Head-to-head · Banking CRM Software
Salesforce Financial Services Cloud vs FIS Connections CRM
Salesforce Financial Services Cloud leads on 0 checks, FIS Connections CRM on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.
Our verdict
- Highest scoreSalesforce Financial Services Cloud · 9.0/10
Salesforce Financial Services Cloud scores higher on our rubric for banking crm software: 9.0 against 7.4 out of 10; our editors rank them #1 and #4.
Salesforce Financial Services Cloud is the better fit for large banks needing a full enterprise CRM. FIS Connections CRM is the better fit for banks focused on household profitability and marketing.
- Salesforce Financial Services Cloud fits best
Large banks needing a full enterprise CRM
- FIS Connections CRM fits best
Banks focused on household profitability and marketing
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Side by side
| Feature | Salesforce Financial Services Cloud 9.0/10 Visit ↗ | FIS Connections CRM 7.4/10 Visit ↗ |
|---|---|---|
| At a glance | ||
| Editor score | 9.0 | 7.4 |
| Ranking | #1 in Banking CRM Software | #4 in Banking CRM Software |
| Best for | Large banks needing a full enterprise CRM | Banks focused on household profitability and marketing |
| Pricing model | Paid | Paid |
| Starting price | $325/user/mo | Not published |
| Free plan | — | Not published |
| Free trial | — | — |
| Deployment | Cloud | Cloud |
| Platforms | Web | Web |
| Integrations | 11 integrations | 1 integrations |
| Built for | Mid-market, Enterprise | Mid-market, Enterprise |
| Features Salesforce Financial Services Cloud 0/5 · FIS Connections CRM 0/5 | ||
| RM workspace | Not published | Not published |
| Customer onboarding | Not published | Not published |
| Portfolio views | Not published | Not published |
| Regulatory workflows | Not published | Not published |
| Service case management | Not published | Not published |
| Specs | ||
| Deployment | Cloud | Cloud |
| Our review | ||
| Pros |
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| Cons |
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| Our verdict | Salesforce Financial Services Cloud is a cloud CRM for banks, wealth managers, insurers, asset managers, and lenders. It combines industry-specific data models with opportunity, deal, referral, account-plan, and service management. Teams… Read the review → |
FIS Connections CRM is a web-based, cloud-deployed customer relationship management solution for financial institutions. It is aimed at mid-market and enterprise banks that need a consolidated view of account holders and household… Read the review → |
Strengths and trade-offs
Salesforce Financial Services Cloud — where it wins
- Unified customer and relationship views across financial systems
- KYC onboarding, compliance workflows, and immutable audit trails
- Broad integrations plus AI-assisted service and workflow automation
Where it doesn't
- No free plan; subscriptions are billed annually
- Cloud web deployment only
- Some capabilities and integrations require separate licenses or add-ons
FIS Connections CRM — where it wins
- 360-degree account and household relationship views
- Profitability analysis with deposit and loan pricing scenarios
- Automated marketing with campaign ROI and response tracking
Where it doesn't
- Pricing requires contacting FIS
- Onboarding and compliance coverage is less complete than some suites
- Web deployment may not suit teams seeking broader platform options
- Salesforce Financial Services Cloud9.0/10 · From $325/user/mo (annual) · 30-day trial
Enterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.
Visit SalesforceFull verdict → - FIS Connections CRM7.4/10 · Pricing on request
A banking-focused CRM for household profitability, marketing automation and sales incentives.
Visit FISFull verdict →
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- Salesforce Financial Services Cloud vs Infosys Relationship Manager Workbench
- Fiserv Enteract vs FIS Connections CRM
- Zoho BFSI CRM vs FIS Connections CRM
All banking CRM software comparisons → · Full ranking →
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
Last updated · How we research and update
