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Financial Services Cloud 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
user/month
USD (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
user/month
USD (billed annually)
  • Easy to Use CSR Console for Single Pane of Glass
  • Service Process Studio for Low Code Customization
  • AI-powered Chatbots

Sales and Service

Starting at

$325
user/month
USD (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
user/month
USD (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

Choose the right insurance products for your business needs.

Insurance Product Administration

Starting at

$180,000
org/year
USD (billed annually)
  • Coverage and Insured Item Management
  • Rate and Calculation Management
  • Configuration and Workflow Rule Management

Insurance Policy Administration

Starting at

$42,000
per $10 million GWP*
USD (billed annually)
  • Configure Policy Quotes
  • Automate Policy Workflows
  • Calculate and Manage Commissions

Insurance Claims Management

Starting at

$27,000
per $10 million GWP*
USD (billed annually)
  • Peril-Specific Claim Form
  • Adjudication Rules
  • Manage Reserves

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.

Standard Success Plan

Learn at your own pace with free self-guided resources.

Included in all licenses.
  • Online learning to upskill teams
  • Global Trailblazer community

Premier Success Plan

Fast track your success now with easy and expert guidance.
30% of net license fees.
  • Access to 24/7 support
  • Expert coaching and education
  • Tailored assessments
  • Bundled with Unlimited Edition

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

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 1-800-667-6389 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 1-800-667-6389 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 1-800-667-6389 to explore Financial Services Cloud pricing and to see what works for your business.