Imagine brokers, producers, advisors, bankers, and service teams working alongside AI to proactively solve problems. Our financial services software unites data, agentic AI, and insights to unlock unprecedented growth and lasting customer loyalty.
Agents fail in production because firms lack the architecture to trust, govern, and scale them. Salesforce built five interconnected systems so financial services firms can move from experimentation to execution.
Connect experiences across channels — seamless engagement, whether it's human, AI, or both.
Activate bankers and advisors with governed intelligence from complex financial data.
Employ AI agents that reason, decide, and act on your behalf — with compliance built in.
Financial workflows, compliance rules, and approvals built in — so agents work the way you do.
Bring together all client data across financial services systems into one trusted foundation.
Our purpose-built products take financial services firms further
Become an agentic enterprise in financial services with the world’s #1 agentic CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer so you can personalize customer engagement using purpose-built automation with industry-specific AI.
*2025 Salesforce Success Metrics Industry Highlights. Data is aggregated from 230 customers across 9 countries.
Our powerhouse partners extend the impact of Salesforce for financial services software.
Learn how AI agents complete multi-step tasks just like a skilled associate would.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Tell us a bit more so the right person can reach out faster.
Learn how Salesforce for financial services empowers customers' financial success.
With Salesforce for financial services, financial firms can achieve lifetime value with their customers. Financial services software makes it easier to grow and maintain trusted relationships, drive personalization at scale, and reduce their cost to serve.
Salesforce offers a complete portfolio of best-in-class business apps that are purpose-built for financial services institutions. Our solutions address sales, service, marketing, and data needs for customer satisfaction goals, client onboarding, personalized financial engagement, underwriting, and claims processing, to name a few.
Financial institutions across the globe utilize varying financial services software in the Customer 360 suite of applications, including Financial Services Cloud, Data 360, MuleSoft, Sales Cloud, Service Cloud, Marketing Cloud, Tableau, and Slack.
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 personalize customer engagements, scale service interactions, or streamline your onboarding experience. Salesforce Financial Services Cloud has a variety of editions you can customize to your business needs. See details here.
Automation and AI are improving experiences for financial services firms across data, sales, marketing, and service use cases. AI in banking, insurance and wealth provides time-saving opportunities that improve the customer experience, discover opportunities faster, scale personalization and more.
Stream three days that will transform every part of your business.
Watch Dreamforce live and freeEmpower bankers with AI and automation that accelerates growth and deepens relationships. Scale operations, streamline onboarding, and deliver better client service.
Enable credit unions and community banks to grow revenue while delivering exceptional service to their members and customers across all channels.
Delight borrowers and drive growth by transforming the lending experience with AI and unified data. Deliver consistent, digital‑first experiences that reduce friction, accelerate time to funding, and drive long‑term relationships.
Scale your workforce, minimize costs, and deliver the personalized experiences members and customers expect across every channel.
Empower insurance agencies and brokerages with an agentic platform uniquely engineered to unify data, automate complex workflows, and personalize client engagement for accelerated revenue growth.
Unify plan design, enrollment, and renewals on one AI-driven platform purpose-built for the benefits industry.
Simplify life insurance workflows and show up in the moments that matter by integrating siloed data into a unified platform.
Retain policyholders, grow your book of business, and drive profitable growth on one deeply unified agentic platform.
Unify client and market data with a single, agentic platform to elevate distribution productivity, reduce operational costs, and deliver personalized service at scale.
Build lasting client trust and fuel advisor productivity by delivering personalized, data-driven financial advice and automated experiences on a single, agentic platform.
Discover new Agentforce templates and product enhancements to drive efficiencies and personalize customer engagement in financial services.
Keynotes, product launches, sessions, trainings, and real connections, all designed to move your business forward as an Agentic Financial Services Enterprise.
