Game of Banking
Game of Banking: A Salesforce-centered banking workspace with portfolio context, automation and AI credit memos. Ranked #24 of 38 in Banking CRM Software by our editors (5.3/10); pricing: Pricing on request; best for commercial bankers using Salesforce.
At a glance
- Editor score5.3 / 10
- PricingPricing on request
- Best forCommercial bankers using Salesforce
- Free planNo
- RM workspaceYes
- Facts checked28 Sep 2026
Where it wins
- Salesforce-integrated workspace unifies relationship and deal context
- AI drafts credit memos and supports research and financial analysis
- Sequences automate outreach, follow-ups, tasks and next steps
Where it doesn't
- Pricing requires contacting sales
- Web deployment only, with email listed as the support channel
- No verified onboarding, compliance or case-management workflows
Our verdict on Game of Banking
Game of Banking is a Salesforce-integrated workspace for commercial and corporate banking teams, aimed at relationship managers and their leaders. It combines prospect, deal, client, communication, financial and external-signal context in one company-centered view. Portfolio views cover prospects, active deals and clients, while team and leadership views surface activity, momentum and risk. The platform runs in the cloud on Salesforce infrastructure and is designed for mid-market and enterprise use.
Its ecosystem fit centers on Salesforce, with Microsoft Teams and LinkedIn integrations. Relationship managers can capture email, calls, transcripts and internal communications, while monitoring company news, LinkedIn updates and credit signals. Automated capture records conversations, tasks and next steps with banker approval. Outreach and follow-up action sequences support prospecting, and AI agents assist with task management, company research, financial analysis, peer comparables and credit memo drafts. This combination suits teams that already organize customer data in Salesforce and want banking-specific context around that system.
Pricing uses a contact-sales model rather than a published self-serve tier structure. The platform is web-based, and email is the listed support channel. Game of Banking is a stronger fit for commercial banking groups seeking Salesforce-connected portfolio visibility, communication history and AI-assisted credit preparation. Teams needing verified onboarding, compliance or case-management workflows should evaluate alternatives with those capabilities as explicit parts of their operating model. It is also less suitable for organizations that require a non-web deployment or a broader set of support channels.
Game of Banking pricing
Game of Banking fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| RM workspace | Yes |
| Customer onboarding | Not verified |
| Portfolio views | Yes |
| Regulatory workflows | Not verified |
| Service case management | Not verified |
| Deployment | Cloud |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: Salesforce, Microsoft Teams, LinkedIn |
| Pricing | Pricing on request |
| Website | gameofbanking.com |
| Facts checked | 28 Sep 2026 |
Game of Banking integrations
Game of Banking lists 3 integrations on its own site.
- Salesforce
- Microsoft Teams
Alternatives to Game of Banking
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Fiserv EnteractA banking-focused CRM that brings relationship management, onboarding and service workflows together.8.2
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
See all Game of Banking alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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