Deliver customer experiences that fuel growth with Agentforce.

Now brokers, producers, advisors, bankers, and service representatives can proactively connect with customers to deliver AI powered high value experiences. Agents partner with your employees to take on manual work so team members can focus on growing trusted relationships and revenue.

Leading brands achieve success with the #1 AI CRM for financial services.

  

The proof is in the numbers.

1.4B
financial accounts powered by Financial Services Cloud*
Salesforce powers financial accounts across the globe.
188 %
return on investment*
Financial institutions experience transformative gains with Salesforce.
15-45 %
increase cross-sell and upsell**
Financial services organizations report significant business impact with Salesforce.

See what's new in the financial services industry.

Image of a person working with a screenshot overlay.

Trusted AI for Financial Services

Financial Services AI offers the essential building blocks for wealth management, banking, and insurance organizations to deploy trusted AI solutions powered by your data, personalized for your customers.

Custom solutions designed for financial services on the the world's most innovative AI CRM.

Explore a complete portfolio of best-in-class apps and financial services software, purpose-built for the industry.

Our purpose-built products take Financial Services firms farther.

Image of Salesforce Einstein and Astro characters in front of product screenshots

Get more value out of AI with Industries AI.

Learn how to create prompts for your business needs and bring them into the flow of work.

Two sales professionals smile.

Maximize ROI with the #1 Success Ecosystem.

From support, expert guidance, and resources to our partners on AppExchange, the Success Ecosystem is here to help you unlock the full power of your investment.

Get the most out of financial services software and data with thousands of partner apps and experts.

Our powerhouse partners extend the impact of Salesforce for financial services software.

Learn new skills with free, guided learning on Trailhead.

Salesforce for Financial Services FAQ

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 Cloud, 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.