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Financial Services

Financial Services Cloud

Reimagine the future of personalized financial services

  • Purpose-built for Banking, Wealth Management, and Insurance
  • Flexible low-code platform built for agility
  • Built on the #1 AI CRM

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

Market-leading CRM with purpose-built functionality for financial services firms.
$ 250
(billed annually)

Starter — Unlimited Edition

Deeply customizable CRM, purpose-built for financial services firms.
$ 425
(billed annually)

Growth — Enterprise Edition

Market-leading CRM built for financial services with more features to deepen client relationships.
$ 325
(billed annually)

Growth — Unlimited Edition

Highly customizable CRM for financial services with more features to deepen client relationships.
$ 500
(billed annually)

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.