Salesforce Launches Next Generation of Einstein AI Capabilities with Einstein Copilot for Financial Services. Learn More >
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.
Starter — Enterprise Edition
Starter — Enterprise Edition
Market-leading CRM with purpose-built functionality for financial services firms.
$
250
USD/user/month*
(billed annually)
(billed annually)
Starter — Unlimited Edition
Starter — Unlimited Edition
Deeply customizable CRM, purpose-built for financial services firms.
$
425
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.
$
325
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.
$
500
USD/user/month*
(billed annually)
(billed annually)
* This edition requires an annual contract.
* Financial Services Cloud - Growth is also available in Professional Edition for $165 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.
Check out the Summer ‘23 Release
Reimagine efficiency and time-to-value with prebuilt capabilities, ready to go in Financial Services Cloud.
Explore resources for financial services.
WEBINAR
Unlock More Value for Banks with Financial Services Cloud
Webinar
Critical Journeys Making it Real Part 1: Integrated Customer Onboarding
