Imagine if brokers, producers, advisors, bankers, and service teams worked alongside AI to proactively connect with customers and truly solve their problems. That’s the power of becoming an agentic enterprise, and it’s how you’ll unlock unprecedented growth and lasting customer loyalty.
*2025 Salesforce Success Metrics Industry Highlights. Data is aggregated from 230 customers across 9 countries.
Financial Services AI offers the essential building blocks for wealth management, banking, and insurance organizations to deploy trusted AI solutions powered by your data, personalized for your customers.
Optimize collections processes and increase the rate of financial recovery in lending with borrower insights, automation, and AI.
Harmonize core insurance processes with modern digital engagement, unified customer data, and trusted, intelligent automation on a single platform for insurers and Managing General Agents (MGAs).
Equip your financial institution with Agentforce - AI agents that possess deep industry expertise to automate tasks, optimize processes, and deliver superior customer experiences in banking, insurance, and wealth and asset management.
Visit Salesforce+ to hear from global financial services brands and experts who share how they grow revenue with data and trusted AI to create lifetime customer loyalty and success using Agentforce for Financial Services Cloud.
Reduce customer wait times & connect fast. Agentforce Banking Service Assistance can now handle routine inquiries instantly, reducing call volumes and freeing up human agents for more complex interactions.
Automate routine tasks & reduce wait times. Agentforce Insurance Service Assistance reduces hold times and improves first-call resolution with purpose-built AI for Insurance. By augmenting insurance CSRs with secure, AI-powered policyholder & quote summaries, enhance customer interactions and boost productivity.
Too much time on administrative work, not enough on growth? With the Agentforce Relationship Assistance for Banking, the process is streamlined, automatically creating agendas, summarizing meetings, and ensuring follow-up for efficient client engagement.
Make meeting preparation effortless. Agentforce Financial Advisor Assistance automates meeting preparation so financial advisors show up with a 360 view of their clients ready to build stronger relationships.
Increase collections while enhancing customer relationships. Agentforce Collections Assistance streamlines recovery processes with digital workers efficiently guiding human agents through routine processes allowing them to spend more time on complex interactions.
Deliver instant loan guidance and stop application drop-off. With Agentforce for Financial Services, digital agents guide borrowers through loan product discovery by answering questions about loans, sharing interest rate and fee details, and comparing offerings, so lenders can deliver personalized experiences that boost loan volume.
Explore a complete portfolio of best-in-class apps and financial services software, purpose-built for the industry.
Automate service engagements across digital and in-person experiences.
Deliver a frictionless experience and make a great first impression.
Empower financial success with actionable financial goals powered by data and AI.
Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Unlock data and insights to build customer trust and increase employee productivity with Financial Services Cloud – a single, connected financial services AI CRM.
Connect producers and account managers on a flexible, client-centric platform designed for you to build upon.
Harmonize core insurance processes with modern digital engagement, unified customer data, and trusted, intelligent automation.
From point of sale to origination - simplify lending on a flexible, customer centered platform.
Deliver connected and personalized experiences to customers with automation.
Customize experiences and simplify onboarding to strengthen relationships, generate referrals, and scale fast.
Create operational efficiency and simplify the experience for borrowers by bringing the entire lending lifecycle online.
Deepen relationships and create operational efficiency with differentiated insights and compliant deal management.
Enable credit unions and community banks to grow revenue while delivering exceptional service to their members and customers across all channels
Put policyholders first and deploy faster with interactions designed to help you stay ahead in increasingly digitized markets.
Deliver success now by empowering your agency or brokerage with digital-first technology, unified insights, and automated workflows.
Connect with customers and give them the support they need without complicated software or distractions.
Manage the entire benefits lifecycle by connecting your teams, reducing unnecessary steps, and scaling fast.
Modernize client engagement, increase client satisfaction, and fuel advisor productivity by delivering automated, data-driven experiences on an integrated platform.
Deliver a unified experience, scale sales team productivity, reduce costs, and automate service experiences for clients.
We surveyed 9,500 financial services consumers worldwide to discover how they evaluate their institutions’ digital experiences and understand the standard of engagement in the agentic AI era.
From support, expert guidance, and resources to our partners on AppExchange, the Success Ecosystem is here to help you unlock the full power of your investment.
Our powerhouse partners extend the impact of Salesforce for financial services software.
Agentforce is going to allow us to give our teams superpowers. We can automate back-end work, allowing employees to focus on what matters most — keeping customer promises and driving profitable growth.
Bob BastianChief Information and Technology Officer for Global Retirement and Insurance, Prudential
Try Financial Services Cloud free for 30 days. No credit card. No installations.
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Learn how Salesforce for financial services empowers customers' financial success.
With Salesforce for financial services, financial firms can achieve lifetime value with their customers. Financial services software makes it easier to grow and maintain trusted relationships, drive personalization at scale, and reduce their cost to serve.
Salesforce offers a complete portfolio of best-in-class business apps that are purpose-built for financial services institutions. Our solutions address sales, service, marketing, and data needs for customer satisfaction goals, client onboarding, personalized financial engagement, underwriting, and claims processing, to name a few.
Financial institutions across the globe utilize varying financial services software in the Customer 360 suite of applications, including Financial Services Cloud, Data 360, MuleSoft, Sales Cloud, Service Cloud, Marketing Cloud, Tableau, and Slack.
Users can improve efficiency and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows. Additionally, use financial services software to connect financial, transaction, and CRM data using a range of prebuilt-to-custom accelerators that scale for high volume.
Choose the financial services product that's right for you by evaluating the individual needs of your business. Consider if you need to personalize customer engagements, scale service interactions, or streamline your onboarding experience. Salesforce Financial Services Cloud has a variety of editions you can customize to your business needs. See details here.
Automation and AI are improving experiences for financial services firms across data, sales, marketing, and service use cases. AI in banking, insurance and wealth provides time-saving opportunities that improve the customer experience, discover opportunities faster, scale personalization and more.
