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
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
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0 AWS reviews
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202 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.
Information Technology and Services
A Helpful Tool for Streamlining Financial Service Processes
Reviewed on Nov 18, 2025
Review provided by G2
What do you like best about the product?
Salesforce Financial Services Cloud has been very useful for managing customer relationships in a more organized way. I really like how it brings all client information into one place, so it becomes much easier to track interactions, financial details, and follow-ups. The dashboards and reports are also very helpful for getting a quick view of performance without needing to manually prepare anything.
The best part is the automation—tasks, approvals, and workflows save a lot of time, especially for repeated daily activities. Overall, it helps in keeping customer service smooth and ensures that nothing gets missed.
The best part is the automation—tasks, approvals, and workflows save a lot of time, especially for repeated daily activities. Overall, it helps in keeping customer service smooth and ensures that nothing gets missed.
What do you dislike about the product?
One thing that could be improved is the learning curve. For new users, it takes some time to understand all the features and navigation. Also, some configurations require more technical knowledge or admin support, which can slow things down when trying to make quick changes.
At times, the system can feel slightly slow when loading complex reports or large data sets. Aside from that, most features work well once you get used to the platform.
At times, the system can feel slightly slow when loading complex reports or large data sets. Aside from that, most features work well once you get used to the platform.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud has helped us centralize client information that was previously scattered across different systems. Earlier, it was difficult to track interactions, follow-ups, and account updates in one place, which often caused delays. Now, the platform gives us a clear view of each customer’s history, financial details, and open tasks.
Automation has also reduced a lot of manual work, especially for approvals, reminders, and onboarding activities. This has improved our team’s turnaround time and made our internal process much more organized. Overall, it has helped us work more efficiently and deliver better service to customers.
Automation has also reduced a lot of manual work, especially for approvals, reminders, and onboarding activities. This has improved our team’s turnaround time and made our internal process much more organized. Overall, it has helped us work more efficiently and deliver better service to customers.
Piyush T.
Great Automation Features, But Customization and Support Need Work
Reviewed on Nov 15, 2025
Review provided by G2
What do you like best about the product?
Capturing repetitive tasks and automating them as action plans allows a developer to aggregate records through the API. This approach is useful for processes such as client identification, verification, collection, and financial recovery.
What do you dislike about the product?
There are countless integrations and third-party add-ons available, but the process of updating and customizing the platform is often complicated. The costs also keep increasing with each new AI or analytics feature that is introduced. Additionally, customer support feels disorganized and inconsistent depending on the channel you use.
What problems is the product solving and how is that benefiting you?
By breaking down data silos, automating manual tasks, ensuring regulatory compliance, and supporting personalized client experiences, this solution offers a unified platform tailored specifically for the banking, wealth management, and insurance industries.
Accounting
Exceptionally Stable and User-Friendly with Outstanding Support
Reviewed on Nov 14, 2025
Review provided by G2
What do you like best about the product?
The system is easy to use, always works smoothly, never came across any problems with Sales Force. Customer support is always very responsive in a good timely manner, we use it daily at our line of work, very easy to integrate and train new staff of features provided.
What do you dislike about the product?
Actually, everything works well, it is one of the most stable systems we use at our work place, never experienced any difficulties with it, very easy and customer friendly.
What problems is the product solving and how is that benefiting you?
Sales force helps us maintain internal controls, provide our organization with tools to organize our work flow better and adhere to local and group regulations.
William F.
Reliable Time-Saver for Financial Services
Reviewed on Nov 13, 2025
Review provided by G2
What do you like best about the product?
I really appreciate how Salesforce Financial Services Cloud significantly reduces the amount of time I spend on administrative tasks, making my workflow much more efficient. Its reliability is another standout feature, ensuring that I experience minimal downtime and can rely on the system to be available whenever I need it. This level of reliability not only saves me time but also provides peace of mind knowing that the software performs consistently well without unexpected outages or disruptions.
What do you dislike about the product?
I find Salesforce Financial Services Cloud could be more flexible in its offerings. The lack of customization options limits my ability to tailor the platform to my specific needs.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud for sales recording, which saves me time in admin tasks and offers great uptime reliability.
Alternative Dispute Resolution
Great Power, Great Overhead: Evaluating Salesforce
Reviewed on Nov 13, 2025
Review provided by G2
What do you like best about the product?
It is a comprehensive tool that allows any business to be more efficient with how they connect to clients. I would recommend it to facilitate your CRM.
What do you dislike about the product?
While Salesforce is undeniably powerful, it’s often more complex than it needs to be. The learning curve is steep, routine tasks take too many clicks, and meaningful customization usually requires an admin or developer. Pricing adds up quickly with per-seat licenses, add-ons, and storage limits, and key features can feel paywalled. Frequent UI changes disrupt workflows, reporting can be unintuitive, and integrations tend to add bloat rather than simplicity. For smaller teams, the administrative overhead can outweigh the benefits and pull focus from actual relationship building.
What problems is the product solving and how is that benefiting you?
FSC unifies client data, standardizes onboarding, tracks referrals, and eases compliance, saving time, boosting service, and growing assets overall for the company..