Salesforce Financial Services Cloud

6.7easy start · #6 of 28
in Financial Services CRM Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web. Paid plans from $325/mo.

Salesforce Financial Services Cloud is ranked #6 of 28 in financial services CRM software on The Geeks Club. It runs on Android, API, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $325/mo.

Salesforce Financial Services Cloud plans and pricing

All plans

Financial Services Cloud for Sales $325/mo annually per user · Enterprise Edition salesforce.com · 30 Sept 2026

Financial Services Cloud for Service $325/mo annually per user · Enterprise Edition salesforce.com · 30 Sept 2026

Financial Services Cloud for Sales and Services $350/mo annually per user · Enterprise Edition salesforce.com · 30 Sept 2026

Financial Services Cloud Agentforce 1 Sales $750/mo annually per user salesforce.com · 30 Sept 2026

Financial Services Cloud Agentforce 1 Service $750/mo annually per user salesforce.com · 30 Sept 2026

Compared on financial services CRM software

Free plan: No
Paid from: $325/user/mo
Compliance workflows: Yes
Opportunity management: Yes
Client portal: Yes
Audit trail: Yes
Deployment: cloud
Email and calendar sync: Yes

Best Salesforce Financial Services Cloud alternatives

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The record

Purpose: Financial Services Cloud unifies data from banking, wealth, and insurance platforms around customers to personalize engagement with industry-specific AI and automation.
Core capabilities: Sales editions include industry-specific data models, actionable segmentation, and financial goals and plans.
Service features: Service editions include industry-specific workflows, a CSR console, and Service Process Studio for low-code customization.
Sales and service: Sales and Service editions combine industry-specific data models and workflows across sales and service.
External data: Agentforce 1 editions connect Salesforce and external data with Data Cloud and Financial Services Cloud Intelligence.
Integrations: Salesforce says products can integrate with outside applications and systems; on-premises sources may require MuleSoft, an integration partner, or AgentExchange apps.
Security and compliance: Salesforce’s trust and compliance documentation describes service architecture, security and privacy audits and certifications, and administrative, technical, and physical controls.
Mobile: Financial Services Cloud features can be made available in the Salesforce mobile app by configuring its home page, navigation, actions, and components.
Supported mobile devices: Salesforce’s mobile app is available for iOS and Android devices.
Support: The Standard Success Plan is included in all licenses and provides knowledge articles, documentation, Trailhead, and the Trailblazer Community.
Additional support: The Premier Success Plan costs 30% of net license fees and includes 24/7 support for business-stopping issues.
Who it serves: Salesforce describes the product for banking, insurance, wealth and asset management, and lending organizations.
Founded: 1999
Headquarters: San Francisco, California, United States
Price from: $325/mo

Where it ranks on The Geeks Club

Best Financial Services CRM Software in 2026#6 of 28
Best Insurance CRM Software in 2026#12 of 27

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Sources

salesforce.com/financial-services/· checked 30 Sept 2026
salesforce.com/financial-services/pricing/· checked 30 Sept 2026
salesforce.com/company/legal/trust-and-compliance-docu· checked 30 Sept 2026
help.salesforce.com/s/articleView· checked 30 Sept 2026
salesforce.com/products/mobile/· checked 30 Sept 2026
salesforce.com/financial-services/cloud/· checked 28 Sept 2026