Financial Services Cloud Pricing
Increase productivity and lower overall maintenance costs with industry-built solutions ready to deliver value today.
Choose the right Financial Services Cloud products for your business needs, built with CRM + AI + Data + Trust.
Sales
Starting at
$300
user/month
USD (billed annually)
- Industry-Specific Data Models Ready Today
- Actionable Segmentation for Efficient Outreach
- Financial Goals and Plans to Empower Your Customers’ Financial Success
Service
Starting at
$300
user/month
USD (billed annually)
- Easy to Use CSR Console for Single Pane of Glass
- Service Process Studio for Low Code Customization
- AI-powered Chatbots
Sales and Service
Starting at
$325
user/month
USD (billed annually)
- Industry-Specific Data Models Ready Today
- Easy to Use CSR Console for Single Pane of Glass
- Onboarding Console Application Built for Faster Customer Intake
Einstein 1 for Sales and Service
Starting at
$700
user/month
USD (billed annually)
- Performance Management, Scheduler, Enablement, Digital Engagement, Scheduler, and Team Collaboration with Slack.
- Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
- Additional Einstein AI Requests
Above pricing is for Enterprise Edition. Financial Services Cloud is also available in Unlimited Edition and Einstein 1. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Choose the right insurance products for your business needs.
Insurance Product Administration
Starting at
$180,000
org/year
USD (billed annually)
- Coverage and Insured Item Management
- Rate and Calculation Management
- Configuration and Workflow Rule Management
Insurance Policy Administration
Starting at
$42,000
per $10 million GWP*
USD (billed annually)
- Configure Policy Quotes
- Automate Policy Workflows
- Calculate and Manage Commissions
Insurance Claims Management
Starting at
$27,000
per $10 million GWP*
USD (billed annually)
- Peril-Specific Claim Form
- Adjudication Rules
- Manage Reserves
* Up to $1 million GWP included in Insurance Product Administration license. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Customize and compare financial services products.
Next, choose the Success Plan that's right for you.
From resources to embedded experts, get the right level of support and expert guidance for your business.
Standard Success Plan
Learn at your own pace with free self-guided resources.
Included in all licenses.
- Online learning to upskill teams
- Global Trailblazer community
Premier Success Plan
Fast track your success now with easy and expert guidance.
30% of net license fees.
- Access to 24/7 support
- Expert coaching and education
- Tailored assessments
- Bundled with Unlimited Edition
Signature Success Plan
Maximize ROI with proactive, personalized expertise.
Contact your account executive.
- Designated Technical Account Manager
- Proactive monitoring
- Key event management
- Fastest 24/7 support response times
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 Pricing FAQ
Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-667-6389 to discuss Financial Services Cloud 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. Reach out to a sales representative at 1-800-667-6389 to discuss options.
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 licenses 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 customizations 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. Reach out to our sales department at 1-800-667-6389 to explore Financial Services Cloud pricing and to see what works for your business.
