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Agentforce Financial Services (formerly Financial Services Cloud)
Financial Services Cloud
Become an agentic financial services enterprise with the world’s #1 AI-powered CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer so you can personalise customer engagement using purpose-built automation with industry-specific AI.
Leading banks, wealth managers, and insurers deliver value faster with the #1 AI CRM for Financial Services.
What can you do with Financial Services Cloud?
Financial Services Cloud empowers you to find new ways to grow predict what customers want before they even ask for it, deliver personalised service, and deepen trusted client relationships across your banking, investment, or insurance services.
Now, instead of jumping from one system to another, our advisors and sales teams are using Salesforce Financial Services Cloud for one unified view of their clients, and are able to quickly pull insights and recommendations, servicing them quicker than ever before.
Ken ThompsonHead of Shared Services, TD Wealth
Scale your enterprise with AI agents purpose-built for financial services.
- Power customer-centric AI with real-time data. Ground your AI in trusted client data from any system, without moving or copying it, to surface the personalised insights needed to deliver proactive service and position your team as true trusted advisors.
- Deploy AI purpose-built for financial services. Accelerate time to value by deploying out-of-the-box AI agents pretrained on banking, wealth, and insurance workflows, bypassing heavy configuration to realise a faster return on AI investment.
- Elevate front-line expertise and precision. Embed trusted AI agents directly into the flow of work for bankers and advisors to deliver accurate, policy-driven guidance that resolves complex client needs with speed and confidence, while ensuring sensitive data is never exposed to public models.
- Orchestrate a secure, unified AI workforce. Scale capacity without adding headcount by empowering AI agents to coordinate across humans and other agents within your financial services ecosystem, executing complex processes while surfacing every result and next step into one unified experience.
Unlock limitless growth with AI-powered selling.
- Multiply seller productivity. Empower sellers, advisors, and relationship managers with AI agents that reduce manual work across the client lifecycle. Agents analyse account, policy, and portfolio data to automate work like meeting prep, identify money in motion, and orchestrate next steps and engagement tasks, so teams stay focussed on growth.
- Turn insight into opportunity. Surface what matters across each client relationship, including life events, held-away assets, and changes in financial activity, so sellers know where to engage and why. Help teams prioritise the right opportunities with clear context.
- Connect the entire sales cycle. Orchestrate every step from prospecting through onboarding on a single platform built for financial services. Route intelligent referrals across lines of business, manage complex financial deals, and streamline account opening so opportunities move faster.
- Unify data for personalised selling. Break down silos across core banking systems, custodians, policy data, and third-party sources to create a unified client view that helps you scale personalised, goals-based engagement across every relationship.
Deliver anticipatory service and hyperpersonalised interactions.
- Unify customer and employee experiences. Break down silos for total customer context on one platform, regardless of channel, to ensure consistent service experience with real-time data and context to serve policyholders and customers promptly and accurately.
- Automate service processes. Skip expensive custom coding. Get technical rollouts up and running faster with prebuilt service processes designed for financial services. From banking disputes to insurance claims, our platform empowers teams to deploy automated financial services processes faster without heavy IT development.
- Go from reactive to proactive service. Go above and beyond simply resolving enquiries. Equip service representatives with predictive insights to anticipate customer needs. By knowing the human behind the account, you deliver proactive advice before the customer even asks.
- Scale without adding headcount. Deploy trusted AI to handle high enquiry volume and reduce manual work. Purpose-built AI agents understand financial services nuances to resolve routine enquiries quickly with precision, while assistive AI summarises histories and drafts responses to scale exceptional service.
Turn unified data into actionable context.
- Securely connect every data source. Integrate core financial and insurance systems using prebuilt APIs for Money Guide Pro, Ortec, Experian, Mastercard, Onfido, and more. Connect data with compliant, pre-mapped models for insurance and financial data.
- Activate unified data for intelligent decisions. Provide comprehensive context to support actionable financial goals and deliver personalisation that creates lifelong customers. Visualise performance and operational trends in purpose-built dashboards that track ROI and organisational health in real time.
- Accelerate seller productivity. Turn passive data signals into proactive sales engagement with prebuilt financial insights that trigger actionable alerts. Automate meeting prep and follow-up with prebuilt AI so sellers can focus on strengthening client relationships and growing their business.
- Orchestrate anticipatory service journeys. Automate complex financial services workflows across disparate systems in an intelligent workspace. Empower human and digital teams with context to hyperpersonalise experiences using prebuilt AI models for banking, collections, lending and insurance service.
Architecting uncompromising trust and compliance.
- Maintain data sovereignty. Protect your Financial Services Agentic Enterprise by maintaining full control over where your data lives. Ensure sensitive client information complies with local laws and regulations, meets strict residency requirements, and is never exposed to public models.
- Guard against noncompliant outcomes. Deploy AI with confidence by using intelligent scripts to direct agent reasoning, while simultaneously leveraging automated guardrails to flag risks and block prohibited responses to help uphold institutional safety and regulatory standards.
- Enforce policy in the flow of work. Keep humans and agents aligned with embedded controls that act as digital policy guardrails within your workflows, blocking prohibited actions before they occur to help keep every process consistent with the latest financial services regulations.
- Validate and track every action for regulatory rigour. Scale with confidence by testing agent behaviour against regulatory standards in dedicated environments before deployment, capturing every action in an unchangeable audit trail that transforms manual reporting into instant, examiner-ready proof.
Financial Services Cloud Pricing
Find the right version of Financial Services Cloud 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
- 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
- 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 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 Customisation
Financial Services Cloud Agentforce 1 Sales
The best of Salesforce Sales for bankers, advisors and brokers.
$
750
USD/User/Month
(Billed annually)
- Everything in Unlimited Edition, plus Performance Management, Scheduler, Enablement and Team Collaboration with Slack
- Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
- Flex Credits for Agentforce
Financial Services Cloud Agentforce 1 Service
The best of Salesforce Service for financial services, contact centres 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 and Service 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.
Wholesalers are in Salesforce all day. Our sales lifecycle runs on Financial Services Cloud. From managing a lead, to prepping for meetings, to closing an opportunity, it helps us strengthen our customer relationships.
Sandeep AjithVP, Data and Analytics and Chief Product Owner of the Agentforce 360 Platform, Prudential
Check out the Spring '26 Release
Discover new Agentforce and product enhancements to drive efficiencies and personalise customer engagement in financial services.
Get the most out of Financial Services software and data with thousands of partner apps and experts.
Our powerhouse partners extend the impact of Salesforce for financial services software.
How To Use AI To Resolve Transaction Disputes Faster
Service agents, bankers, and advisors can use Gen AI, embedded in their workflow, to streamline manual tasks and quickly resolve issues like transaction disputes and policy renewals.
How to Use AI and Financial Services Cloud To Autofill Responses in Real-Time
Discover how Salesforce Industries AI and Financial Services Cloud transform customer service by autofilling form fields in real-time using live conversation transcripts—directly within the flow of work.
Learn new skills with free, guided learning on Trailhead.
Hit the ground running with Financial Services Cloud tips, tricks, and best practices.
Ready to take the next step with the world's #1 AI 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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Watch a demo.
Learn how Salesforce for financial services empowers customers’ financial success.
Financial Services Cloud FAQ
An agentic financial services enterprise is a business where people and intelligent AI agents work together. These AI agents can reason, adapt, and act on their own to complete tasks. This collaborative model frees up human employees to focus on more high-value work that ensures customers’ financial success.
The difference lies in their primary function within a workflow. Predictive AI analyses historical data to forecast future outcomes, such as calculating credit risk or detecting fraud patterns. Generative AI goes a step further to create new content based on those data patterns, like drafting personalised client emails or summarising complex financial reports. Finally, Agentic AI takes action autonomously to execute entire workflows, such as not just identifying a transaction dispute, but investigating and resolving it.
Financial Services Cloud is more than a CRM. It's the best of Salesforce, designed specifically for banks, wealth managers, and insurance companies. Instead of having to start with a generic Customer 360 that needs a lot of customisation, Financial Services Cloud provides prebuilt applications with user experiences, automation, and integration designed based on industry best practices.
A financial services CRM helps you achieve business results faster and reduce development costs with prebuilt applications.
If you are currently using Sales or Service Cloud, you can activate Financial Services Cloud right in your existing org. Talk to your Salesforce Account Team or Consultant to learn more. If you're not using Sales or Service Cloud, you can get started with our free trial here.
Users can improve efficiency and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows. Additionally, use financial services software to connect financial, transaction, and CRM data using a range of prebuilt-to-custom accelerators that scale for high volume.
Choose the financial services product that's right for you by evaluating the individual needs of your business. Consider if you need to personalise customer engagements, scale service interactions, or streamline your onboarding experience. Salesforce Financial Services Cloud has a variety of editions you can customise to your business needs. See details here.
