Accelerate transformation with Financial Services Cloud.

Accelerate transformation with Financial Services Cloud.

Unite your teams with a single, flexible platform that puts the customer at the centre. Make smarter client decisions and get access to better customer insights.

Build customer trust throughout the financial wellness journey.


Win more deal mandates with client insights and built-in compliance.

Empower senior bankers, analysts, compliance managers, and group heads to drive deeper client relationships. Manage pipelines, collaborate efficiently across deal teams, leverage internal and third-party data, and ensure information is shared with the right people at the right time.

Be the bank your customers trust.

Evolve your banking operations to focus on customer needs and financial wellness. Empower employees to provide seamless experiences across channels.

Deliver customer-centric insurance experiences.

Embrace the industry’s digital imperative with omni-channel engagement, agile product innovation, and automated processes. Quote and issue policies, transact service requests, and adjudicate claims all from a single cloud platform.
The “Trends in Financial Services” report includes the latest insights from 2,700 global leaders on building a foundation for long-term success.

Build better relationships with a customer-centric approach.

Deliver the memorable and personalised experiences clients expect. Offer proactive advice, goal-based planning, strategic opportunities, and guidance all from a single, connected platform.

Lend confidence to every big financial decision.

Streamline the loan application process across all systems and channels. Deepen borrower relationships with a complete view of their finances, and inspire trust with an approach built for open collaboration.



Salesforce Financial services are trusted by industry-leading companies


Explore the advantages of Salesforce for Financial Services.