Sold by: Salesforce, Inc.
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
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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
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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
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180 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.
Alex M.
Great Prepackaged Solutions, But Some Features Feel Unfinished
Reviewed on Oct 30, 2025
Review provided by G2
What do you like best about the product?
Salesforce Financial Services Cloud is nice because it is a prepackaged set of solutions applicable to banks, credit unions, wealth management organizations and other financial institutions. This is nice because companies do not need to recreate the wheel.
What do you dislike about the product?
I think householding and lead mapping can be cumbersome when converting leads to opportunities. There is a frustrating number of half baked features like interest tags.
What problems is the product solving and how is that benefiting you?
Knowing your customer. Being able to easily see all financial accounts and customer details and rolling them up to create meaningful insights is very useful for upselling as well as identifying risks.
Health, Wellness and Fitness
A Powerful but Complex CRM for Financial Institutions
Reviewed on Oct 29, 2025
Review provided by G2
What do you like best about the product?
Client engagement, workflow automation and
purpose‐built data model for financial services.
Enhance customer relationships and improve operational efficiency.
purpose‐built data model for financial services.
Enhance customer relationships and improve operational efficiency.
What do you dislike about the product?
Complexity of setup & customization, the licensing price is relatively high. The platform’s navigation and user-friendliness could be better. System can be slow when dealing with high volumes of data.
What problems is the product solving and how is that benefiting you?
One issue that FSC is resolving is fragmented Client Data Across Systems. FSC unifies client information such as accounts, households, financial goals, interactions, into one central platform.
Zain B.
Efficiency Boost with Complex Setup Challenges
Reviewed on Oct 29, 2025
Review provided by G2
What do you like best about the product?
I find Salesforce Financial Services Cloud indispensable for centralizing customer data, which significantly streamlines and automates my processes. The software has been instrumental in enhancing my productivity, as it saves me a substantial amount of time and effort compared to using Google Sheets, ultimately improving my overall efficiency. One of the standout features I greatly appreciate is the Client 360 view, which offers a comprehensive overview of the customer’s complete journey, thus enhancing the decision-making process with better insights. Additionally, workflow automation is a powerful tool that reduces manual errors, enhancing the accuracy of our operations. The onboarding automation offered by Salesforce Financial Services Cloud has been a game-changer, saving several hours on a weekly basis and leading to improved daily operations. Overall, these features not only elevate productivity but also enhance client satisfaction, making me more inclined to choose Salesforce Financial Services Cloud again in the future.
What do you dislike about the product?
I find the Salesforce Financial Services Cloud to be somewhat complex, especially when setting it up and using features like the email campaign. Setting up a campaign to run a sequence was intricate, and receiving reports or analytics often takes one to two weeks, necessitating a call to customer support. This lengthy process is inconvenient. Also, the overall complexity and intricate customization options make it difficult to adapt quickly to our team's specific needs, which hinders ease of use and broader team adoption.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to centralize client data, automate processes, and gain insights, significantly improving productivity and customer satisfaction. It also streamlines onboarding and reduces manual errors, saving time and effort compared to Google Sheets.
Financial Services
Excellent reporting and Dashboards
Reviewed on Oct 29, 2025
Review provided by G2
What do you like best about the product?
Salesforce Financial Services Cloud stands out for its ability to unify client data across banking, wealth management, and insurance, enabling personalized, AI-driven engagement at scale. Salesforce also makes reporting and dashboard easy to read and now where I stand on my target as a sales person.
What do you dislike about the product?
The bugs, the errors, I feel like i have to reach out to our sales opps teams almost every time I do something on the platform. It takes time and energy to do that, and sometimes I forget what I was supposed to do. So definitely, it comes with a price.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps solve the challenge of fragmented client data by providing a unified, 360-degree view of each customer across banking, insurance, and wealth management. This enables teams to deliver more personalized service, streamline onboarding, and stay compliant with industry regulations. For me, it’s made client interactions more efficient and strategic — we can anticipate needs, track goals, and build stronger relationships with less manual effort.
Waqas F.
Powerful, Customizable Fintech Solution—Best for Large Enterprises Due to High Cost
Reviewed on Oct 28, 2025
Review provided by G2
What do you like best about the product?
Salesforce financial services is one of the most top tier solutions for in financial solutions as it gives a full overview of the customer's transactions, profiles and history in a single view window. It is not just the CRM but integrated with the most useful tools like Accounting and Payments which is integrated with the AI analytics and reporting. Being in Fintech industry, I often look for the customization I can do and offer within the product and Salesforce financial services does all as it is extremely easy to operate and work around the workflows.
What do you dislike about the product?
It extremely expensive as compare to the competitors and consultation fee is high as well. It has complex user interface because of the analytics and reporting. It is only beneficial to larger industries as for small companies it is too expensive to operate.
What problems is the product solving and how is that benefiting you?
If your data is scattered all over and in pieces, Salesforce Financial services could be the best solution to that. The ease of migrating data within a single console is one of the greatest issues solved by this solution.