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SALESFORCE FOR FINANCIAL SERVICES

Secure customers for life.

Go from service provider to trusted partner on a single, connected platform.

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See the RBC wealth management story

Introducing Salesforce genie

Plan for magical customer experiences.

Use connected, harmonized data to engage clients and deliver incredible experiences.

Explore Salesforce genie

Automate client relationship intelligence in real-time while reducing costs and building trust.

Banking

Automate every customer experience and unite teams across the bank with an intelligent, shared view of real-time customer data and insights.

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Insurance

Help agents sell with real-time data automation and AI-embedded insights. Offer accelerated onboarding and intelligent claims processing.

See insurance solutions

Wealth & asset management

Deepen fiduciary relationships, drive productivity with intelligent automation, and grow your book of business with a single connected and compliant platform.

See wealth and asset management solutions

Delight financial services customers and employees with digital-first experiences.

Financial Services Cloud

Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Build customer trust and increase employee productivity with Financial Services Cloud.

Starting at $300 USD/user/month* (billed annually)

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Learn more about financial services cloud

*This edition requires an annual contract. Financial Services Cloud — Growth is also available in Professional Edition for $175 USD/user/month. Contact us for more details. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.