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Head-to-head · Banking CRM Software

Salesforce Financial Services Cloud vs FIS Connections CRM

  • Updated Sep 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Salesforce Financial Services Cloud #1 in Banking CRM Software 9.0/10 From $325/user/mo (annual) · 30-day trial ✓ 0 of 5 features Visit Salesforce
FIS Connections CRM #4 in Banking CRM Software 7.4/10 Pricing on request ✓ 0 of 5 features Visit FIS

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

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

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
  • 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
  • 360-degree account and household relationship views
  • Profitability analysis with deposit and loan pricing scenarios
  • Automated marketing with campaign ROI and response tracking
Cons
  • No free plan; subscriptions are billed annually
  • Cloud web deployment only
  • Some capabilities and integrations require separate licenses or add-ons
  • Pricing requires contacting FIS
  • Onboarding and compliance coverage is less complete than some suites
  • Web deployment may not suit teams seeking broader platform options
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 →
  1. Salesforce Financial Services CloudBanking CRM Software 9.0From $325/user/mo (annual) · 30-day trial
  2. FIS Connections CRMBanking CRM Software 7.4Pricing on request

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 →

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update