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Become an agentic financial services enterprise 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.
Financial Services Cloud empowers you to find new ways to predict what customers want before they even ask for it, deliver personalized service, and deepen trusted client relationships across your banking, investment, or insurance services.
Find the right version of Financial Services Cloud for your business needs.
Above pricing is for Enterprise Edition. Financial Services Cloud is also available in Unlimited Edition and Agentforce 1. Financial Services Cloud - Sales and Service also includes everything in corresponding editions of Sales Cloud and Service Cloud, Enterprise, and Unlimited Editions. For a comprehensive list of features, please visit our Sales Cloud pricing page and Service Cloud pricing page. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Financial Services Cloud has been voted the #1 Financial Services Product in 2026 from G2 with multiple Leader badges for usability, results, momentum, and customer relationships.
See why financial institutions worldwide choose Financial Services Cloud to power secure, compliant, AI-driven service and growth.
Discover new Agentforce templates and product enhancements to drive efficiencies and personalize customer engagement in financial services.
Our powerhouse partners extend the impact of Salesforce for financial services software.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
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Learn how Salesforce for financial services empowers customers' financial success.
An agentic financial services enterprise is a business where people and intelligent AI agents work together. These AI agents can reason, adapt, and act on their own to complete tasks. This collaborative model frees up human employees to focus on more high-value work that ensures customers' financial success.
The difference lies in their primary function within a workflow. Predictive AI analyzes historical data to forecast future outcomes, such as calculating credit risk or detecting fraud patterns. Generative AI goes a step further to create new content based on those data patterns, like drafting personalized client emails or summarizing complex financial reports. Finally, Agentic AI takes action autonomously to execute entire workflows, such as not just identifying a transaction dispute, but investigating and resolving it.
Financial Services Cloud is more than a CRM. It's the best of Salesforce, designed specifically for banks, wealth managers, and insurance companies. Instead of having to start with a generic Customer 360 that needs a lot of customization, Financial Services Cloud provides prebuilt applications with user experiences, automation, and integration designed based on industry best practices.
A financial services CRM helps you achieve business results faster and reduce development costs with prebuilt applications.
If you are currently using Sales or Service Cloud, you can activate Financial Services Cloud right in your existing org. Talk to your Salesforce Account Team or Consultant to learn more. If you aren't using Sales or Service Cloud, you can get started with our free trial here.
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.
