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Agentforce Financial Services (formerly Financial Services Cloud)
Financial Services Cloud for Sales
Accelerate growth and deepen client relationships with the #1 AI CRM for financial services. Agentforce Financial Services for Sales transforms your entire sales process, bringing AI agents and financial services sellers together at every step to build your Agentic Enterprise. Empower bankers, financial advisors, and insurance producers with autonomous agents, real-time data, and industry-specific workflows so every seller can focus on what matters most: high-value conversations and closing deals.
See how financial service companies become agentic enterprises with Salesforce.
Sell smarter and faster in the agentic era
Only 30% of financial services reps’ time is spent actually selling. The rest goes to manual research, data entry, meeting prep, and admin that holds your best people back.
Financial Services Cloud for Sales changes that. Every seller now has a digital workforce working alongside them: Agents that automate prospecting, prepare meeting briefs, surface next best actions, and orchestrate follow-ups across every client relationship. Built on the industry’s most complete financial services data foundation, every agent action is grounded in real client context such as client portfolios, policies, life events, and relationship history. Your advisors, bankers, and producers stay focused on growth. Agents handle the rest.
Multiply Seller Capacity with AI Agents
- Automate meeting preparation. Deploy AI agents that automate account research and generate comprehensive briefs — turning every banker, advisor, and producer into an instant expert on every account before walking into the room.
- Let AI handle the busywork. Let agents handle the busywork — logging notes, updating CRM records, drafting emails, and capturing summaries — saving hours every week for revenue-generating activities.
- Guide sellers with intelligent prioritization. Deploy AI agents that help sellers prioritize their day, spot at-risk accounts, surface hidden opportunities, and focus on the deals most likely to close — so every seller works smarter, not harder.
- Scale personalized engagement and close more deals. Use AI to automate prospecting, deliver personalized outreach across every channel, and guide reps through every stage of the sales cycle with the right data and recommendations at every step.
Personalize Selling with Unified Data
- Build a complete client financial profile. Get out-of-the-box industry data models that unify financial accounts, policies, portfolios, client and business hierarchies and interaction history into a single 360-degree view, so every seller has complete context.
- Work from a unified seller workspace. Access everything needed for personalized conversations — client goals, life events, interest tags, and engagement timelines — in one place, eliminating app-switching and manual data hunting.
- Reach the right clients at the right moment. Use actionable segmentation to group clients by behaviors, financial signals, or goals, then deploy hyper-relevant campaigns and outreach that resonates with each segment’s specific needs.
- Connect every data source into one platform. Break down silos across core banking systems, custodians, policy data, and third-party sources, bringing everything into one platform that eliminates swivel and gives every seller a single place to work.
Turn Real-Time Insights into Revenue Opportunities
- Surface signals before the moment passes. Analyze real-time client signals and trigger alerts for deposits, withdrawals, policy changes, and life events, so advisors, bankers, and producers can act on critical moments instantly.
- Spot opportunities across every relationship. Visualize multigenerational households, flexible business hierarchies, and complex corporate ownership structures to uncover hidden cross-sell networks, identify decision-makers, and spot revenue opportunities others miss.
- Predict what clients need next. Use AI to identify clients most likely to churn, consolidate assets, or need new products — then surface the exact next best action to take, so your team moves from insight to revenue, instantly.
- Make smarter decisions with purpose-built analytics. Access real-time dashboards, opportunity scores, and proactive deal insights built specifically for financial services, giving every seller and manager the intelligence to prioritize and win.
Connect and Accelerate the Entire Sales Cycle
- Orchestrate complex financial deals. Track and manage the complete deal lifecycle from pitch to execution in a single, secure system with automated, compliant data sharing and stakeholder visibility across every stage.
- Grow revenue and loyalty with intelligent referrals. Drive cross-sell and growth across every line of business by instantly routing referrals to the right financial experts, tracking opportunities end to end, and prioritizing the highest-value leads with AI scoring.
- Streamline client onboarding from end to end. Deliver a seamless onboarding journey for every new client, from discovery to funded relationship, using pre-built workflow templates, document checklists, KYC data models, and secure e-signatures that remove friction at every step.
- Develop strategic account plans that drive growth. Build comprehensive account plans with objectives, stakeholder mapping, and whitespace analysis, and power consistent actions with action plans that give sellers a clear roadmap to deepen relationships and expand wallet share.
Drive Predictable Performance and Revenue Growth
- Forecast revenue with precision. Accurately predict revenue across deposits, policies, AUM, and deal pipelines with AI-driven forecasting and live rollups built for the complexity of financial services sales.
- Manage the book and optimize seller capacity. Give sales leaders real-time visibility into team performance, pipeline health, and capacity across branches, agencies, and advisory practices — so they can balance workload and drive accountability.
- Scale coaching and development across your team. Deliver AI-driven coaching and structured sales programs that help new relationship managers, advisors, and producers ramp faster and perform at the level of your best sellers.
- Optimize territories and motivate sellers. Automate complex commission calculations across fee-based, commission-based, and hybrid comp structures — delivering fast, accurate payouts that keep top performers motivated.
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Financial Services Cloud Pricing
Find the right version of Financial Services Cloud for your business needs.
Financial Services Cloud for Sales
The financial services CRM for sales with automation and AI.
Starting at $325 USD/User/Month
- Industry-Specific Data Models using Sales Cloud Enterprise Edition as a foundation
- Actionable Segmentation for Efficient Outreach
- Financial Goals and Plans to Empower Your Customers’ Financial Success
Financial Services Cloud for Sales and Service
The full Customer 360 experience spanning sales and service.
Starting at $350 USD/User/Month
- Industry-Specific Data Models and workflows using Sales Cloud and Service Cloud Enterprise Edition as a foundation
- Financial Goals and Plans to Empower Your Customers’ Financial Success
- Service Process Studio for Low-Code Customization
Financial Services Cloud Agentforce 1 Sales
The best of Salesforce Sales for bankers, advisors, and brokers.
$
750
USD/User/Month
(Billed annually)
- Everything in Unlimited Edition, plus Performance Management, Scheduler, Enablement, and Team Collaboration with Slack
- Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
- Flex Credits for Agentforce
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 is the #1 2026 Financial Services Product on G2
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.
Wholesalers are in Salesforce all day. Our sales lifecycle runs on Financial Services Cloud. From managing a lead, to prepping for meetings, to closing an opportunity, it helps us strengthen our customer relationships.
Sandeep AjithVP, Data and Analytics and Chief Product Owner of the Agentforce 360 Platform, Prudential
Check out the Spring ‘26 Release
Discover new Agentforce and product enhancements 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.
Hit the ground running with Financial Services Cloud tips, tricks, and best practices.
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Financial Services Cloud for Sales FAQ
The platform unifies data from core banking and investment systems into a single view. This allows sales teams to spend less time switching between applications and more time engaging clients. Automated workflows handle routine administrative tasks, letting sellers focus on high-value activities and closing deals faster.
Financial Services Cloud offers multiple ways to visualize and act on client relationships depending on your business. Flexible Hierarchies models multi-level legal, sales, and operational structures for complex B2B clients in commercial banking, asset management, and insurance — giving bankers and relationship managers a complete picture of how large organizations fit together, with accurate rollups across every entity. For consumer relationships and multi-generational households, householding groups related individuals into a single unified view. The Actionable Relationship Center maps people, households, and influence networks so advisors and relationship managers can see who to engage and why — ideal for wealth management and retail banking.
Yes. The platform includes a pre-configured Onboarding Console Application and Discovery Framework. These tools streamline the data collection and consent management process. Financial institutions use these features to reduce friction during the initial sales cycle, ensuring a professional and efficient first impression for new clients.
Industry-specific AI provides intelligent insights for personalized financial planning. It can autofill form fields from live conversations and suggest the next best actions for a client. These AI-driven recommendations help advisors identify cross-selling opportunities and provide proactive service that increases long-term retention.
Actionable Segmentation allows firms to group clients based on specific financial goals or behaviors. Sales teams use these segments to design highly targeted outreach campaigns and trigger bulk engagement actions. This precision ensures that marketing and sales efforts reach the right prospects with relevant offers, improving conversion rates and departmental efficiency.
Financial Services Cloud uses a dedicated Financial Data Platform to unlock data from legacy core systems. It creates a unified profile that includes transaction history and financial goals. This integration ensures that sales representatives always have access to accurate, real-time information when discussing products with customers.
Sales Cloud is a general-purpose CRM for managing leads, opportunities, and forecasts. Financial Services Cloud includes all the power of Sales Cloud but goes further, adding industry-specific data models, AI and workflow automation purpose-built for the unique relationship and regulatory requirements of banking, wealth management, and insurance. While Sales Cloud excels at tracking sales activity, financial services operate on a fundamentally different model: long-term trusted relationships rather than short-term transactions. Advisors, bankers, and relationship managers must understand households, life events, financial goals, and product portfolios across years or decades. Financial Services Cloud extends Sales Cloud from managing the sales pipeline to managing the full lifecycle of client trust and engagement.
Yes. A 30-day free trial is available to test the platform’s features without any initial installation or credit card requirement. This allows businesses to explore AI-powered tools and pre-built automation. Users can evaluate how the software fits their specific sales workflows before committing to a subscription.