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.
4.3
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
New
Introducing multi-product solutions
You can now purchase comprehensive solutions tailored to use cases and industries.
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.
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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
Financial Services
Person Account Management Shines in Financial Cloud
Reviewed on Dec 09, 2025
Review provided by G2
What do you like best about the product?
Managing the Person Account , which is a very good feature of financial cloud. The New Layout and financial field organized is better. Need Mobile specific features to use ease with agent force
What do you dislike about the product?
Financial cloud person account functionality is very complicated and confusing . This is something that shall be improved and can be made so simple .
What problems is the product solving and how is that benefiting you?
Managing the Person Account , which is a very good feature of financial cloud. The New Layout and financial field organized is better. Managing the Person account was a big issue which is solved
Computer Software
Automates Regulated Workflows and Enhances Client Management
Reviewed on Dec 04, 2025
Review provided by G2
What do you like best about the product?
Action Plans, workflow templates, and the new Agentforce for Financial Services enable us to automate processes that are both repeatable and regulated. Additionally, the platform offers features like householding, visual relationship maps, and an 'Actionable Relationship Center,' which further enhance our ability to manage client relationships efficiently.
What do you dislike about the product?
Various personas, such as advisors, operations staff, call centre agents, and partners, often require different combinations of licenses. This can make it easy for the overall cost to increase rapidly.
What problems is the product solving and how is that benefiting you?
I spend less time searching for information and make fewer mistakes, which leads to better conversations with clients. Being able to see the entire relationship in one place truly makes a difference.
Zak G.
Effortless Client Monitoring, Seamless Outlook Integration
Reviewed on Dec 04, 2025
Review provided by G2
What do you like best about the product?
I appreciate Salesforce Financial Services Cloud for its ease in accessing client information, which has significantly streamlined the way I update client records and track their progress. The platform effectively helps me in producing relevant reports, which are critical for crafting review and advice letters sent to clients. I find it invaluable for monitoring investments and managing cases efficiently. I love how logging meetings is seamless, and its integration with Microsoft Outlook allows me to add the meetings effortlessly, enhancing my coordination capabilities. The initial setup was straightforward and easy, allowing me to get started without hurdles. Salesforce Financial Services Cloud provides an intuitive way to monitor client progress, making my workflow more efficient. The overall experience is so positive that I would confidently rate it a 10 out of 10 and recommend it to colleagues.
What do you dislike about the product?
Being granted access to certain features or information can take a considerable amount of time. Additionally, although I can log phone calls and meetings seamlessly, it is unclear whether there's a functionality for logging emails, which would be a useful feature.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to efficiently update client information, track investments, and monitor progress, simplifying how I produce reports and coordinate meetings, especially with Outlook integration.
Buta M.
Unified Client Insights and Streamlined Processes
Reviewed on Dec 03, 2025
Review provided by G2
What do you like best about the product?
ts ability to provide a unified, 360-degree view of clients, streamline complex processes with pre-built industry-specific features, and automate compliance and personalized client experiences
What do you dislike about the product?
Performance can be slow with large datasets or heavy customization, and some users find the interface can feel busy or require too many clicks for certain tasks
What problems is the product solving and how is that benefiting you?
helps consolidate all our customer support interactions into one place, which makes it much easier to track cases, respond quickly, and maintain consistency across channels.
Viktoriya T.
The Go-To Platform for Trusted, Personalized Financial Engagement
Reviewed on Dec 03, 2025
Review provided by G2
What do you like best about the product?
It’s the definitive platform for driving trusted, personalized, and efficient engagement in the financial sector. The platform is easy to work with. It is user friendly.
What do you dislike about the product?
​In summary, while FSC offers unparalleled functionality for the financial sector, the initial sticker price, deep technical complexity, and the necessary organizational commitment to training and data transformation are the biggest headaches
What problems is the product solving and how is that benefiting you?
In essence, Salesforce Financial Services Cloud solves the problem of fragmented data and generic tools in a highly regulated, relationship-driven industry. The core benefit to me is being empowered to be more efficient, more knowledgeable, and more valuable to the client.