Financial Services Cloud Pricing
Free your teams to focus on what matters most, with purpose-built products for financial services.
Choose the right Financial Services Cloud products for your business needs
Financial Services Cloud Sales Core
Foundational Financial Services CRM with AI and Slack for Sales.
$
325
USD/User/Month
(Billed annually)
- Industry-specific data models built on Sales Cloud Core Edition
- Flex credits for AI, Agentforce, Slack Business+, Data, and more
- Actionable segmentation, Financial Goals and Plans for efficient customer outreach
Financial Services Cloud Sales Advanced
Financial Services CRM with advanced AI, Automation and Trusted Security for Sales
$
500
USD/User/Month
(Billed annually)
- Everything in Core, plus more AI, automation, and security
- Full Sandbox, Backup & Recovery, Archive, Data Detect, Security Center
- Premier Success Plan for expert guidance and faster time-to-value
- Includes Insurance Brokerages and Collections and Financial Recovery
Financial Services Cloud Sales Max
The most comprehensive Financial Services CRM for Sales - one edition that does it all.
$
700
USD/User/Month
(Billed annually)
- Everything in Advanced, plus the full Agentforce for Industries suite
- Performance Management, Scheduler, Enablement, and Slack team collaboration
- Connect Salesforce and external data via Data Cloud and FSC Intelligence
- Includes Digital Insurance & Digital Origination Add-ons
Choose the right Financial Services Cloud Service products for your business needs
Financial Services Cloud Service Core
Foundational Financial Services CRM with AI and Slack for Service.
$
325
USD/User/Month
(Billed annually)
- Industry-specific workflows built on Service Cloud Core Edition
- Service Process Studio for low-code customization
- Flex credits for AI, Agentforce, Slack Business+, Data, and more
Financial Services Cloud Service Advanced
Financial Services CRM with advanced AI, Automation and Trusted Security for Service.
$
500
USD/User/Month
(Billed annually)
- Everything in Core, plus more AI, automation, and security
- Full Sandbox, Backup & Recovery, Archive, Data Detect, Security Center
- Premier Success Plan for expert guidance and faster time-to-value
- Includes Insurance Brokerages and Collections and Financial Recovery
Financial Services Cloud Service Max
The most comprehensive Financial Services CRM for Service - one edition that does it all.
$
700
USD/User/Month
(Billed annually)
- Everything in Advanced, plus the full Agentforce for Industries suite
- Contact Center Digital, Workforce Management, Quality Management
- Connect Salesforce and external data via Data Cloud and FSC Intelligence
- Includes Digital Insurance & Digital Origination Add-ons
Financial Services Cloud is also available in Sales & Service Edition — combining the power of both Sales and Service in a single product. Learn more about Sales & Service Editions.
Choose the right insurance products for your business needs
Digital Insurance
Enable end-to-end insurance operations on a unified customer-centric platform.
$180,000
- Now included in all Financial Services Cloud Max editions
- Manage the entire policy lifecycle on a unified, digital-first insurance platform
- Manage claims life cycles across intake, adjudication, reserves, and payment
- Automate your entire group benefits value chain on a single platform for faster speed to market
Financial Services Cloud for Insurance Brokerages
The best of Salesforce for insurance brokers.
Included with all FSC Advanced and Max SKUs
- Insurance Brokerage-Specific Data Models and Workflows using Sales Cloud and Service Cloud Core Edition as a Foundation
- Single Pane of Glass for Producers and Account Managers
- Commission Processing, Agency Billing, and Policy Servicing
Digital Insurance is available as an add-on with Financial Services Cloud (Core and Advanced editions) and is included in the Max editions. Policy Administration, Group Benefits, and Claims Management are usage-based add-on SKUs that require Digital Insurance as a prerequisite and cannot be purchased independently. Financial Services Cloud for Insurance Brokerage is available with Financial Services Cloud Advanced and Max editions.
Financial Services Cloud for Insurance Brokerages also includes everything in corresponding editions of Financial Services Cloud, Sales Cloud, and Service Cloud Core and Advanced Editions. This page is provided for informational purposes only and is subject to change. Contact a sales representative for detailed pricing information.
Choose the right Digital Origination and Collections products to meet your end-to-end banking business needs
Digital Origination
Simplify any financial product origination on a flexible, AI-powered platform.
$175,000 USD/org/year
- Unify and accelerate financial product origination journeys, end-to-end
- Automated document validation for faster, error-free processing
- AI-powered automation to speed approvals and reduce drop-off
Collections & Financial Recovery
Simplify your collections process & boost financial recovery.
Included with all FSC Advanced and Max SKUs
- AI-powered delinquency prediction to prioritize collections outreach
- Agentforce collections agent automates Promise-to-Pay workflows
- Built-in Salesforce PayNow for seamless payment collection
Digital Origination is now included in all Financial Services Cloud Max editions. Available as an add-on with all Financial Services Cloud (Core + Adavanced) editions. Additional loans are available as add-ons. Check out the detailed pricing page for more information.
Additional Collections Credits are available for purchase. Contact a sales representative for detailed pricing information.
Choose Process Compliance Navigation to meet your governance, compliance and regulatory needs
Process Compliance Navigator Base User
Extend compliance enforcement and monitoring to your frontline.
Starting at
$
20
USD/User/Month
(Billed annually)
- Risk Surveys
- Policy Acknowledgement & Portal
- Natural Language Policy Controls
Process Compliance Navigator Admin
Make compliance your strategic advantage.
Starting at
$
125
USD/User/Month
(Billed annually)
- AI-powered Clause Extraction
- Compliance Controls Management
- Compliance Effectiveness Reports
Process Compliance Navigator includes 10 licenses of Admin users and 200 licenses of Base users access.
Customize and compare financial services products
Next, choose the Success Plan that's right for you
From resources to embedded experts, get the right level of support and expert guidance for your business.
Premier Success Plan
Fast-track your success now with easy and expert guidance.
Included in all licenses
- Access to 24/7 support
- Expert coaching and education
- Tailored assessments
Signature Success Plan
Maximize ROI with proactive, personalized expertise.
Contact your account executive
- Designated technical account manager
- Proactive monitoring
- Key event management
- Fastest 24/7 support response times
Ready to take the next step with the world's #1 Agentic CRM for financial services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
Tell us a bit more so the right person can reach out faster.
Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Financial Services Cloud Pricing FAQ
In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licenses of MuleSoft, work with our integration partners, or use agents and apps on AgentExchange
We know things don’t always go according to plan, and we’re here and will try our best to support. Reach out to a sales representative at 1-800-664-9073 to discuss options.
Salesforce has all kinds of add-ons, agents, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-664-9073 to discuss exactly what kind of products you’re looking to add and how we can help.
We offer several advisory, adoption, and support plans to our customers. To learn more, visit Success Cloud.
Financial Services Cloud comes out of the box with all the features in Sales Cloud and Service Cloud, plus an industry-specific data model, objects, and capabilities. Built on the Salesforce Platform, Financial Services Cloud delivers speed to value and continuous, relevant innovation so financial services firms can save time and money on customizations as well as accelerate business growth.
Whether you are a part of a wealth management firm, insurance company, or bank, Financial Services Cloud is one product that unifies customer experiences across consumer and commercial lines of business.
You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-664-9073 to explore Financial Services Cloud pricing and to see what works for your business.
