salesforce-financial-services-cloud
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Overview
Tagline Brand's website · 2026-10-04
An industry-specific, AI-powered CRM platform built on the Salesforce ecosystem, offering a comprehensive 360-degree view of the customer, specialized workflows for sales and service in financial institutions, and integrated compliance tools.
Description Brand's website · 2026-10-04
Salesforce Financial Services Cloud is a comprehensive, AI-powered customer relationship management (CRM) platform designed specifically for the financial services industry. It provides industry-specific solutions for banking, wealth management, and insurance, aiming to personalize customer engagement, streamline operations, enhance sales and service, and ensure compliance.
Offerings
Core capabilities Brand's website · 2026-10-04
- Financial Services Cloud for Sales
- Financial Services Cloud for Service
- Financial Services Cloud Agentforce 1 Sales
- Financial Services Cloud Agentforce 1 Service
- Digital Origination
- Collections and Financial Recovery
- Digital Insurance
- Process Compliance Navigator
- Agentforce for Financial Services
- Intelligence for Financial Services Cloud.
Pricing Brand's website · 2026-10-04
Subscription-based, per user per month (e.g., starting at $325 USD/User/Month for Enterprise Edition, $750 USD/User/Month for Agentforce 1 Editions), typically billed annually, with tiered editions (Enterprise, Unlimited, Agentforce 1).
Audience
Target industry Brand's website · 2026-10-04
Banks, Credit Unions, Wealth Management Firms, Insurance Companies (P&C, Life & Annuities), Insurance Brokerages, and other financial institutions.
Landscape
Competitors Brand's website · 2026-10-04
- Pega Systems
- Microsoft Dynamics 365 for Financial Services
- Oracle Financial Services
- SAP for Banking
- Temenos
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