Salesforce Named a Leader in The Forrester Wave™: Customer Relationship Management Software For Financial Services, Q1 2025

See how Forrester evaluated financial services customer relationship management (CRM) providers with retail banking, insurance, wealth, and investment solutions to determine how each provider measures up.

In Forrester’s latest evaluation of CRM providers for financial services, Salesforce is named a Leader and cited for its deep industry capabilities,infused with AI insights, and highest score possible in the vision criterion.

With Financial Services Cloud and Agentforce, Salesforce empowers banks, insurers, and wealth managers to deliver smarter, faster, and more personalized experiences.

See how Salesforce stacks up — and how it compares to other top vendors in the full report.

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The Forrester Wave™: Customer Relationship Management Software For Financial Services, Q1 2025

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Salesforce Named a Leader in The Forrester Wave™: Customer Relationship Management Software For Financial Services, Q1 2025

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