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Agentforce 360 for Financial Services
Empower wealth advisors to scale personalised customer engagement, with data, AI and CRM on a unified platform.
Discover how agentic AI, trusted data, and real-time insights help wealth managers deliver personalised and trusted customer experiences. Boost productivity, scale engagement and drive AUM growth, all on a single, unified platform.
Salesforce Intelligent Customer 360 transforms wealth relationships at scale
For the mass-affluent RM, the private banker, or the CTO of a wealth management company, Agentforce Financial Services is your next-gen advisor. Here’s how your advisors can do their best work.
See how a mass affluent RM uses Slack, Agentforce and Data 360 to engage customers at scale, trigger personalised outreach, and convert real-time signals into private wealth opportunities.
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See how a private banker uses Agentforce Financial Services, Tableau and Einstein AI to turn trusted customer insights, interactive risk simulations and unstructured notes into faster decisions, deeper relationships, and personalised wealth strategies.
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See how technology leaders use Data 360, Tableau Pulse and Slack to identify consent gaps, protect pipeline, and orchestrate enterprise-wide DPDP compliance actions in real time.
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Leading brands achieve success with the #1 AI CRM for Financial Services.
Proof that growth is limitless as an agentic enterprise.
3.2B
financial accounts powered by Financial Services Cloud*
Salesforce powers financial accounts across the globe.
97
%
achieve positive ROI*
Financial institutions experience transformative gains with Salesforce.
30
%
increase in productivity due to generative or agentic AI*
Financial services organisations report significant business impact with AI.
*2025 Salesforce Success Metrics Industry Highlights. Data is aggregated from 230 customers across 9 countries.
See what's new in the financial services industry.
Trusted AI for Financial Services
Agentforce for Financial Services offers the essential building blocks for wealth management, banking, and insurance organisations to deploy trusted AI solutions powered by your data, personalised for your customers. Stay competitive as an agentic enterprise by combining data-driven intelligence with real-time autonomy.
Check out the Summer ’26 Release
Discover new Agentforce templates and product enhancements to drive efficiencies and personalise customer engagement in financial services.
Dreamforce | 15 - 17 September
Keynotes, product launches, sessions, trainings, and real connections, all designed to move your business forward as an Agentic Financial Services Enterprise.
Our purpose-built products take financial services firms further.
Product
Financial Services Cloud
Accelerate digital process innovation across the front, middle, and back office and put your customer at the centre of everything. Unlock data and insights to build customer trust and increase employee productivity with Financial Services Cloud – a single, connected financial services AI CRM.
Achieve goals and drive growth as an agentic enterprise in these industries.
Banking
Commercial Banking
Empower bankers with AI and automation that accelerates growth and deepens relationships. Scale operations, streamline onboarding, and deliver better client service.
Credit Unions and Community Banks
Enable credit unions and community banks to grow revenue while delivering exceptional service to their members and customers across all channels.
Mortgage and Lending
Delight borrowers and drive growth by transforming the lending experience with AI and unified data. Deliver consistent, digital‑first experiences that reduce friction, accelerate time to funding, and drive long‑term relationships.
Retail Banking
Scale your workforce, minimise costs, and deliver the personalised experiences members and customers expect across every channel.
Insurance
Agencies and Brokerages
Empower insurance agencies and brokerages with an AI platform uniquely engineered to unify data, automate complex workflows, and personalise client engagement for accelerated revenue growth.
Group Benefits
Unify plan design, enrolment, and renewals on one AI-driven platform purpose-built for the benefits industry.
Life and Annuity
Simplify life insurance workflows and show up in the moments that matter by integrating siloed data into a unified platform.
Property and Casualty
Retain policyholders, grow your book of business, and drive profitable growth on one deeply unified AI platform.
Wealth and Asset Management
Order Management
Unify client and market data with a single, AI-powered platform to elevate distribution productivity, reduce operational costs, and deliver personalised service at scale.
Lead Management
Build lasting client trust and fuel adviser productivity by delivering personalised, data-driven financial advice and automated experiences on a single, AI-powered platform.
The Connected Financial Services Report, Second Edition
We surveyed 9,500 financial services consumers worldwide to discover how they evaluate their institutions’ digital experiences and understand the standard of engagement in the agentic AI era.
Get the most out of Financial Services software and data with thousands of partner apps and experts.
Our powerhouse partners extend the impact of Salesforce for Financial Services software.
With a connected platform for customer relationship management across the bank, we’re able to deliver seamless and consistent experiences at scale.
Milind NagnurGroup President and Chief Technology, Kotak Mahindra Bank
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.
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Learn how Salesforce for financial services empowers customers’ financial success.
Salesforce for Financial Services FAQs
With Salesforce for financial services, financial firms can achieve lifetime value with their customers. Financial services software makes it easier to grow and maintain trusted relationships, drive personalisation at scale, and reduce their cost to serve.
Salesforce offers a complete portfolio of best-in-class business apps that are purpose-built for financial services institutions. Our solutions address sales, service, marketing, and data needs for customer satisfaction goals, client onboarding, personalised financial engagement, underwriting, and claims processing, to name a few.
Financial institutions across the globe utilise varying financial services software in the Customer 360 suite of applications, including Financial Services Cloud, Data 360, MuleSoft, Sales Cloud, Service Cloud, Marketing Cloud, Tableau, and Slack.
Users can improve efficiency and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows. Additionally, use financial services software to connect financial, transaction, and CRM data using a range of prebuilt-to-custom accelerators that scale for high volume.
Choose the financial services product that's right for you by evaluating the individual needs of your business. Consider if you need to personalise customer engagements, scale service interactions, or streamline your onboarding experience. Salesforce Financial Services Cloud has a variety of editions you can customise to your business needs. See details here.
Automation and AI are improving experiences for financial services firms across data, sales, marketing, and service use cases. AI in banking, insurance and wealth provides time-saving opportunities that improve the customer experience, discover opportunities faster, scale personalisation and more.
