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Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's #1 CRM, reimagined for financial services.
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Financial Services Cloud - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: December 2025
Financial Services Cloud overview
What is Financial Services Cloud?
Unite bankers and advisors with the world's #1 CRM, reimagined for financial services. Built upon Sales and Service Cloud, firms can unlock the full power of their financial institution across different lines of business, core systems, processes, and channels.
The Financial Services Cloud data model comes with out-of-the-box industry standard objects built directly on the Salesforce platform. These objects model financial accounts, mortgages, assets, loans, deposits, liabilities, and financial life goals for individual clients and entire households — saving firms time and money on customizations. Plus, with a robust partner ecosystem personal bankers and financial advisors can supercharge their productivity with integrations to financial planning tools, electronic forms, data aggregation services, loan origination systems systems and more.
Track customer relationships in the visual Relationship Map, source and manage new customer opportunities with Intelligent Needs-Based Referrals, and create Customizable Communities that provide a consistent customer experience across channels. Plus, with the Lightning App Builder, admins can build the ideal user experience in no time with easy-to-use, drag-and-drop components. With three releases a year, Financial Services Cloud offers banks and wealth management firms the opportunity to accelerate business growth and maintain a competitive edge with artificial intelligence and powerful analytics tools built right into the Salesforce platform.
Unlock the full power of your financial institution today with Financial Services Cloud.
Key benefits of using Financial Services Cloud
Starting price
per month
Alternatives
Financial Services Cloud’s user interface
Financial Services Cloud reviews
Overall rating
4.8
/5
5
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.6/10
5
4
3
2
1
4
1
0
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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
300
/user
Per month
LendingWise
Starting from
149
Per month
NetSuite
Starting from
No pricing info
Acumatica Cloud ERP
Starting from
No pricing info
Financial Services Cloud pricing
Value for money rating:
Starting from
300
/user
Per month
User opinions about Financial Services Cloud price and value
Value for money rating:
Financial Services Cloud integrations (10)
Financial Services Cloud support options
Typical customers
Platforms supported
Support options
Training options
Financial Services Cloud FAQs
Financial Services Cloud has the following pricing plans:
Starting from: $300.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
Q. Who are the typical users of Financial Services Cloud?
Financial Services Cloud has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does Financial Services Cloud support?
Financial Services Cloud supports the following languages:
English
Q. Does Financial Services Cloud offer an API?
Yes, Financial Services Cloud has an API available for use.
Q. What other apps does Financial Services Cloud integrate with?
Financial Services Cloud integrates with the following applications:
Chargent, Sage Intacct, QuickBooks Online Advanced, Professional Services Cloud, Salesforce Sales Cloud, SAP Concur, Workato, QuickBooks Online, Xero
Q. What level of support does Financial Services Cloud offer?
Financial Services Cloud offers the following support options:
Email/Help Desk, Phone Support, FAQs/Forum, Chat, 24/7 (Live rep), Knowledge Base