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Financial Services Cloud Logo

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

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Financial Services Cloud - 2025 Pricing, Features, Reviews & Alternatives

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.

Benefits of using Financial Services Cloud

  • 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'.
  • Starting from

    300

    /user

    Per month

    Alternatives with better value for money

    Financial Services Cloud's key features

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

    Contact Management
    Pipeline Management
    Client Management
    Insurance Policy Management
    Accounting
    Team Assignments

    All Financial Services Cloud features

    Features rating:

    Access Controls/Permissions
    Accounting Integration
    Activity Dashboard
    Activity Tracking
    Alerts/Notifications
    Amortization Schedule
    API
    Approval Process Control
    Asset Lifecycle Management
    Audit Management
    Audit Trail
    Auto Loans
    Automated Decisioning/Underwriting
    Automatic Funds Distribution
    Billing & Invoicing
    Borrower Management
    Broker/Agent Portal
    Business Loans
    Calendar Management
    Calendar Sync
    Campaign Management
    Carrier Upload
    Case Management
    Claims Management
    Claims Tracking
    Client Database
    Client Portal
    Collaboration Tools
    Collateral Tracking
    Commercial Mortgages
    Commission Calculations
    Commission Management
    Communication Management
    Comparative Insurance Rating
    Compliance Management
    Compliance Tracking
    Configurable Workflow
    Contact Database
    Credit Reporting
    CRM
    Customer Database
    Customer Management
    Customer Portal
    Customer Statements
    Customizable Fields
    Customizable Forms
    Customizable Reports
    Customizable Templates
    Data Import/Export
    Data Visualization
    Digital Signature
    Document Management
    Document Storage
    Document Templates
    Drag & Drop
    Electronic Applications
    Electronic Claims
    Email Management
    Email Marketing
    Email Templates
    Expense Tracking
    Financial Analysis
    Financial Management
    For Auto Insurance
    For Borrowers
    For Brokers
    For Casualty Insurance
    For Disability Insurance
    For Financial Institutions
    For Health/Medical Insurance
    For Homeowners Insurance
    For Insurance Industry
    For Life Insurance
    For Personal Insurance
    Forecasting
    Forms Management
    HIPAA Compliant
    Insurance Rating
    Interaction Tracking
    Invoice Management
    Lead Capture
    Lead Management
    Life & Health
    Loan Management
    Loan Origination
    Loan Processing
    Loan Servicing
    Marketing Automation
    Mobile Access
    Monitoring
    Mortgages
    Multi-Channel Communication
    Multi-Company
    Multi-Currency
    Multi-State
    Multiple Line Rating
    Outsource Processing
    Paper-Based Claims
    Payment Collection
    Payment Tracking
    Performance Metrics
    Policy Management
    Portfolio Management
    Pre-Qualification
    Pricing Management
    Process/Workflow Automation
    Property & Casualty
    Quotes/Estimates
    Real-Time Analytics
    Real-Time Data
    Real-Time Reporting
    Real-Time Updates
    Referral Tracking
    Relationship Tracking
    Reminders
    Reporting & Statistics
    Reporting/Analytics
    Residential Mortgages
    Risk Assessment
    Risk Management
    Rules-Based Workflow
    Sales Reports
    Scheduling
    Search/Filter
    Secure Data Storage
    Secure Login
    Self Service Portal
    SSL Security
    Status Tracking
    Task Management
    Task Scheduling
    Template Management
    Territory Management
    Third Party Loan Origination
    Third-Party Integrations
    Transaction History
    User Management
    Visual Analytics
    Visual Presentation
    Workflow Management

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    ic-pricetag

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    Financial Services Cloud pricing

    Value for money rating:

    Starting from

    300

    /user

    Per month

    Pricing details
    Subscription
    Free trial
    Free plan
    Pricing range

    Financial Services Cloud support options

    Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    Phone Support
    FAQs/Forum
    Chat
    24/7 (Live rep)
    Knowledge Base

    Training options

    Webinars
    In Person
    Documentation
    Live Online
    Videos

    Financial Services Cloud reviews

    Overall rating

    4.7

    /5

    3

    Positive reviews

    100

    %

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10
    Rating distribution

    5

    4

    3

    2

    1

    2

    1

    0

    0

    0

    Financial Services Cloud FAQs

    Q. What type of pricing plans does Financial Services Cloud offer?

    Financial Services Cloud has the following pricing plans:
    Starting from: $300.00/month
    Pricing model: Subscription
    Free Trial: Available | (No Credit Card required)

    These products have better value for money


    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

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