Process Compliance Navigator
Ace any audit, anytime, with confidence and compliance.
Ace any audit, anytime, with confidence and compliance.
Process Compliance Navigator is available in two editions: one for admins managing controls, and another for extending monitoring and enforcement to the frontline.
Make compliance your strategic advantage.
Extend compliance enforcement and monitoring to your frontline.
This page is provided for informational purposes only and subject to change. Contact a sales representative for detailed pricing information.
The best of Salesforce Sales for bankers, advisors and brokers.
The best of Salesforce Service for financial services, contact centres and service operations.
From point of sale to origination - simplify Lending on a flexible, customer centred platform
The financial services CRM for sales with even more advanced capabilities and support.
The financial services CRM for service with built-in AI, chat and 24/7 support.
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.
Leverage Professional Services and Salesforce Certified Partners for the expertise, agents, and apps needed to unlock your data and secure long-term AI success. Depending on your unique needs, engaging one or both can maximise your ROI.
Realise value quickly and become self-sufficient with Salesforce.
Connect with agents, apps, and experts to build and grow your business with AI and Salesforce.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Tell us a bit more so the right person can keep in touch faster.
Learn how Salesforce for financial services empowers customers' financial success.
Financial Services Cloud is world's #1 AI CRM for financial services that unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer. The Process Compliance Navigator is an integrated compliance platform built on Salesforce, designed to help financial services institutions (FSIs) mitigate regulatory risk and reduce operational costs without adding headcount. Process Compliance Navigator enables FSIs to understand and manage regulations, maintain version control, define policies and procedures linked to specific regulations, and create reusable controls to ensure adherence across multiple regulations and workflows.
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 1800 667 638 to explore Process Compliance Navigator pricing and to see what works for your business.
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 1800 667 638 to discuss options.
We offer two distinct Compliance licences to meet your exact business needs. The Compliance Admin licence is $125 per user per month. The Base User licence is $20 per user per month..
The Compliance Admin licence is built specifically for your core compliance teams, giving them full access to manage regulations, policies, controls, and overall risk. The Base User licence equips your frontline employees, such as bankers and advisers, with the targeted workflow tools they need to operate compliantly day to day.
No. To keep our pricing simple and transparent, we have eliminated the $60,000 organisational plan. You now only pay for the exact number of users you need on a predictable per user per month basis.
No. It is not bundled into Agentforce for Financial Services. We keep these packages separate because they are designed for completely different types of daily users, ensuring you only pay for the exact capabilities your specific teams need.
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 apps on AppExchange.
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
The Financial Services Cloud licence in Process Compliance Navigator is available as Enterprise Edition or Unlimited Edition to match any existing Financial Services Cloud licences your organisation has. Additional credits 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.