Financial Services Pricing
Free your teams to focus on what matters most, with purpose-built products for financial services.
Choose the right Financial Services Cloud products for your business needs.
Financial Services Cloud for Sales
The financial services CRM for sales with automation and AI.
Starting at
$
325
USD/User/Month
(Billed annually)
- Industry-Specific Data Models using Sales Cloud Enterprise Edition as a foundation
- Actionable Segmentation for Efficient Outreach
- Financial Goals and Plans to Empower Your Customers' Financial Success
Financial Services Cloud for Service
The financial services CRM for service with built-in AI.
Starting at
$
325
USD/User/Month
(Billed annually)
- 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 Customisation
Financial Services Cloud for Sales and Services
The full Customer 360 experience spanning sales and service.
Starting at
$
350
USD/User/Month
(Billed annually)
- 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 Customisation
Become an Agentic Enterprise with our Financial Services Cloud Agentforce product editions.
Financial Services Cloud Sales Max
The most comprehensive Financial Services CRM for Sales - one edition that does it all.
$
700
USD/User/Month
(Billed annually)
- Everything in Advanced, plus the full Agentforce for Industries suite
- Performance Management, Scheduler, Enablement, and Slack team collaboration
- Connect Salesforce and external data via Data Cloud and FSC Intelligence
- Includes Digital Insurance & Digital Origination Add-ons
Choose the right insurance products for your business needs.
Digital Insurance
Enable end-to-end insurance operations on a unified customer-centric platform.
$180,000
- Now included in all Financial Services Cloud Max editions
- Manage the entire policy lifecycle on a unified, digital-first insurance platform
- Manage claims life cycles across intake, adjudication, reserves, and payment
- Automate your entire group benefits value chain on a single platform for faster speed to market
Financial Services Cloud for Insurance Brokerages
The best of Salesforce for insurance brokers.
Included with all FSC Advanced and Max SKUs
- Insurance Brokerage-Specific Data Models and Workflows using Sales Cloud and Service Cloud Core Edition as a Foundation
- Single Pane of Glass for Producers and Account Managers
- Commission Processing, Agency Billing, and Policy Servicing
Financial Services Cloud for Insurance Brokerage is available with Financial Services CloudEnterprise and Unlimited editions at no extra base SKU charge for the additional functionality. Financial Services Cloud for Insurance Brokerages also includes everything in corresponding editions of Financial Services Cloud, Sales Cloud, and Service Cloud Enterprise and Unlimited Editions.
Choose the right Digital Origination and Collections products to meet your end-to-end banking business needs.
Digital Origination
Simplify any financial product origination on a flexible, AI-powered platform.
$175,000 USD/org/year
- Unify and accelerate financial product origination journeys, end-to-end
- Automated document validation for faster, error-free processing
- AI-powered automation to speed approvals and reduce drop-off
Collections & Financial Recovery
Simplify your collections process & boost financial recovery.
Included with all FSC Advanced and Max SKUs
- AI-powered delinquency prediction to prioritise collections outreach
- Agentforce collections agent automates Promise-to-Pay workflows
- Built-in Salesforce PayNow for seamless payment collection
Digital Origination: Additional loans are available as add-ons. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Collections and Financial Recovery: 200 Collections Credits included. Additional Collections Credits available for purchase. Contact a sales representative for detailed pricing information.
Choose Process Compliance Navigation to meet your governance, compliance and regulatory needs.
Process Compliance Navigator Admin
Make compliance your strategic advantage.
Starting at
$
125
USD/User/Month
(Billed annually)
- AI-powered Clause Extraction
- Compliance Controls Management
- Compliance Effectiveness Reports
Process Compliance Navigator Base User
Extend compliance enforcement and monitoring to your frontline.
Starting at
$
20
USD/User/Month
(Billed annually)
- Risk Surveys
- Policy Acknowledgement & Portal
- Natural Language Policy Controls
Process Compliance Navigator includes 10 licences of Admin users and 200 licences of Base users access.
Customise and compare financial services products.
Expert support at every stage
With resources, guidance and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a future with AI.
Standard Success Plan
Set your company up for success with self-guided, always-on resources.
Included in all licences
- Access to Knowledge Articles, documentation and Trailhead
- Global Trailblazer Community
Premier Success Plan
Start strong and grow your business with expert guidance and expedited support.
30% of net licence fees
- Expert guidance and product education
- Health checks and recommendations
- Access to 24/7 support for business-stopping issues
- Bundled with Unlimited Edition
Signature Success Plan
Get the most value from Salesforce with a proactive partnership and personalized experience.
Contact your account executive
- Designated Customer Success Manager
- Customer Success Score
- Proactive Monitoring and Key Event Management
- Fastest 24/7 support response times
Ready to take the next step with the world’s #1 Agentic 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.
Financial Services Cloud Pricing FAQs
In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licences of MuleSoft, work with our integration partners, or use agents and apps on AgentExchange
We know things don’t always go according to plan and we’re here and will try our best to support. Keep in touch to a sales representative at +65 6302 5700 to discuss options.
Salesforce has all kinds of add-ons, agents, apps, and additional products to help your company stay ahead in your industry. Call us at +65 6302 5700 to discuss exactly what kind of products you’re looking to add and how we can help.
We offer several advisory, adoption and support plans to our customers. To learn more, visit Success Cloud.
Financial Services Cloud comes out of the box with all the features in Sales Cloud and Service Cloud, plus an industry-specific data model, objects and capabilities. Built on the Salesforce Platform, Financial Services Cloud delivers speed to value and continuous, relevant innovation so financial services firms can save time and money on customisations as well as accelerate business growth.
Whether you are a part of a wealth management firm, insurance company or bank, Financial Services Cloud is one product that unifies customer experiences across consumer and commercial lines of business.
You can add products or upgrade at any time, but some products may need to scale together. Keep in touch to our sales department at +65 6302 5700 to explore Financial Services Cloud pricing and to see what works for your business.
