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Financial Services Cloud
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4
1
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1
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Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM software for financial services institutions
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Financial Services Cloud - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: April 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.
Financial Services Cloud’s user interface
Financial Services Cloud reviews
Overall rating
4.8
/5
5
Positive reviews
80
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend0.80/10
5
4
3
2
1
4
1
0
0
0
Financial Services Cloud's key features
Most critical features, based on insights from Financial Services Cloud users:
All Financial Services Cloud features
Features rating:
Financial Services Cloud alternatives
Financial Services Cloud
Starting from
325
/user
Per month
Redtail CRM
Starting from
39
/user
Per month
Zoho CRM
Starting from
14
/user
Per month
Maximizer CRM
Starting from
65
/user
Per month
Financial Services Cloud pricing
Pricing plans
Pricing details:
User opinions about Financial Services Cloud price and value
Value for money rating:
Financial Services Cloud integrations (9)
Integrations rated by users
We looked at 5 user reviews to identify which products are mentioned as Financial Services Cloud integrations and how users feel about them.
Integration rating: 4.0 (1)
“it allows us to use existing workflows and processes and update fields and records in selesforce automatically. This gives more information to our sales team. ”
“Document updating for onboarding and subscription docs”
Robert D.
Head of It
Integration rating: 5.0 (1)
Integration rating: 3.0 (1)
“Ho utilizzato tantissimo l'integrazione per eseguire deploy automatici quando il codice veniva aggiornato.”
Samuele R.
CTO
Integration rating: 5.0 (1)
“easily the most amazing tool we have, makes Heroku easier. We leverage with AWS S3 because you need something to connect the custodian to a server (S3) then something (integrate.io) to connect to Heroku to organize the data then to push it to Salesforce. It's a series of events and platforms. ”
Brittany C.
SR Associate, Technology
Financial Services Cloud support options
Typical customers
Platforms supported
Support options
Training options