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Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud CRM for banks, wealth & insurance firms
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Agentforce Financial Services (formerly Salesforce Financial Services Cloud) - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: September 2026
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) overview
What is Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?
Agentforce Financial Services is a cloud-based CRM platform built for financial institutions across banking, wealth management, and insurance. It centralizes client data, automates workflows, and surfaces actionable insights to help relationship managers, advisors, and operations teams manage complex client lifecycles at scale.
Agentforce Financial Services delivers a unified view of household and institutional relationships, integrating policy management, financial account tracking, referral management, and compliance documentation into a single platform. Configurable data models support industry-specific use cases including loan origination tracking, benefits administration, and advisor productivity reporting. Role-based access controls and audit trails support regulatory requirements across multiple jurisdictions.
Deployed on a multi-tenant cloud infrastructure, the platform connects natively with core banking systems, document management tools, and third-party data providers. Teams across retail banking, commercial lending, and insurance operations can configure dashboards, automate client outreach, and track service requests without switching between disconnected systems.
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Agentforce Financial Services (formerly Salesforce Financial Services Cloud)’s user interface
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) reviews
Overall rating
3.3
/5
3
Positive reviews
33
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend0.33/10
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Agentforce Financial Services (formerly Salesforce Financial Services Cloud)'s key features
Most critical features, based on insights from Agentforce Financial Services (formerly Salesforce Financial Services Cloud) users:
All Agentforce Financial Services (formerly Salesforce Financial Services Cloud) features
Features rating:
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Agentforce Financial Services (formerly Salesforce Financial Services Cloud) pricing
Value for money rating:
Starting from
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Per month
User opinions about Agentforce Financial Services (formerly Salesforce Financial Services Cloud) price and value
Value for money rating:
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) integrations (17)
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) support options
Typical customers
Platforms supported
Support options
Training options
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) FAQs
Q. What level of support does Agentforce Financial Services (formerly Salesforce Financial Services Cloud) offer?
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) offers the following support options:
Chat, Knowledge Base, FAQs/Forum, Email/Help Desk, Phone Support, 24/7 (Live rep)