Explore key benefits of Financial Services Cloud.
Build Trusted Relationships
From opening new accounts to issuing new policies, understand each customer’s financial needs, discover new connections, and make each interaction personal.
Accelerate Digital Innovation
Quickly deploy end to end omni-channel experiences, personalized for today’s financial services customers and employees.
Drive Compliant Automation
Eliminate repetitive tasks and orchestrate complex regulatory workflows to drive efficiency and cost take-out.
Financial Services Cloud Pricing.
Starter — Enterprise Edition
Starter — Enterprise Edition
Market-leading CRM with purpose-built functionality for financial services firms.
$
225
USD/user/month*
(billed annually)
(billed annually)
Starter — Unlimited Edition
Starter — Unlimited Edition
Deeply customizable CRM, purpose-built for financial services firms.
$
375
USD/user/month*
(billed annually)
(billed annually)
Growth — Enterprise Edition
Growth — Enterprise Edition
Market-leading CRM built for financial services with more features to deepen client relationships.
$
300
USD/user/month*
(billed annually)
(billed annually)
Growth — Unlimited Edition
Growth — Unlimited Edition
Highly customizable CRM for financial services with more features to deepen client relationships.
$
450
USD/user/month*
(billed annually)
(billed annually)
* This edition requires an annual contract.
* Financial Services Cloud - Growth is also available in Professional Edition for $175 USD/user/month. Contact us for more details.
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.
Explore resources for financial services.

WEBINAR
Reinvent the financial services contact center.

ARTICLE
Modernize the financial advisor onboarding experience.
