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
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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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132 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.
Jennifer C.
Great for data integration
Reviewed on Oct 07, 2025
Review provided by G2
What do you like best about the product?
It supports a lot of methods for integration with existing systems, including 3rd party tools and APIs which allows personalization and tailoring to specific needs and processes.
What do you dislike about the product?
Since it allows personalization and tailoring these features and customization options can make the initial setup and configuration process challenging and time-consuming. It also can be quite expensive because deeper integrations can lead to hiring third party developers
What problems is the product solving and how is that benefiting you?
As a BPO client service manager, we use salesforce to manage customers interactions/information/payment history/contracts etc. Also is great for data analytics to provide insights on customer's behaviors to enable data-driven decisions.
Alison A.
Most organized and convenient app
Reviewed on Oct 02, 2025
Review provided by G2
What do you like best about the product?
Salesforce provided me with an easy to navigate database, operates efficiently without performance degradation. User-friendly design allows quick access to key features, a wide range of capabilities within the site that allows every record to be easily created, located, and updated.
What do you dislike about the product?
I have noting bad to say; no complaints about salesforce ,since I never had a negative experience with it. It remains my preferred site when using database systems. I have had three different work experiences and it has performed flawlessly in every single one of them.
What problems is the product solving and how is that benefiting you?
It minimizes the need for different systems, integrating any necessary fields in one app, allowing you to organize and access data as necessary. The search tool accelerates the process of problem solving client issues or even internal communication.
Consumer Services
A powerful CRM tailored for financial services with strong customization
Reviewed on Sep 30, 2025
Review provided by G2
What do you like best about the product?
The platform provides a 360-degree view of clients, which makes it easy to track interactions, manage financial accounts, and personalize engagement. Its integration with other Salesforce tools and third-party applications is seamless, and the dashboards help visualize complex financial data clearly.
What do you dislike about the product?
The biggest challenge is the complexity of setup and customization—while it’s powerful, the initial implementation often requires significant consulting support, which can be expensive. The learning curve can feel steep for new users, and performance sometimes slows when handling large volumes of data. Licensing costs are also higher compared to some alternatives, making it less accessible for smaller firms.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps consolidate client data from multiple systems into a single platform, giving a complete 360-degree view of each client. This eliminates the inefficiencies of switching between different tools and spreadsheets. It also improves collaboration across teams by centralizing notes, documents, and communication history. With relationship mapping, it solves the problem of disconnected client and household data, making it easier to identify cross-selling and upselling opportunities. Automated workflows reduce repetitive manual tasks, which saves time and lowers the chance of errors. Overall, it enhances client service, strengthens compliance tracking, and increases efficiency, allowing teams to focus more on relationship building instead of administrative work.
Oscar E.
Great UI, very interactive
Reviewed on Sep 24, 2025
Review provided by G2
What do you like best about the product?
The UI is great. If you have used Salesforce you will be familiar with some tool, colors, options. It has much much better interface than most fin services software. It feels modern and easy to use.
What do you dislike about the product?
If you have not used Salesforce before you might have some hard time understanding it. Additionally, some of the same issues in Salesforce happen in Salesforce Fin Services Cloud such as the inability to communicate between tables and sources, and reporting is limited,
What problems is the product solving and how is that benefiting you?
It is very useful if you already have Salesforce, since it connects nicely with the CRM part of the software. The alert system is great. And it is useful to have contacts, relationships, accounts and financials in the platform.
Financial Services
Makes work smoother but takes some getting used to
Reviewed on Sep 23, 2025
Review provided by G2
What do you like best about the product?
I’ve been using Salesforce Financial Services Cloud for a while now, and overall it’s been really helpful in keeping everything organized. I like how it puts client info, interactions, and tasks all in one place—it makes it easier to follow up and stay on top of things without digging through multiple tools.
That said, it’s not the most “plug and play” software. There’s definitely a learning curve at first, and sometimes it feels like there are too many features packed in. Once you figure out your flow though, it really does make daily work a lot smoother.
If you’re in financial services and want something that centralizes your client management, I’d say Salesforce is worth the investment—it just takes some patience to really get comfortable with it.
That said, it’s not the most “plug and play” software. There’s definitely a learning curve at first, and sometimes it feels like there are too many features packed in. Once you figure out your flow though, it really does make daily work a lot smoother.
If you’re in financial services and want something that centralizes your client management, I’d say Salesforce is worth the investment—it just takes some patience to really get comfortable with it.
What do you dislike about the product?
One of the biggest downsides is how overwhelming it can feel at first. There are so many menus and features that it’s easy to get lost if you don’t know exactly where to click. Sometimes I spend more time figuring out the system than actually doing the task. It can also run a bit slow when there’s a lot going on, which gets frustrating in a busy day. Overall it works, but I wish the layout was a little more straightforward and beginner-friendly.
What problems is the product solving and how is that benefiting you?
It helps me keep track of all client details, interactions, and follow-ups in one place, so I’m not bouncing between spreadsheets or notes. The organization makes it easier to remember where each client is in the process and makes communication feel smoother. It also helps reduce mistakes since everything is logged and easy to reference. Overall, it saves time and keeps me more consistent with follow-ups.