliver deeply attentive service during high anxiety moments, ensuring strict regulatory compliance across all interactions.
The platform transforms banking by uniting fragmented core systems and transaction data onto a single screen, eliminating the swivel chair for service teams. Out of the box artificial intelligence assistants handle routine banking processes such as fee reversals, address changes, card locks, and transaction disputes. This proactive approach deflects call volume and empowers teams to focus on deepening customer relationships and driving institutional growth.
Navigating complex portfolios and major life events requires precise execution and highly personalized engagement. The platform provides service teams and advisors with a complete view of client assets alongside automated workflows for tasks like beneficiary updates or onboarding. Predictive analytics and integrated signal intelligence surface exact insights to human teams, enabling proactive outreach that protects assets and builds unwavering client loyalty.
Yes, the platform includes purpose built tools to accelerate dispute management. Service representatives use embedded generative artificial intelligence to investigate transaction histories and automate the documentation process. By following guided workflows, teams ensure compliance while significantly reducing the time required to close a case. This leads to increased customer satisfaction and improved operational recovery.
The platform features a dedicated onboarding console designed to make the first client interaction frictionless. It uses pre configured templates to gather necessary disclosures and consent digitally. This reduces the paperwork burden on both the client and the employee. By automating the data collection phase, firms can move clients from application to active status rapidly.
Artificial intelligence acts as an intelligent assistant for service professionals by automating routine tasks and providing real time insights. It auto fills form fields from live conversation transcripts and summarizes complex financial reports instantly. These capabilities help representatives focus on high value interactions. Additionally, artificial intelligence assistants handle common queries independently to reduce overall call volumes.
An agentic enterprise leverages a unified data foundation where autonomous artificial intelligence assistants and human teams collaborate seamlessly. Instead of relying on disconnected tools, the institution uses intelligent workflows to handle routine inquiries autonomously while escalating highly complex cases to human representatives with complete context intact. This model allows financial institutions to scale operations effortlessly without adding headcount.
The system includes a self service portal that financial institutions can embed into existing mobile or web applications. This allows customers to manage routine tasks, such as checking balances or updating personal information, without speaking to a representative. These automated capabilities empower clients with constant access to their accounts while decreasing the workload on human service teams.
Agentforce Banking Service Assistance uses autonomous artificial intelligence assistants to interact with customers in real time. These assistants can reason through common service requests and execute actions without human intervention. By resolving standard inquiries instantly, they eliminate wait times for customers. This allows human representatives to dedicate their expertise to resolving intricate financial issues.
Customer Signal Intelligence transforms raw interaction data into actionable insights. Artificial intelligence powered analytics detect friction, sentiment changes, and churn risks, surfacing these signals directly into the service dashboard. This capability empowers representatives to proactively address concerns and protect valuable financial relationships before issues escalate.
Financial Services Cloud uses industry specific artificial intelligence and automation to streamline workflows. It provides service representatives with a unified view of customer data, including banking, wealth, and insurance profiles. This integration reduces manual data entry and allows representatives to accelerate resolution. By centralizing information, teams can deliver consistent and accurate support across all channels.
Unified Catalog enhances financial operations by providing a centralized library of pre built service processes. This capability allows institutions to configure and deploy workflows for banking, wealth, and insurance with simple clicks instead of custom code. Consolidating these processes ensures human teams and artificial intelligence assistants execute tasks with strict consistency, accelerating resolution and reducing technical debt.
Yes. Financial Services Cloud connects seamlessly with external networks to enrich data and streamline resolution without ever leaving the platform. Strategic integrations with partners like Visa and Mastercard instantly enrich transaction data, allowing teams to identify fraudulent activity and resolve disputes rapidly. The platform also integrates securely with document processors like DocuSign and external claims networks, keeping all operations centralized and fully compliant.
Actionable Relationship Center provides a visual map of complex financial relationships and household structures. Service representatives use this tool to see related accounts, family members, and business affiliations in one place. This holistic view helps representatives identify relevant opportunities for cross selling. It also ensures that every service interaction is grounded in a deep understanding of the total financial footprint.
Manual compliance checks and disconnected legacy systems create a dangerous execution gap between the rules the back office writes and the actions the frontline takes. Process Compliance Navigator bridges this gap by embedding active automated guardrails directly into the daily workflow. The platform uses artificial intelligence to translate complex external regulations into enforced real time internal controls. Whether a human representative or an artificial intelligence assistant executes a process, the system stops mistakes early and generates a complete audit trail to help mitigate risk and ensure consistent communication.