Financial Services Cloud Pricing, Features, Reviews & Comparison of Alternatives

Financial Services Cloud

The world's #1 CRM, reimagined for financial services.

  0 reviews

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, 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.

Pricing

Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English, French, German, Japanese, Portuguese, Spanish
Financial Services Cloud screenshot: Access Salesforce Financial Service Cloud on any device Salesforce Financial Services Cloud DemoFinancial Services Cloud screenshotFinancial Services Cloud screenshotFinancial Services Cloud screenshot

Financial Services Cloud reviews

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Financial Services Cloud pricing

Pricing options
Subscription
Free trial
View Pricing Plans

Contact Salesforce for detailed pricing information.

Financial Services Cloud features

API
Activity Dashboard
Audit Trail
Automatic Notifications
Compliance Management
Customizable Reporting
Data Import/Export
Financial Analysis
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration

Accounting Integration (188 other apps)
Accounting Management (221 other apps)
Billing & Invoicing (228 other apps)
Electronic Payments (200 other apps)
Expense Tracking (179 other apps)
Invoice Management (270 other apps)
Invoice Processing (185 other apps)
Workflow Management (192 other apps)

Videos and tutorials

Additional information for Financial Services Cloud

Key features of Financial Services Cloud

  • Household tracking
  • Influence tracking
  • Account alerts
  • Relationship tracking
  • Team assignments
  • A visual client relationship map
  • Holistic view of client data
  • B2C Client Data Model
  • Einstein Analytics for Financial Services Cloud
  • Client & Household Profiles
  • Financial Goals
  • Wallet Share Calculations
  • Client & Household List Segmentation
  • Needs Assessment
  • Alerts / Notifications
  • Advisor Homepage
  • Household & Relationship Groups
  • Relationship Map
  • Financial Accounts (Wealth & Retail Banking)
  • Customizable Financial Rollup Summaries
  • Wealth Reports & Dashboards
  • Referral Management (built on leads)
  • Banker Console
  • Banking Data Model Extensions
  • Integrations (list on website)
  • Field audit trail
  • Suite of compliance features
  • Financial management
  • Referral tracking
  • Platform encryption
  • Intelligent to-do list
  • Einstein analytics
  • Drag & drop interface
  • Monitor data access
  • Custom views
  • Task management
  • Collaboration tools
  • Usage tracking
View All Features

Benefits

The solution helps supercharge productivity by helping users to 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'.