Financial Services Cloud for Service Pricing
Everything you need to provide service that customers love, at scale.
First, choose the right Financial Services Cloud - Service edition for your business needs.
Financial Services Cloud Service Enterprise
The financial services CRM for service with built-in AI.
$
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 Customization
Financial Services Cloud Service Unlimited
The financial services CRM for service with built-in AI, chat, and 24/7 support.
$
500
USD/User/Month
(Billed annually)
- Built on Service Cloud Unlimited Edition for more AI and Chat capabilities
- Additional automation capacity
- Premier Success Plan and Full Sandbox
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, 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
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Financial Services Cloud - Service also includes everything in corresponding editions of Service Cloud, Enterprise, and Unlimited Editions. For a comprehensive list of features, please visit our Service Cloud pricing page.
Extend the power of Financial Services Cloud with these related apps and add-ons.
Agentforce
Fuel efficiency and drive superior service 24/7 with an autonomous AI application that provides specialised, always-on support to employees or clients.
Data Cloud
Activate all your customer data across Salesforce applications.
Marketing Cloud
Personalise customer experiences and optimise each campaign with data-first enterprise solutions for any channel and device.
Financial Services Cloud Intelligence
Drive predictable revenue with analytics and AI for organisations.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data — all with a single platform for APIs and integrations.
AppExchange
The world’s leading enterprise cloud marketplace of proven apps and experts. Easily find financial services solutions that are right for you.
Financial Services Cloud Agentforce 1 for Sales
The best of Salesforce Sales for bankers, advisors and brokers.
Then, choose the Success Plan that's right for your business.
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 licenses
- 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 license 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
Find your path to AI success with the right experts and apps.
Professional Services and Salesforce Certified Partners provide services to get you started with data and ensure long-term success with AI. Depending on your unique business needs, engaging with either or both can maximise your ROI.
Professional Services
Realise value quickly and become self-sufficient with Salesforce.
Partners
Innovate and grow faster with pre-built apps and expertise on AppExchange.
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.
Tell us a bit more so the right person can reach out faster.
Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Financial Services Cloud for Service Pricing FAQs
The Financial Services Cloud - Einstein 1 for Service Edition is available with Financial Services Cloud - Sales and Service. See this page for more details.
Salesforce has all kinds of add-ons, apps and additional products to help your company stay ahead in your industry. Call us at 1-833-996-2064 to discuss Financial Services Cloud for Service pricing and the kind of products you’re looking to add.
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 1-833-996-2064 to discuss options.
In many cases, Salesforce products integrate directly with many outside applications and systems to help you to 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.
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 1-833-996-2064 to explore Financial Services Cloud for Service pricing and to see what works for your business.
