Salesforce Financial Services Cloud
Financial services CRM software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$325 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Information technology and software
- Media and communications
- Professional services (engineering, legal, consulting, etc.)
What is Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is an industry-focused CRM application built on the Salesforce platform for banks, insurers, and wealth and asset management firms. It centralizes client and household data, relationship hierarchies, and interaction history to support sales, service, and advisory workflows. The product includes financial-services-specific data models and features such as householding, relationship mapping, and industry process templates, and it integrates with other Salesforce clouds and third-party systems via APIs.
Industry-specific data model
It provides financial-services-oriented objects and relationship structures (for example, households and related parties) that reduce the need to build these models from scratch. This supports common use cases such as advisor-client relationship management and service case handling across accounts. The approach is typically more structured than general-purpose CRMs used in adjacent segments.
Broad platform and ecosystem
It runs on the Salesforce platform, enabling configuration, automation, and extensibility through native tools and APIs. Organizations can connect the CRM to core banking, policy administration, portfolio, and data warehouse systems using integration tooling and partners. The surrounding marketplace and partner ecosystem can shorten time to add adjacent capabilities compared with smaller, single-vendor tools.
Workflow automation and analytics
It supports process automation for onboarding, service requests, and sales activities using Salesforce workflow and orchestration capabilities. Reporting and dashboards can consolidate pipeline, service performance, and relationship coverage metrics in one environment. This can help standardize operating processes across teams and regions when deployed with consistent governance.
Complex implementation and governance
Deployments often require significant solution design, data modeling decisions, and integration work to align with existing financial systems. Ongoing administration typically needs dedicated CRM and platform expertise to manage configuration, releases, and data quality. For smaller teams, this can be heavier than simpler, out-of-the-box financial CRM products.
Total cost can be high
Licensing commonly involves multiple Salesforce products and add-ons depending on required functionality (for example, analytics, integration, or digital engagement). Implementation services, customization, and long-term administration can materially increase total cost of ownership. Budgeting is more complex than with narrowly scoped CRM tools.
Customization can create lock-in
Organizations frequently tailor objects, automations, and integrations to match internal processes, which can make future changes and migrations more difficult. Heavy customization can also increase testing and regression risk during platform upgrades. Maintaining a clean architecture and limiting bespoke development requires strong governance.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Financial Services Cloud — Sales Enterprise | $325 per user/month (billed annually) | Industry-specific data models using Sales Cloud Enterprise Edition as a foundation; actionable segmentation; financial goals & plans. |
| Financial Services Cloud — Sales Unlimited | $500 per user/month (billed annually) | Built on Sales Cloud Unlimited Edition (more predictive AI); additional automation capacity; Premier Success Plan and Full Sandbox. |
| Financial Services Cloud — Service Enterprise | $325 per user/month (billed annually) | Industry-specific workflows using Service Cloud Enterprise Edition as a foundation; CSR console; Service Process Studio. |
| Financial Services Cloud — Service Unlimited | $500 per user/month (billed annually) | Built on Service Cloud Unlimited Edition (AI, chat, 24/7 support); additional automation capacity; Premier Success Plan and Full Sandbox. |
| Financial Services Cloud — Sales & Service Enterprise | $350 per user/month (billed annually) | Combined sales + service industry data models and workflows; Service Process Studio; financial goals & plans. |
| Financial Services Cloud — Sales & Service Unlimited | $525 per user/month (billed annually) | Built on Unlimited editions for expanded AI/chat capabilities; additional automation; Premier Success Plan and Full Sandbox. |
| Financial Services Cloud Agentforce 1 — Sales | $750 per user/month (billed annually) | Agentforce capabilities for bankers/advisors (performance management, scheduler, Slack collaboration); connects Data Cloud & FS Cloud Intelligence; Flex Credits. |
| Financial Services Cloud Agentforce 1 — Service | $750 per user/month (billed annually) | Agentforce for service/contact centers (digital engagement, scheduler, Slack collaboration); connects Data Cloud & FS Cloud Intelligence; Flex Credits. |
| Insurance Brokerage add-on SKU | $0 add-on SKU with Financial Services Cloud | Insurance-brokerage specific data models & workflows (note: listed as $0 add-on SKU on vendor pricing page). |
| Digital Insurance (product) | Starting at $180,000 USD/org/year (billed annually) | End-to-end digital quoting and policy management (enterprise org-level product). |
Seller details
Salesforce, Inc.
San Francisco, CA, USA
1999
Public
https://www.salesforce.com/
https://x.com/salesforce
https://www.linkedin.com/company/salesforce/
