Salesforce Financial Services Cloud
Salesforce Financial Services Cloud: A financial-services CRM with deep workflows, compliance controls, and enterprise pricing. Ranked #1 of 28 in Financial Services CRM Software by our editors (9.3/10); pricing: 30-day trial; best for large financial institutions.
At a glance
- Editor score9.3 / 10
- Pricing30-day trial
- Best forLarge financial institutions
- Free planNo
- Paid from$325/user/mo
- Compliance workflowsYes
- Founded1999 · San Francisco, California, United States
- Facts checked20 Sep 2026
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
Our verdict on Salesforce Financial Services Cloud
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, client onboarding, service workflows, compliance processes, analytics, and AI-assisted automation. Its scope suits large financial institutions that need sales, service, onboarding, and regulatory operations connected in one platform rather than a general-purpose CRM with limited financial-services structure.
The published plans show a paid model with annual billing. Financial Services Cloud for Sales costs $325 per user per month and includes industry-specific data models, actionable segmentation, and financial goals and plans. Financial Services Cloud for Service is also $325 per user per month, adding industry-specific workflows, a CSR console, and Service Process Studio. The Sales and Service edition costs $350 per user per month and combines those functional areas. Agentforce 1 Sales and Agentforce 1 Service each cost $750 per user per month, with capabilities such as Scheduler, Slack collaboration, Data Cloud and Financial Services Cloud Intelligence connectivity, and Flex Credits for Agentforce. A 30-day trial is available, and some capabilities, editions, and integrations require separate licenses or add-ons.
Compliance and onboarding are central strengths. KYC data models, document checklists, e-signatures, configurable controls, workflow-based regulatory processes, and time-stamped audit trails support structured financial operations. Client self-service portals, appointment management, prebuilt banking, wealth, and insurance workflows, and integrations with Outlook, Gmail, Google Calendar, Microsoft Exchange, Teams, Mastercard, Visa, Guidewire, MuleSoft, and Data 360 extend its ecosystem fit. Organizations needing a connected financial-services operating platform should consider it; smaller teams or buyers prioritizing lower per-user costs and simpler deployment should look for a narrower CRM.
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Salesforce Financial Services Cloud pricing
All 5 Salesforce Financial Services Cloud plans and prices →
Salesforce Financial Services Cloud fact sheet
| 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 |
| Free trial | 30 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Community, Docs · 24/7 |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 11 integrations: Microsoft Outlook, Gmail, Google Calendar, Microsoft Exchange, Office 365, Microsoft Teams … |
| Pricing | 30-day trial (source) |
| Website | salesforce.com |
| Facts checked | 20 Sep 2026 |
Salesforce Financial Services Cloud integrations
Salesforce Financial Services Cloud lists 11 integrations on its own site.
- Microsoft Outlook
- Gmail
- Google Calendar
- Microsoft Exchange
- Office 365
- Microsoft Teams
- Mastercard
- Visa
- Guidewire
- MuleSoft
- Data 360
Alternatives to Salesforce Financial Services Cloud
- Zoho CRMFlexible CRM coverage at a low entry price, with limited financial-services specialization.9.0
- Creatio CRMA broad, configurable CRM for teams that need cross-functional automation.8.9
- PractifiA feature-rich CRM for advisory firms that need workflows, portals, and compliance controls.8.8
See all Salesforce Financial Services Cloud alternatives →
Salesforce Financial Services Cloud vs the competition
- Salesforce Financial Services Cloud vs Zoho CRM
- Salesforce Financial Services Cloud vs Creatio CRM
- Salesforce Financial Services Cloud vs Practifi
- Salesforce Financial Services Cloud vs Redtail CRM
- Salesforce Financial Services Cloud vs Wealthbox
- Salesforce Financial Services Cloud vs Pega CRM
Compare Salesforce Financial Services Cloud with any tool side by side →
Also Ranked In
Salesforce Financial Services Cloud is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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