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Salesforce for Financial Services
Automate the full home loan lifecycle and disburse credit faster with trusted AI.
See how Agentforce automates underwriting, compliance checks, and disbursement — cutting manual bottlenecks and helping lenders unlock India's digital lending demand.
Agentforce and Document AI transform home loan origination for lending companies
For the end customer, sales exec, credit manager, or operations lead, Agentforce is your next-gen loan co-pilot. Here's how your teams can automate and ‘agentify’ the full lending lifecycle.
See how a customer can easily apply for a home loan via WhatsApp — Agentforce validates identity, answers policy questions, and pulls real-time data from Data 360.
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See how a sales executive uses Agentforce to extract and validate documents, prefill applications, check policy compliance, and flag risks - all in a few minutes.
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See how a credit manager uses Agentforce to build risk profiles, generate tele-verification questions, and query files conversationally.
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See how Agentforce pre-validates operations checklists and flags discrepancies to sales upfront, letting operations work on an exception basis.
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Leading brands achieve success with the #1 AI CRM for Financial Services.
Customers win. Analysts recognise. Salesforce delivers.
Customers voted us #1 2026 financial services product on G2
Insurance Customer Experience Platform Leader in the 2026 IDC Marketscape
BCU handles escalated cases 27% faster with Agentforce
Financial services institutions increase revenue and spend more time with customers when they use Salesforce
35
%
Increase in revenue due to Salesforce’s AI*
75
%
Agree staff are spending more face time with customers*
98
%
Achieved positive ROI*
*Salesforce 2026 Customer Success Metrics
Our purpose-built products take financial services firms further
Discover the power of the world’s #1 agentic CRM for financial services
Become an agentic enterprise in financial services with the world’s #1 agentic CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer so you can personalise customer engagement using purpose-built automation with industry-specific AI.
Your path to becoming an Agentic Enterprise in financial services starts here
Agents fail in production because firms lack the architecture to trust, govern, and scale them. Salesforce built five interconnected systems so financial services firms can move from experimentation to execution.
System of engagement
Agents and teams align to get things done with Slack
Connect experiences across channels — seamless engagement, whether it’s human, AI, or both.
System of insight
Turn data visualisations into actionable understanding with Tableau
Activate bankers and advisers with governed intelligence from complex financial data.
System of agency
Agentforce builds, governs, and scales proactive, autonomous AI agents
Employ AI agents that reason, decide, and act on your behalf — with compliance built in.
System of work
Financial Services Cloud is the operational backbone of the agentic enterprise
Financial workflows, compliance rules, and approvals built in — so agents work the way you do.
System of context
Data 360 unites and governs data across the enterprise
Bring together all client data across financial services systems into one trusted foundation.
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 agentic 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 agentic platform.
Wealth and Asset Management
Order Management
Unify client and market data with a single, agentic 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, agentic platform.
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
With Tableau, we’ve been able to identify and track patterns to measure and possibly recommend insights to improve success rates – because now we catch the problem before the customer feels their impact.
Dhiraj NaikHead of Analytics, Razorpay
Scale trusted AI across your entire firm
Learn how AI agents complete multi-step tasks just like a skilled associate would.
See what’s new in the financial services industry
Keep up with the latest financial services trends, insights, and conversations
Guide
The Financial Services Playbook for Effective Data Maturity
Report
Discover the State of Marketing Financial Services Edition
Guide
Why General-Purpose AI Fails Financial Services
Guide
How Agentic AI Will Change the Way Financial Institutions Work
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.
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.
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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 reuse 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-customised 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.
