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Connect with your customers on the #1 CRM for Financial Services with trusted AI.

Empower your agents, brokers, wealth advisors, bankers, and relationship managers to be more productive and profitable with our industry-specific platform powered by Financial Services Cloud.

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


The proof is in the numbers.

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.

Discover the world's most innovative AI CRM for financial services companies.

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

Achieve customer satisfaction goals and drive lifetime loyalty.

A retail banking dashboard showing a customer's profile with financial goals and upcoming tasks.

Engage your customers and employees with Financial Services Cloud.

Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Unlock data and insights to build customer trust and increase employee productivity with Financial Services Cloud – a single, connected financial services AI CRM.

The Forrester Wave™: Financial Services CRM, Q3 2023

Salesforce named a leader in The Forrester Wave™: Financial Services CRM, Q3 2023 report.

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 Salesforce's Customer 360, 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.