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Unify the financial services experience and unlock loyalty with the world's #1 CRM, reimagined for financial services.


Connect everything around the customer

  • Get a bird's-eye view of who your customers are, what financial products they have, and what they need to achieve their life goals
  • Connect your entire institution across channels, geographies, and lines of business on Financial Services Cloud

Unlock unprecedented customer loyalty

  • View goals, accounts, life events, policies, and investments to proactively reach out to customers when opportunities arise
  • Connect your entire institution across channels, geographies, and lines of business on one financial management software 

Achieve value faster than ever before

  • Leverage purpose-built industry functionality with best-practice analytics and prebuilt processes specific to financial services
  • Stay ahead of market disruptors with perpetual and relevant innovation from Financial Services Cloud

Users who switched over to Salesforce Financial Services Cloud saw the following improvements:



Faster collaboration*



Faster decision-making*



Return on investment**


* 2017 Financial Services Customer Success Metrics

** Nucleus Research: Salesforce Trilogy Financial ROI Case Study

Salesforce customers are growing their businesses like never before. Join them.


Customer Success Story

Now that everything is integrated, we have a single view of the customer, and everything is one place. From when the customer goes through the quote process to when the customer buys a policy and then makes a claim -- we have a full view of all interactions. We have all the call logs attached to the customer record, and we've also integrated Facebook messenger with Salesforce, so all the customer’s Facebook messages are in the same record.”