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Financial Services Cloud

Discover the power of the world’s #1 AI CRM for financial services. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer. Activate data to personalize engagement using purpose-built automation with industry-specific AI.

Leading banks, wealth managers, and insurers deliver value faster with the #1 AI CRM for financial services.

  

What can you do with Financial Services Cloud?

Accelerate your customer onboarding. Increase retention and loyalty with AI-powered service. Unlock your data to deliver intelligent insights for financial planning, empowering your customers’ financial success with trusted AI.

Grow revenue with trusted relationships.

View multiple layers of relationships and related key information in one place to identify areas of opportunity and drive contextual action.

An investment banking portal shows household member data and Einstein Relationship Insights.

Empower financial success with actionable financial goals.

A household's wealth management portal shows goals, life events, and post-retirement monthly expenses.

Cultivate strong relationships at scale by creating targeted lists of contacts for priority engagement.

A wealth management portal shows a list of key target accounts and their priority status.
An investment banking portal shows household member data and Einstein Relationship Insights.
A household's wealth management portal shows goals, life events, and post-retirement monthly expenses.
A wealth management portal shows a list of key target accounts and their priority status.

Streamline onboarding with data and trusted AI.

Accelerate onboarding implementation with a pre-configured template.

An onboarding console shows a timeline, assessments, and important member profile details.

Deploy intelligent financial discovery processes across any channel.

A discovery portal showing completed risk assessments and account activity.

Streamline disclosure and consent processes with templates for common disclosures and consent to open accounts, share data with third-parties, and more.

A portal showing the ease of digital signature collection.
An onboarding console shows a timeline, assessments, and important member profile details.
A discovery portal showing completed risk assessments and account activity.
A portal showing the ease of digital signature collection.

Scale service and boost productivity with AI-powered automation.

Deploy self-service automation capabilities that can be embedded into existing internet and mobile banking experiences.

An Einstein bot interacts with a customer and shows how easy it is to enable self-service.

Deliver everything agents need to close cases faster, all on one screen.

A service portal shows actions, recommendations, a timeline, and a CSAT Indicator.

Build end-to-end service processes with low- to no-code tools.

A portal shows how easy it is to build service processes.
An Einstein bot interacts with a customer and shows how easy it is to enable self-service.
A service portal shows actions, recommendations, a timeline, and a CSAT Indicator.
A portal shows how easy it is to build service processes.

Unlock your data to personalize financial engagement.

Unlock data from core banking and financial planning to create a unified financial profile.

A portal shows data lake objects and data model mappings.

Understand household income, expenditures, and net worth, based on calculated transaction insights and trends.

A wealth management portal shows a member's cash flow, income, spending by category, and total surplus.

Empower financial success with actionable financial goals.

A household's wealth management portal shows goals, life events, and post-retirement monthly expenses.
A portal shows data lake objects and data model mappings.
A wealth management portal shows a member's cash flow, income, spending by category, and total surplus.
A household's wealth management portal shows goals, life events, and post-retirement monthly expenses.
Salesforce for Financial Services Spring '24 release

Check out the Spring ‘24 Release

Discover new ways to drive efficiencies and personalize customer engagement in financial services

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.

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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.

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Financial Services Cloud FAQ

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.