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
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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95 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.
Daraimy V.
Wealth Management Focus
Reviewed on Jul 07, 2025
Review provided by G2
What do you like best about the product?
I like that Salesforce Financial Services Cloud offers a complete view of the client’s financial life. It helps manage relationships more personally and keeps everything compliant and efficient in one place
What do you dislike about the product?
“One limitation is the rigidity in some compliance workflows. While it’s great that it prioritizes regulations, highly regulated firms may still need to build additional customizations to fully align with local or regional compliance needs
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the problem of disconnected data and manual client tracking. It brings all client information—financial goals, interactions, and documents—into one place. For me, that means better productivity, more personalized client service, and easier compliance management.
Yereny P.
Salesforce is a powerful tool for organizing client data and improving productivity.
Reviewed on Jul 07, 2025
Review provided by G2
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how it gives a full view of each client and makes everything more efficient personalized service, easy workflows, and better relationship management all in one place.
What do you dislike about the product?
What I dislike about Salesforce Financial Services Cloud is that it can feel overly complex at times there’s a learning curve, and customizing it to fit specific needs can be time-consuming without the right support
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud solves the problem of scattered client information and manual tracking everything’s in one place now, which makes my work more efficient and helps me give clients a more personalized experience.
Emely L.
I really like to use salesforce
Reviewed on Jul 05, 2025
Review provided by G2
What do you like best about the product?
Is easy to use, we can access from anywhere, is one of the most important customer Relation management platform, help teams to make faster decisions based on customers data
What do you dislike about the product?
The could Enhance AI yo better understand the client financial goals
Regular updates and system maintenance require dedicated resources
Licensing fees can be steep, specially for small businesses
Regular updates and system maintenance require dedicated resources
Licensing fees can be steep, specially for small businesses
What problems is the product solving and how is that benefiting you?
Manual repetitive processes; action plan and workflow automation streamline recurring task as onboarding, compliance checks and follow up.
The team can save time, reduce error and focus on building relationships instead of chasing paperwork
The team can save time, reduce error and focus on building relationships instead of chasing paperwork
Financial Services
Team Collaboration
Reviewed on Jul 03, 2025
Review provided by G2
What do you like best about the product?
What I like most about Salesforce Financial Services Cloud is how it brings everything into one place. As an investment advisor, I can see a full picture of the client’s profile, including financial goals, interactions, and account details which helps me provide more relevant advice. It also makes collaboration with relationship managers much smoother since we’re working off the same information in real time. Overall, it saves time and helps us deliver a more personalized client experience.
What do you dislike about the product?
One thing I find challenging is that some parts of the system feel overly complex or require too many clicks to get to simple information. And also, it takes quite a bit of training for new team members to feel comfortable using it fully.
What problems is the product solving and how is that benefiting you?
Managing complex client relationships and their financial needs in one place. Before using it, keeping track of all interactions, accounts, and financial goals was time-consuming and prone to errors.
Subhajit B.
Very underrated and really affective
Reviewed on Sep 19, 2024
Review provided by G2
What do you like best about the product?
Actually, solves the need of any business, mostly suited for midsize business, but very helpful for managing finances
What do you dislike about the product?
Licenses are very expensive compared to what you get
What problems is the product solving and how is that benefiting you?
50 solution to create a sink between sales and finance