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Financial Services Cloud

Cloud-based CRM software for financial services institutions

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Table of Contents

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Find out with a

Financial Services Cloud - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

Financial Services Cloud overview

What is Financial Services Cloud?

Financial Services Cloud is designed for financial institutions, including banks and wealth management firms. Users can manage multiple lines of business, core systems, processes, and channels through an industry-standard data model that includes objects for financial accounts, mortgages, assets, loans, deposits, liabilities, and financial life goals for individual clients and households.

The platform supports integrations with financial planning tools, electronic forms, data aggregation services, and loan origination systems through a partner ecosystem. Users can track customer relationships using the visual Relationship Map, manage new customer opportunities with Intelligent Needs-Based Referrals, and create Customizable Communities for consistent customer experiences across channels. The Lightning App Builder allows administrators to create tailored user experiences with drag-and-drop components.

Financial Services Cloud provides banks and wealth management firms with artificial intelligence and analytics tools built into the Salesforce platform to support business growth and operational efficiency.

Key benefits of using Financial Services Cloud

The solution helps users manage client engagements, household relationships, and financial life goals from a single connected platform.

Financial Services Cloud helps reduce administrative work, enabling advisors to deliver more intelligent and personalized advice to clients.

Stay on top of workloads with an intelligently compiled list, and keep track of important tasks on any device.

The solution helps advisors deliver a concierge level of service using a comprehensive set of productivity and engagement features.

With Financial Services Cloud, organizations can turn their client base into an active referral network by tracking referrals from within the firm, or from 'centers of influence'.

Starting price

325per user /
per month

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Alternatives

Financial Services Cloud’s user interface

Ease of use rating:

4.8

(5)

Financial Services Cloud reviews

Overall rating

4.8

Positive reviews

100

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.6/10

Rating distribution

Financial Services Cloud's key features

Most critical features, based on insights from Financial Services Cloud users:

CRM

5.0

(2)

Data import/export

5.0

(1)

Lead management

5.0

(2)

Pipeline management

5.0

(2)

Contact management

5.0

(2)

Customer database

5.0

(2)

All Financial Services Cloud features

Features rating:

4.4

(5)

Relationship Tracking

4.0

(2)

Interaction tracking

4.0

(3)

Team Assignments

5.0

(2)

Workflow management

5.0

(1)

Monitoring

(0)

Mortgages

(0)

Multi-Channel communication

(0)

Multi-Company

(0)

Multi-Currency

(0)

Multi-State

(0)

Multiple Line Rating

(0)

Outsource Processing

(0)

Pre-Qualification

(0)

Portfolio management

(0)

Paper-Based Claims

(0)

Payment collection

(0)

Payment tracking

(0)

Performance metrics

(0)

Planning Tools

(0)

Policy management

(0)

Business loans

(0)

For Life Insurance

(0)

For Personal Insurance

(0)

Forecasting

(0)

Forms management

(0)

HIPAA compliant

(0)

Insurance policy management

5.0

(1)

Insurance Rating

(0)

Invoice management

(0)

Lead capture

(0)

Life & health

(0)

Loan management

(0)

Loan origination

(0)

Loan processing

(0)

Loan servicing

(0)

Marketing automation

(0)

Mobile access

(0)

Scheduling

(0)

Search/Filter

(0)

Secure data storage

(0)

Secure login

(0)

Self service portal

(0)

SSL security

(0)

Status tracking

(0)

Task management

1.0

(1)

Task scheduling

(0)

Template management

(0)

Territory management

5.0

(1)

Third Party Loan Origination

(0)

Third-Party integrations

(0)

Transaction history

(0)

User management

(0)

Visual analytics

(0)

Visual Presentation

(0)

Pricing management

(0)

Process/Workflow automation

(0)

Property & casualty

(0)

Quotes/Estimates

(0)

Real-Time analytics

(0)

Real-Time data

(0)

Real-Time reporting

(0)

Real-Time updates

(0)

Referral tracking

4.0

(1)

Reminders

(0)

Reporting & statistics

(0)

Reporting/Analytics

(0)

Residential Mortgages

(0)

Risk assessment

(0)

Risk management

(0)

Rules-Based workflow

(0)

Sales reports

(0)

Calendar management

(0)

Calendar sync

(0)

Campaign management

(0)

Carrier upload

(0)

Case management

(0)

Claims management

(0)

Claims tracking

(0)

Client database

(0)

Client management

5.0

(2)

Client portal

5.0

(1)

Collaboration tools

(0)

Collateral tracking

(0)

Commercial Mortgages

(0)

Commission calculations

(0)

Commission management

(0)

Communication management

(0)

Drag & drop

5.0

(1)

Access controls/permissions

(0)

Accounting

5.0

(1)

Accounting integration

(0)

Activity dashboard

5.0

(1)

Activity tracking

(0)

Alerts/Notifications

(0)

Amortization schedule

(0)

API

(0)

Approval process control

(0)

Asset lifecycle management

(0)

Audit management

(0)

Audit trail

(0)

Auto loans

(0)

Automated decisioning/underwriting

(0)

Automatic funds distribution

(0)

Billing & invoicing

(0)

Borrower management

(0)

Broker/Agent portal

(0)

Electronic Applications

(0)

Electronic claims

(0)

Email management

(0)

Email marketing

(0)

Email templates

(0)

Expense tracking

(0)

Financial analysis

(0)

Financial management

(0)

For Auto Insurance

(0)

For Borrowers

(0)

For brokers

(0)

For Casualty Insurance

(0)

For Disability Insurance

(0)

For financial institutions

3.5

(2)

For health/medical insurance

(0)

For Homeowners Insurance

(0)

For insurance industry

(0)

Comparative insurance rating

(0)

Compliance management

(0)

Compliance tracking

5.0

(1)

Configurable workflow

(0)

Contact database

5.0

(1)

Credit reporting

(0)

Customer management

(0)

Customer portal

(0)

Customer statements

(0)

Customizable fields

(0)

Customizable forms

(0)

Customizable reports

(0)

Customizable templates

(0)

Data visualization

(0)

Digital signature

(0)

Document management

(0)

Document storage

(0)

Document templates

(0)

Financial Services Cloud alternatives

Financial Services Cloud

4.8

(5)

visit website

Starting from

325

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.4

Value for Money

4.5

Customer Support

4.8

Redtail CRM

4.1

(85)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Zoho CRM

4.3

(6.9K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Maximizer CRM

4.1

(366)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Financial Services Cloud pricing

Value for money rating:

4.5

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Financial Services Cloud for Sales

325

/user

Per month

Features included:

Industry-Specific Data Models Using Sales Cloud Enterprise Edition As A Foundation
Actionable Segmentation For Efficient Outreach
Financial Goals And Plans To Empower Customers’ Financial Success

Financial Services Cloud for Service

325

/user

Per month

Features included:

Industry-Specific Workflows Using Service Cloud Enterprise Edition As A Foundation
Easy-To-Use CSR Console For Single Pane Of Glass
Service Process Studio For Low-Code Customization

Financial Services Cloud for Sales and Services

350

/user

Per month

Features included:

Industry-Specific Data Models And Workflows Using Sales Cloud And Service Cloud Enterprise Edition As A Foundation
Financial Goals And Plans To Empower Customers’ Financial Success
Service Process Studio For Low-Code Customization