Sold by: Salesforce, Inc.Â
Deployed on AWS
Financial Services Cloud increases productivity and lowers costs while delivering innovations and maximizing speed to value enabling you to grow trusted relationships. Accelerate your customer onboarding securely. Increase retention and loyalty with automation and AI powered service at scale. Deliver intelligent advice and insights to empower your customers financial success.
Overview
Financial Services Cloud accelerates business outcomes for Banks, Wealth Managers, and Insurers by providing tailored solutions that address the unique needs of each sector. Our solutions offer a holistic and integrated approach, seamlessly aligning technology from the Salesforce C360 now including Agentforce with industry specific processes.
Purpose built industry functionality and the capabilities of Sales Cloud and Service Cloud augmented with AI technology enable financial services firms to increase employee productivity, accelerate time to value, and deepen customer trust with every interaction. Instead of having to start with a generic Customer 360 that needs a lot of customization, Financial Services Cloud provides prebuilt applications and AI agents with user experiences, automation, and integration designed based on industry best practices.
For our Customers, this translates into:
- Data and insights consolidated from across functions to drive personalization and better decision making
- Increased operational efficiency through streamlined workflows and a unified view of the customer
- Agility to adapt quickly to regulatory changes and evolving compliance requirements
- A catalyst for innovation through faster adoption of emerging technologies like generative AI built on a foundation of trust and accuracy
- Simplified low & no-code integration patterns and reduced technical debt
Highlights
- Improve efficiency with automation and agility and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows
- Innovate with confidence across the customer lifecycle with built-in regulatory compliance and best practice solutions for Data Privacy and Know Your Customer
- Easily incorporate add-ons like Data Cloud and Marketing Cloud with seamless extensions unique to Financial Services, or capabilities from our partner ecosystem
Details
Unlock automation with AI agent solutions
Fast-track AI initiatives with agents, tools, and solutions from AWS Partners.
Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Custom pricing options
Pricing is based on your specific requirements and eligibility. Request a private offer to receive a custom quote. Sign in to view any offers that have been extended to you.
Legal
Content disclaimer
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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Customer reviews
0 ratings
0 AWS reviews
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121 external reviews
Star ratings include only reviews from verified AWS customers. External reviews can also include a star rating, but star ratings from external reviews are not averaged in with the AWS customer star ratings.
Consulting
Excellent in a sales consultant role
Reviewed on Aug 29, 2025
Review provided by G2
What do you like best about the product?
Salesforce was very easy to use and a well-structured CRM. Conducting follow-up was efficient and made easy. Customer information is sufficient and all tabs are helpful for keeping customers engaged
What do you dislike about the product?
The system did have issues loading on several occasions, with no warning. Mainly technical issues I would say. Also if a number in the system was not able to receive SMS, the failed message was hardly noticeable and no full notification was given in that tab!
What problems is the product solving and how is that benefiting you?
Maintaining a book of business and conducted daily follow ups with clients. Everything is centered in one place and easy to navigate. Integrationg with company systems is also seamless, allowing for more time effiency.
Daniel C.
Salesforce review
Reviewed on Aug 28, 2025
Review provided by G2
What do you like best about the product?
The visibility of the dashboard and being able to access everything so easily. Very easy to learn and provides everything that I need to be able to complete my job.
What do you dislike about the product?
I would say the thing I dislike the most about salesforce would be the ease of creating duplicate accounts. There should be some extra step in confirming the creation of an account if it detects the contact in the system already. It should also alert the other account owners.
What problems is the product solving and how is that benefiting you?
It is allowing me to be able to complete my job efficiently by having all of my accounts correctly organized and easily accessible with everything I need to be able to work them.
Almir B.
Efficient and Useful, Minor Glitches Resolved Quickly
Reviewed on Aug 23, 2025
Review provided by G2
What do you like best about the product?
I appreciate that the Salesforce Financial Services Cloud is a straightforward system and easy to learn. I love its multitasking capabilities, allowing me to juggle different websites and systems efficiently. I'm impressed by how it enables handling multiple phone calls and aiding clients seamlessly as a financial service representative.
What do you dislike about the product?
I found it difficult to learn the system initially, but over time, I was able to memorize and use it effectively. There were also a couple of bugs occasionally, which caused little issues, although they were fixed immediately.
What problems is the product solving and how is that benefiting you?
I find the product straightforward and easy to learn, enabling me to multitask efficiently, handle calls, and assist clients using various tools.
Shivansh T.
Powerfull CRM for financial Services
Reviewed on Aug 15, 2025
Review provided by G2
What do you like best about the product?
The platform offers robust client management tools, customizable dashboards, and seamless integration with other Salesforce products, making it easy to track client interactions and manage financial accounts efficiently.
What do you dislike about the product?
The system can be complex for new users, and initial setup/configuration requires time and training to fully leverage all features. The platform’s complexity requires significant training, and setup can be time-consuming before unlocking its full potential.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud centralizes client data, automates routine financial processes, enhances compliance tracking, and delivers real-time analytics. It reduces manual work, improves collaboration between teams, and ensures a personalized client experience. This leads to faster decision-making, better client relationships, and increased operational efficiency.
Blake R.
Easy system
Reviewed on Aug 14, 2025
Review provided by G2
What do you like best about the product?
It makes day to day operations a breeze, helps with organization and prioritization of specific functions. Salesforce is such a helpful tool not sure what we’d do without it.
What do you dislike about the product?
Some lag at times but for the most part I have experienced no issues in my time working with salesforce. I would only recommend more personalization but that also comes from the administration side
What problems is the product solving and how is that benefiting you?
With day to day operations and handling of leads sorting and scrubbing. Maintaining that front with very little issue. Making daily operations easier overall