Financial Services Pricing
Increase productivity and lower overall maintenance costs with industry-built solutions ready to deliver value today.
Choose the right Financial Services Cloud products for your business needs, built with CRM + AI + Data + Trust.
Sales
Starting at
$
300
USD/User/Month
(Billed annually)
- Industry-Specific Data Models Ready Today
- Actionable Segmentation for Efficient Outreach
- Financial Goals and Plans to Empower Your Customers’ Financial Success
Service
Starting at
$
300
USD/User/Month
(Billed annually)
- Easy to Use CSR Console for Single Pane of Glass
- Service Process Studio for Low Code Customization
- Connected Chatbots
Sales and Service
Starting at
$
325
USD/User/Month
(Billed annually)
- Industry-Specific Data Models Ready Today
- Easy to Use CSR Console for Single Pane of Glass
- Onboarding Console Application Built for Faster Customer Intake
Einstein 1 for Sales and Service
Starting at
$
700
USD/User/Month
(Billed annually)
- Performance Management, Scheduler, Enablement, Digital Engagement, Scheduler, and Team Collaboration with Slack.
- Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
- Additional Einstein AI Requests
Above pricing is for Enterprise Edition. Financial Services Cloud is also available in Unlimited Edition and Einstein 1. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Choose the right insurance products for your business needs.
Digital Insurance
Enable all core insurance operations from a customer-centric platform.
$
180,000
USD/Org/Year
(Billed annually)
- Coverage and Insured Item Management
- Rate and Calculation Management
- Configuration and Workflow Rule Management
Policy Administration
Manage the entire policy lifecycle on a unified, digital-first insurance platform
$75,000 USD/Per $5 million GWP
(Billed annually)
- Everything in Policy Administration - Quoting, plus Process Policy Transactions
- Configure Policy Quotes
- Automate Policy Workflows
Claims Management - Full
Manage claims lifecycles across intake, adjudication, reserves, and payment.
$54,000 USD/Per $10 million GWP
- Everything in Claims Management - First Notice of Loss plus Manage Reserves
- Coverage-Specific Term Tracking
- Manage Payments
Service Enterprise
The insurance brokerage CRM for service with built-in AI.
$
300
USD/User/Month
(Billed annually)
- Insurance Brokerage-Specific Workflows using Service Cloud Enterprise Edition as a foundation
- Single Pane of Glass for Producers and Account Managers
- Commission Processing and Revenue Tracking
Sales and Services Enterprise
The financial services CRM for sales with automation and AI.
$
325
USD/User/Month
(Billed annually)
- 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
* Up to $1 million GWP included in Insurance Product Administration license. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Choose Digital Lending to meet your lending business needs.
Digital Lending
$
520,000
USD/Org/Year
(Billed annually)
- Product Catalog and Salesforce Pricing
- Prebuilt Loan Applications
- Underwriter Console
Financial Services Cloud Service Enterprise
Simplify your collections process & boost financial recovery
$
300
USD/Org/Month*
(Billed annually)
- Built on Service Cloud Enterprise Edition for more AI and chat capabilities
- Additional automation capacity
Collections and Financial Recovery
Simplify your collections process & boost financial recovery
$
300
USD/Add-on with additional usage
(Financial Services Cloud required)
- Financial Services Cloud Enterprise Edition
- Collections Management
- Personalized Collections Processes
* Additional loans are available as add-ons. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Customize and compare financial services products.
Then, choose the Success Plan that’s right for your business.
With resources, guidance, and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a
future with AI.
Standard Success Plan
Set your company up for success with self-guided, always-on resources.
Included in all licenses
- Access to Knowledge Articles, documentation, and Trailhead
- Global Trailblazer Community
Premier Success Plan
Start strong and grow your business with expert guidance and expedited support.
30% of net license fees
- Expert guidance and product education
- Health checks and recommendations
- Access to 24/7 support for business-stopping issues
- Bundled with Unlimited Edition
Signature Success Plan
Get the most value from Salesforce with a proactive partnership and personalized experience.
Contact your account executive
- Designated Customer Success Manager
- Customer Success Score
- Proactive Monitoring and Key Event Management
- Fastest 24/7 support response times
Ready to take the next step with the world’s #1 AI 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
Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-664-9073 to discuss Financial Services Cloud pricing and the kind of products you’re looking to add.
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.
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 apps on AppExchange.
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
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.
