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Salesforce for Financial Services
Become an agentic enterprise and grow revenue with the #1 Agentic CRM for financial services
Imagine brokers, producers, advisors, bankers, and service teams working alongside AI to proactively solve problems. Our financial services software unites data, agentic AI, and insights to unlock unprecedented growth and lasting customer loyalty.
Leading brands achieve success with the #1 AI CRM for Financial Services.
AI agents that reason, decide, and act on your behalf — with compliance built in
Agents fail in production because firms lack the architecture to trust, govern, and scale them. Salesforce built five interconnected systems so financial services firms can move from experimentation to execution.
System of engagement
Agents and teams align to get things done with Slack
Connect experiences across channels — seamless engagement, whether it’s human, AI, or both.
System of insight
Turn data visualisations into actionable understanding with Tableau
Activate bankers and advisers with governed intelligence from complex financial data.
System of agency
Agentforce builds, governs, and scales proactive, autonomous AI agents
Employ AI agents that reason, decide, and act on your behalf — with compliance built in.
System of work
Financial Services Cloud is the operational backbone of the agentic enterprise
Financial workflows, compliance rules, and approvals built in — so agents work the way you do.
System of context
Data 360 unites and governs data across the enterprise
Bring together all client data across financial services systems into one trusted foundation.
Our purpose-built products take financial services firms further
Product
Discover the power of the world’s #1 agentic CRM for financial services
Become an agentic enterprise in financial services with the world’s #1 agentic CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer so you can personalise customer engagement using purpose-built automation with industry-specific AI.
Proof that growth is limitless as an agentic enterprise
3.2B
financial accounts powered by Financial Services Cloud*
Salesforce powers financial accounts across the globe.
97
%
achieve positive ROI*
Financial institutions experience transformative gains with Salesforce.
30
%
increase in productivity due to generative or agentic AI*
Financial services organisations report significant business impact with AI.
*2025 Salesforce Success Metrics Industry Highlights. Data is aggregated from 230 customers across 9 countries.
Achieve goals and drive growth as an agentic enterprise in these industries
Banking
Commercial Banking
Empower bankers with AI and automation that accelerates growth and deepens relationships. Scale operations, streamline onboarding, and deliver better client service.
Credit Unions and Community Banks
Enable credit unions and community banks to grow revenue while delivering exceptional service to their members and customers across all channels.
Mortgage and Lending
Delight borrowers and drive growth by transforming the lending experience with AI and unified data. Deliver consistent, digital‑first experiences that reduce friction, accelerate time to funding, and drive long‑term relationships.
Retail Banking
Scale your workforce, minimise costs, and deliver the personalised experiences members and customers expect across every channel.
Insurance
Agencies and Brokerages
Empower insurance agencies and brokerages with an agentic platform uniquely engineered to unify data, automate complex workflows, and personalise client engagement for accelerated revenue growth.
Group Benefits
Unify plan design, enrolment, and renewals on one AI-driven platform purpose-built for the benefits industry.
Life and Annuity
Simplify life insurance workflows and show up in the moments that matter by integrating siloed data into a unified platform.
Property and Casualty
Retain policyholders, grow your book of business, and drive profitable growth on one deeply unified agentic platform.
Wealth and Asset Management
Order Management
Unify client and market data with a single, agentic platform to elevate distribution productivity, reduce operational costs, and deliver personalised service at scale.
Lead Management
Build lasting client trust and fuel adviser productivity by delivering personalised, data-driven financial advice and automated experiences on a single, agentic platform.
Get the most out of Financial Services software and data with thousands of partner apps and experts.
Our powerhouse partners extend the impact of Salesforce for Financial Servicessoftware.
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
Scale Trusted AI Across Your Entire Firm
Learn how AI agents complete multi-step tasks just like a skilled associate would.
See what’s new in the financial services industry
Keep up with the latest financial services trends, insights, and conversations
Trusted AI for financial services
Agentforce for Financial Services offers the essential building blocks for wealth management, banking, and insurance organisations to deploy trusted AI solutions powered by your data, personalised for your customers. Stay competitive as an agentic enterprise by combining data-driven intelligence with real-time autonomy.
Check out the Summer ’26 Release
Discover new Agentforce templates and product enhancements to drive efficiencies and personalise customer engagement in financial services.
Dreamforce | 15 - 17 September
Keynotes, product launches, sessions, trainings, and real connections, all designed to move your business forward as an Agentic Financial Services Enterprise.
Ready to take the next step with the world’s #1 Agentic CRM for Financial Services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
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Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Salesforce for Financial Services FAQs
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 personalisation 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, personalised financial engagement, underwriting and claims processing, to name a few.
Financial institutions across the globe utilise 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 reuse 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-customised 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 personalise customer engagements, scale service interactions, or streamline your onboarding experience. Salesforce Financial Services Cloud has a variety of editions you can customise 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 personalisation and more.
