Salesforce Financial Services Cloud vs Pega CRM

Salesforce Financial Services Cloud9.3Visit Pega CRM8.5Visit

Higher score Salesforce Financial Services Cloud #1 in Financial Services CRM Software 9.3/10 30-day trial Free trial✓ 5 of 5 features Visit Salesforce

vs

Pega CRM #7 in Financial Services CRM Software 8.5/10 Pricing on request ✓ 0 of 5 features Visit Pega CRM

• Salesforce Financial Services Cloud fits best

  Large financial institutions

• Pega CRM fits best

  Large teams needing configurable sales CRM

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Side by side

Feature	Salesforce Financial Services Cloud 9.3/10 Visit ↗	Pega CRM 8.5/10 Visit ↗
At a glance
Editor score	9.3	8.5
Ranking	#1 in Financial Services CRM Software	#7 in Financial Services CRM Software
Best for	Large financial institutions	Large teams needing configurable sales CRM
Pricing model	Paid	Paid
Starting price	$325/user/mo	Pricing on request
Free plan	—	Not checked yet
Free trial	30 days	—
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web
Compliance	SOC 2	SOC 2, ISO 27001, GDPR, SSO/SAML
Integrations	11 integrations	2 integrations
Built for	Mid-market, Enterprise	Enterprise, Mid-market
Features Salesforce Financial Services Cloud 5/5 · Pega CRM 0/5
Compliance workflows	✓ (best)	Not checked yet
Opportunity management	✓ (best)	Not checked yet
Client portal	✓ (best)	Not checked yet
Audit trail	✓ (best)	Not checked yet
Email and calendar sync	✓ (best)	Not checked yet
Specs
Deployment	Cloud	Not checked yet
Our review
Pros	Industry-specific models for banking, wealth, insurance, lending, and asset management KYC onboarding, compliance workflows, and immutable audit trails Unified customer views, portals, AI, and broad financial-system integrations	Configurable sales stages, process steps, and guided selling AI lead ranking, opportunity predictions, and next-best actions Offline mobile access with Outlook and Exchange synchronization
Cons	Starts at $325 per user per month with annual billing No free plan; the free trial lasts 30 days Some capabilities and integrations require separate licenses or add-ons	Pricing uses a contact-sales model rather than published plan tiers Enterprise process configuration may exceed the needs of smaller teams Named email integrations center on Microsoft Outlook and Exchange
Our verdict	Salesforce Financial Services Cloud is a cloud CRM for banks, wealth managers, insurers, asset managers, and lenders. It brings together industry-specific data models, customer and relationship views, opportunity and referral management,… Read the review →	Pega CRM is an enterprise customer relationship management suite from Pegasystems, combining sales automation, customer service, marketing integration, and real-time decisioning. It is aimed at large organizations that need configurable… Read the review →

Strengths and trade-offs

• Salesforce Financial Services Cloud — where it wins

  • Industry-specific models for banking, wealth, insurance, lending, and asset management
  • KYC onboarding, compliance workflows, and immutable audit trails
  • Unified customer views, portals, AI, and broad financial-system integrations

  Where it doesn't

  • Starts at $325 per user per month with annual billing
  • No free plan; the free trial lasts 30 days
  • Some capabilities and integrations require separate licenses or add-ons

• Pega CRM — where it wins

  • Configurable sales stages, process steps, and guided selling
  • AI lead ranking, opportunity predictions, and next-best actions
  • Offline mobile access with Outlook and Exchange synchronization

  Where it doesn't

  • Pricing uses a contact-sales model rather than published plan tiers
  • Enterprise process configuration may exceed the needs of smaller teams
  • Named email integrations center on Microsoft Outlook and Exchange

• Salesforce Financial Services Cloud9.3/10 · 30-day trial

  A financial-services CRM with deep workflows, compliance controls, and enterprise pricing.

  Visit SalesforceFull verdict →
• Pega CRM8.5/10 · Pricing on request

  A configurable CRM suite for large teams managing complex sales and service processes.

  Visit Pega CRMFull verdict →