Salesforce For Financial Services

Secure customers for life with Salesforce for financial services.

Finance firms need a robust customer relationship management (CRM) solution. Go from service provider to trusted partner with Salesforce’s single, connected platform.

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Improve productivity and reduce costs by automating with Customer 360 for Financial Services.



Be the bank your customers trust.

You can focus on customer needs and financial wellness with Salesforce. Our tools will help your employees provide seamless multi-channel experiences. We support all banks including mortgage and lending providers, retail, commercial, community, and corporate and investment banks, and credit unions.


Deliver customer-centric insurance experiences.

Salesforce can help you create omni-channel experiences, increase agility, and automate processes. You can use our tools to quote and issue insurance policies, carry out service requests, and adjudicate claims. Discover our solutions for property and casualty, life and annuity, group benefits, agencies, and brokerages.


Build better customer relationships.

Want to deliver the memorable and personalised experiences that clients expect? Salesforce's wealth and asset management solutions can support you to offer proactive advice, goal-based planning, and strategic opportunities — all from one single, connected platform.


At the heart of FinTech.

Enhance your connection with customers and the wider digital environment across your lifecycle of activity. With Salesforce’s Financial Services Cloud, you can scale globally, personalise experiences, and support embedded finance.

“With Salesforce, we can accelerate our digital ambitions and continue to provide the financial services that corporates and SMEs need to prosper.”

Jonathan Holman, Head Of Digital Transformation, Corporate & Commercial Banking | Santander UK


Frequently Asked Questions.


What is CRM in finance?

CRM stands for customer relationship management. A CRM for financial services is more than financial software. It’s a system of engagement designed to help you manage and improve your client and customer relationships. 

How does Salesforce work for firms in financial services?

Our financial cloud platform connects every layer of your data and tech stack. It gives you a 360-degree view of each customer, helping you increase loyalty, build on your existing datasets, create AI-powered apps, and transform customer experiences – with clicks, not code.

Which Salesforce products work best for firms in financial services?

Financial Services Cloud is our world-leading customer engagement platform, reimagined for financial services. It’s the natural starting point for insurance, banking and wealth management firms.

Ready to learn more about financial services solutions?