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Financial Services Cloud
Become an agentic financial services enterprise with the world’s #1 AI-powered CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer so you can personalize customer engagement using purpose-built automation withindustry-specific AI.
What can you do with Financial Services Cloud?
Accelerate your journey to an agentic enterprise by unlocking your data to empower your human and digital workforce with trustedagentic AI. Deliver intelligent insights for financial planning, enabling your customers’ financial success and increasing retention and loyalty with AI-powered service.
Empower employees and retain customers with agentic AI.
Reduce customer wait times and connect fast.Agentforce Banking Service Assistance can handle routine inquiries instantly, reducing call volumes and freeing up human agents for more complex interactions.Watch a demo.
Automate routine tasks and reduce wait times.{{product.agentforce}}Insurance Service Assistance reduces hold times and improves first-call resolution with purpose-built AI for Insurance. By augmenting insurance CSRs with secure, AI-powered policyholder and quote summaries, enhance customer interactions and boost productivity.
Make meeting preparation effortless.AgentforceFinancial Advisor Assistance automates meeting preparation so financial advisors show up with a 360 view of their clients ready to build stronger relationships.Watch a demo.
Deliver instant loan guidance and stop application drop-off. WithLoan Product Assistance, digital agents guide borrowers through loan product discovery by answering questions about loans, sharing interest rate and fee details, and comparing offerings, so lenders can deliver personalized experiences that boost loan volume.
Unlock limitless growth.
View multiple layers of relationships and related key information in one place to identify areas of opportunity and drive contextual action.
Empower financial success with actionable financial goals.
Cultivate strong relationships at scale by creating targeted lists of contacts for priority engagement.
Streamline onboarding with data and trusted AI.
Accelerate onboarding implementation with a pre-configured template.
Deploy intelligent financial discovery processes across any channel.
Streamline disclosure and consent processes with templates for common disclosures and consent to open accounts, share data with third-parties, and more.
Scale service and boost productivity with AI-powered automation.
Deploy self-service automation capabilities that can be embedded into existing internet and mobile banking experiences.
Deliver everything agents need to close cases faster, all on one screen.
Build end-to-end service processes with low- to no-code tools.
Unlock your data to personalize financial engagement.
Unlock data from core banking and financial planning to create a unified financial profile.
Understand household income, expenditures, and net worth, based on calculated transaction insights and trends.
Empower financial success with actionable financial goals.
Extend the power of Financial Services Cloud with these related products.
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Process Compliance Navigator
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Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
MuleSoft Direct for Financial Services Cloud
Bring MuleSoft flows directly into Salesforce for seamless connectivity and enhanced capabilities for financial institutions.
Collections and Financial Recovery
Simplify your collections process and boost successful financial recovery with automation and AI.
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Financial Services Cloud for Insurance Brokerages
Get a complete view of the customer across producers and account managers
Discover the world's most innovative AI-powered CRM for financial services companies.
Explore a complete portfolio of best-in-class apps and financial services software, purpose-built for the industry.
Wholesalers are in Salesforce all day. Our sales lifecycle runs on Financial Services Cloud. From managing a lead, to prepping for meetings, to closing an opportunity, it helps us strengthen our customer relationships.
Sandeep AjithVP, Data and Analytics and Chief Product Owner of the Agentforce 360 Platform, Prudential
Ready to take the next step with the world’s #1 AI CRM for Financial Services?
Financial Services Cloud FAQ
An agentic financial services enterprise is a business where people and intelligent AI agents work together. These AI agents can reason, adapt, and act on their own to complete tasks. This collaborative model frees up human employees to focus on more high-value work that ensures customers' financial success.
The difference lies in their primary function within a workflow. Predictive AI analyzes historical data to forecast future outcomes, such as calculating credit risk or detecting fraud patterns. Generative AI goes a step further to create new content based on those data patterns, like drafting personalized client emails or summarizing complex financial reports. Finally, Agentic AI takes action autonomously to execute entire workflows, such as not just identifying a transaction dispute, but investigating and resolving it.
Financial Services Cloud is more than a CRM. It's the best of Salesforce, designed specifically for banks, wealth managers, and insurance companies. Instead of having to start with a generic Customer 360 that needs a lot of customization, Financial Services Cloud provides prebuilt applications with user experiences, automation, and integration designed based on industry best practices.
Afinancial services CRM helps you achieve business results faster and reduce development costs with prebuilt applications.
If you are currently using Sales or Service Cloud, you can activate Financial Services Cloud right in your existing org. Talk to your Salesforce Account Team or Consultant to learn more. If you aren't using Sales or Service Cloud, you can get started with ourfree trial here.
Users can improve efficiency and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows. Additionally, use financial services software to connect financial, transaction, and CRM data using a range of prebuilt-to-custom accelerators that scale for high volume.
Choose the financial services product that's right for you by evaluating the individual needs of your business. Consider if you need to personalize customer engagements, scale service interactions, or streamline your onboarding experience. Salesforce Financial Services Cloud has a variety of editions you can customize to your business needs.See details here.
