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What can you do with Financial Services Cloud?

Financial Services Cloud empowers you to find new ways to earn money, 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.

Ground your AI in trusted, real-time client data from any system—without moving or copying it—by deploying purpose-built AI agents pretrained on banking, wealth, and insurance workflows for a faster return on investment. Embed these trusted AI agents directly into the flow of work for front-line teams to deliver policy-driven guidance, while orchestrating a secure, unified AI workforce.

A "Cumulus Dashboard Service and Support" system, featuring an "Insurance Assistant" chatbot on the right. The chatbot provides an account summary for a policyholder named Jenny Will and initiates a "First Notice of Loss workflow" for a claim.

Leverage AI agents and a unified client view—sourced from breaking down data silos across core systems—to dramatically multiply seller productivity by automating manual work and scaling personalized, goals-based engagement. Orchestrate the entire sales cycle, from prospecting through onboarding, by surfacing key insights like life events and held-away assets so teams can prioritize the right opportunities and accelerate complex deals.

User interface for "Retail Banking" with a "Banking Service Agent" chatbot assisting a customer named Marcel Green. The agent is offering to file a formal dispute and issue a provisional credit for a disputed charge of $14.99 from "MaxSheam Services" on a saving and checking account.

Securely connect and unify every data source using prebuilt APIs and compliant models to activate intelligent decisions and orchestrate hyperpersonalized, anticipatory service journeys across complex financial services workflows. Unify customer and employee experiences on a single platform by breaking down data silos to ensure prompt, accurate service and equipping representatives with predictive insights to deliver proactive advice before customers even ask.

A user interface for "Retail Banking" with a "Banking Service Agent" chatbot assisting a customer named Marcel Green. The agent is offering to file a formal dispute and issue a provisional credit for a disputed charge of $14.99 from "MaxSheam Services" on a saving and checking account.

Architect uncompromising trust and compliance by maintaining data sovereignty to protect sensitive client data from public models, enforcing policy with embedded digital guardrails and automated risk flagging, and providing regulatory rigor through unchangeable audit trails that validate and track every agent action.

A "Compliance Review" interface showing a potential compliance issue flagged as "Severity: High" under the policy "Promise of Future Returns," with a flagged statement like "I can guarantee a 20% increase in revenue." Next to it, a "Compliance Assistant" lists three potential regulations related to the "Reg BI" business process, including the "Investment Advisers Act of 1940" and "Securities Act of 1933."
A "Cumulus Dashboard Service and Support" system, featuring an "Insurance Assistant" chatbot on the right. The chatbot provides an account summary for a policyholder named Jenny Will and initiates a "First Notice of Loss workflow" for a claim.
User interface for "Retail Banking" with a "Banking Service Agent" chatbot assisting a customer named Marcel Green. The agent is offering to file a formal dispute and issue a provisional credit for a disputed charge of $14.99 from "MaxSheam Services" on a saving and checking account.
A user interface for "Retail Banking" with a "Banking Service Agent" chatbot assisting a customer named Marcel Green. The agent is offering to file a formal dispute and issue a provisional credit for a disputed charge of $14.99 from "MaxSheam Services" on a saving and checking account.
A "Compliance Review" interface showing a potential compliance issue flagged as "Severity: High" under the policy "Promise of Future Returns," with a flagged statement like "I can guarantee a 20% increase in revenue." Next to it, a "Compliance Assistant" lists three potential regulations related to the "Reg BI" business process, including the "Investment Advisers Act of 1940" and "Securities Act of 1933."