Sold by: Salesforce, Inc.
Deployed on AWS
Agentforce Financial Services (formerly called Financial Services Cloud) helps financial institutions break free from disconnected systems and manual work to become an Agentic Enterprise. Our purpose-built, interoperable platform embeds AI agents directly into your ecosystem, collaborating with human teams and serving customers 24/7. Unlock limitless growth and anticipatory service with the peace of mind of uncompromising compliance that keeps your reputation safe and fines at bay.
4.3
Overview
In an industry paralyzed by fragmented data and disconnected systems, bankers and advisors are forced to spend 70% of their day on manual busywork rather than serving clients. Agentforce Financial Services breaks this cycle by transforming your organization into an Agentic Financial Services Enterprise. Built on the #1 AI CRM for Financial Services, our open and interoperable platform connects your legacy cores, silos, and third-party apps into a single, secure ecosystem.
We go beyond traditional CRM by embedding autonomous AI agents directly into the flow of work. These agents act as trusted digital teammates, collaborating with your human teams to automate complex tasks like meeting prep, transaction disputes, and regulatory reporting, while serving customers 24/7 with human-like experiences and accuracy. This allows your human teams to shift from reactive support to anticipatory service, using unified data to predict client needs and offer life-centric financial advice before problems arise.
Crucially, innovation never comes at the cost of safety. With compliance and trust at the heart of everything we build, we embed automated guardrails and audit trails into every interaction, ensuring that both human and AI agents operate with uncompromising compliance. Whether you are in Banking, Wealth Management, Insurance, or Lending, Agentforce Financial Services empowers you to eliminate friction, secure your reputation, and build the future of financial services today.
The Urgency of Now: Financial Services as Agentic Enterprises
Financial institutions are at a breaking point. Decades of layering point solutions and manual compliance have created a paralyzing maze. Today, advisors spend 70% of their time navigating disconnected screens and chasing data, leaving only a fraction for the client relationships that drive revenue. In an era of compressed margins, this inefficiency is an existential threat.
The technology has finally caught up to the ambition.
We have moved beyond passive chatbots into the era of the Agentic Enterprise. With Agentforce Financial Services, AI is no longer just summarizing data; it is performing work. These autonomous agents act as 24/7 teammates, handling the heavy lifting of meeting prep, transaction research, and regulatory reporting.
This shift enables a move from reactive support to anticipatory service. While competitors wait for the phone to ring, an Agentic Enterprise proactively analyzes liquidity signals and predicts life events to guide clients toward financial wellness.
Crucially, this speed is built on a foundation of uncompromising compliance. By embedding regulatory guardrails directly into the workflow, every interaction is secure and auditable by design.
The choice is clear: continue fighting the friction of legacy systems, or liberate your team. The future of financial services belongs to the Agentic Enterprise. The time to build it is now.
Highlights
- Prupose-built AI CRM for the Agentic Financial Services Enterprise. Unify your entire ecosystem on a purpose-built, interoperable platform designed for the unique needs of financial services.
- Move faster with financial services data models, workflows, and prebuilt AI agents. Eliminate frication so sellers can focus on deepening relationships.
- Activate data to deeply understand clients and hyperpersonalize every interaction. Deliver anticipatory service built on deep client understanding.
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Customer reviews
Marketing and Advertising
Purpose-Built CRM That Transforms Financial Services
Reviewed on Jan 06, 2026
Review provided by G2
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how purpose-built it is for complex financial relationships. Instead of forcing generic CRM objects to fit, FSC models households, accounts, and financial relationships in a way that mirrors how banks, insurers, and wealth firms actually sell and service. From a sales perspective, having a single, real-time view of the client—including products held, life events, and service history—makes conversations far more relevant and consultative. It also streamlines collaboration between sales, service, and advisory teams, which shortens deal cycles and improves client experience. The native automation, reporting, and integration with the broader Salesforce ecosystem allow teams to scale best practices without sacrificing personalization, which directly impacts pipeline quality and retention.
What do you dislike about the product?
While powerful, Salesforce Financial Services Cloud can feel overly complex. It often requires significant customization, admin support, and user training before teams see full value, which can slow adoption and time to ROI.
What problems is the product solving and how is that benefiting you?
It solves fragmented client data and manual processes by unifying financial relationships in one platform. This enables more relevant sales conversations, better forecasting, faster deal cycles, and stronger long-term client retention.
Luca G.
Intuitive and Scalable Solution with Powerful Analytics
Reviewed on Jan 06, 2026
Review provided by G2
What do you like best about the product?
I like how Salesforce Financial Services Cloud provides features that allow me to think deeper and evaluate different scenarios. The analytics feature helps me monitor possible forecasts and relative scenarios when I want to test a variable. It's also much more intuitive compared to the previous product, Mago4 from Zucchetti. The initial setup was really easy, taking only 4 to 5 hours.
What do you dislike about the product?
nothin in particular
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to solve storage shortcuts and provider issues. Its analytics feature helps me think deeper, evaluate scenarios, monitor forecasts, and report sales, suppliers, and providers effectively.
Arman A.
Effortless Compliance and Top-Tier Support
Reviewed on Jan 06, 2026
Review provided by G2
What do you like best about the product?
I really like the customer support of Salesforce Financial Services Cloud, which makes the initial setup super easy. The user interface is also something I enjoy.
What do you dislike about the product?
nothing
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to deepen client relationships and ensure regulatory compliance, as our previous system lacked transparency and compliance.
Dan S.
Intuitive Interface, Smooth Deal Management
Reviewed on Jan 06, 2026
Review provided by G2
What do you like best about the product?
I like that the UI of Salesforce Financial Services Cloud is easy to read and easy to navigate. Creating deals is simple, and the Kanban feature is a great way to organize what I'm working on. I also found the initial setup to be very easy.
What do you dislike about the product?
Sometimes logging in can be dodgy, but I'm not too sure if that's a company issue on my side.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud for quotes, managing, and project management.
William P.
Transforms Financial Services with Proactive, Personalized Engagement
Reviewed on Jan 05, 2026
Review provided by G2
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is that it’s designed around relationships and life events rather than just products and transactions, which makes it feel much more natural for financial services. It helps teams understand households, goals, and key moments in a customer’s life, so engagement becomes more proactive and advice-led instead of reactive. Combined with the wider Salesforce platform, it enables highly personalised, compliant experiences without heavy customisation, which accelerates time to value while still allowing flexibility.
What do you dislike about the product?
What I dislike about Salesforce Financial Services Cloud is that it can feel heavy and complex to implement, especially if the organisation isn’t mature in its data or processes. A lot of the value depends on good configuration and integration, and without that, teams may find it slower to adapt and more expensive than expected.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the problem of fragmented customer data and overly product-centric systems by giving a single, relationship-led view of clients, households, and goals. That benefits me by making customer conversations more relevant and proactive, reducing manual work to piece together context, and enabling more consistent, personalised engagement across teams.