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Drive customer growth and loyalty in financial services with Data + AI + CRM + Trust.
Revenue Gain
Accelerate growth with trusted relationships
Make every customer interaction productive when you empower your front-office to discover and surface key insights about their customers and their financial needs.
Modern Onboarding
Simplify customer onboarding
Streamline one of the most complex processes in financial services while making a great first impression with your customers.
Service Innovation
Scale service that customers will love
Reduce the cost-to-serve with automation and personalize every interaction with AI-driven insights.
Actionable Data
Personalized financial engagement at scale
Improve customer loyalty and retention with personalized experiences powered by real-time financial data.
Explore key benefits of Financial Services Cloud.
Increase business agility with automation
Improve efficiency and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows.
Integrate with core banking and insurance platforms
Connect financial, transaction, and CRM data using a range of prebuilt-to-custom accelerators that scale for high volume.
Reduce risk with built-in regulatory compliance
Innovate with confidence across the customer lifecyle with best practice solutions for Data Privacy and Know Your Customer
Financial Services Cloud Pricing
Finanical Services Cloud - Sales
Finanical Services Cloud - Sales
Drive front-office productivity with a single space to grow trusted relationships.
Starting at
$
300
USD/user/month*
(billed annually)
(billed annually)
Financial Services Cloud - Service
Financial Services Cloud - Service
Everything needed to provide service that customers love, at scale
Starting at
$
300
USD/user/month*
(billed annually)
(billed annually)
Finanical Services Cloud - Sales and Service
Finanical Services Cloud - Sales and Service
Grow revenue with trusted relationships and provide scalable customer service
Starting at
$
325
USD/user/month*
(billed annually)
(billed annually)
* This edition requires an annual contract.
* Above pricing is for Enterprise Edition. Unlimited Edition is available for Sales, Service and Sales & Service for $475 USD/user/month, $475 USD/user/month and $500 USD/user/month respectively.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
See how the Royal Bank of Canada transformed advisor productivity.
Check out the Winter ‘24 Release
Increase agility with highly configurable, out-of-the-box functionality in Financial Services Cloud.
See why Salesforce was named a leader in The Forrester Wave™: Financial Services CRM, Q3 2023.
Explore resources for financial services.
WEBINAR
Learn How to Build Your Data Strategy with New Winter '24 Innovations
Webinar
Critical Journeys Making it Real Part 1: Integrated Customer Onboarding
