FINANCIAL SERVICES

Financial Services Cloud

Delight customers with personalized, digital-first experiences across the front, middle, and back office.
  • Build trust with personalized interactions
  • Automate processes with no or low code
  • Simplify service and eliminate wait times
  • Optimize performance with actionable insights
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Boost efficiency and your bottom line with industry-specific innovations.

 

BANKING

Engage customers with personalized, unified experiences.

Connect every customer experience on any channel, and unite teams across the bank with a single, shared view of customer data and insights.
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INSURANCE

Put customers at the center of every experience.

Help agents sell with automation and AI-embedded insights, 
and offer accelerated onboarding and claims processing.
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WEALTH AND ASSET MANAGEMENT

Improve advisor productivity to focus more on client needs.

Deepen fiduciary relationships, increase productivity, and manage your book of business more efficiently with a single connected and compliant platform.
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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

Market-leading CRM with purpose-built functionality for financial services firms.
$ 225
USD/user/month*
(billed annually)

Starter — Unlimited Edition

Deeply customizable CRM, purpose-built for financial services firms.
$ 375
USD/user/month*
(billed annually)

Growth — Enterprise Edition

Market-leading CRM built for financial services with more features to deepen client relationships.
$ 300
USD/user/month*
(billed annually)

Growth — Unlimited Edition

Highly customizable CRM for financial services with more features to deepen client relationships.
$ 450
USD/user/month*
(billed annually)
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* 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.

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Explore resources for financial services.

 

WEBINAR

Reinvent the financial services contact center.

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Modernize the financial advisor onboarding experience

ARTICLE

Modernize the financial advisor onboarding experience.

READ THE ARTICLE

WEBINAR

How Salesforce and IVANS deliver automated underwriting solutions

WATCH THE WEBINAR
 
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