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Salesforce Financial Services Cloud
San Francisco, California, United States
What it is
Salesforce Financial Services Cloud brings customer information from banking, wealth, and insurance platforms together to support personalized engagement with industry-specific AI and automation. Its sales editions include financial-services data models, customer segmentation, and tools for financial goals and plans. Service editions add industry workflows, a customer service representative console, and Service Process Studio for low-code customization; combined editions span both areas. Agentforce 1 editions connect Salesforce and external data through Data Cloud and Financial Services Cloud Intelligence. The cloud product is intended for banking, insurance, wealth and asset management, and lending organizations. It is available on web, iOS, Android, and API. Features can be surfaced in the Salesforce mobile app by configuring its home page, navigation, actions, and components. Plans start at $325/user/mo, billed annually, and a 30-day trial is available. Salesforce says on-premises connections may need MuleSoft, an integration partner, or AgentExchange apps. Standard Success Plan resources are included with licenses.
For and against
For
- Sales editions include financial goals and plans.
- Service editions include low-code customization.
- Sales and service editions combine workflows and data models.
- 30-day trial is available.
- Standard Success Plan is included with licenses.
Against
- No free plan is offered.
- Plans start at $325/user/mo billed annually.
- On-premises connections may require additional integration components.
The verdict
Financial Services Cloud combines industry-specific sales and service capabilities with customer data and AI features. Consider the annual per-user starting price and potential requirements for on-premises integrations.
Who it suits
It suits banking, insurance, wealth and asset management, and lending organizations seeking sales, service, and customer data capabilities. Mobile features are available through the Salesforce app on iOS and Android.
Plans and prices
Financial Services Cloud Sales Core
Industry-specific data models · AI and Slack · Financial Goals and Plans
Read 21 Oct 2026 · salesforce.com
Financial Services Cloud Service Core
Industry-specific workflows · Service Process Studio · AI and Slack
Read 21 Oct 2026 · salesforce.com
Financial Services Cloud Sales & Service Core
Sales and service data models · Financial Goals and Plans · AI and Slack
Read 21 Oct 2026 · salesforce.com
Financial Services Cloud Service Max
Agentforce for Industries · Contact Center Digital · Workforce and Quality Management
Read 21 Oct 2026 · salesforce.com
Financial Services Cloud Sales Max
Agentforce for Industries · Performance Management · Digital Insurance and Digital Origination add-ons
Read 21 Oct 2026 · salesforce.com
Financial Services Cloud for Sales
per user · Enterprise Edition
Read 30 Sep 2026 · salesforce.com
Financial Services Cloud for Service
per user · Enterprise Edition
Read 30 Sep 2026 · salesforce.com
Financial Services Cloud for Sales and Services
per user · Enterprise Edition
Read 30 Sep 2026 · salesforce.com
Financial Services Cloud Agentforce 1 Sales
per user
Read 30 Sep 2026 · salesforce.com
On the record
- Additional support
- The Premier Success Plan costs 30% of net license fees and includes 24/7 support for business-stopping issues.salesforce.com · read 30 Sep 2026
- AI agents
- Salesforce provides prebuilt AI agents trained on banking, wealth, and insurance workflows.salesforce.com · read 21 Oct 2026
- API
- The REST API exposes Financial Services objects through the Connect REST endpoint at /services/data/vXX.X/connect/financialservices.developer.salesforce.com · read 21 Oct 2026
- Chrome extension
- Sales Cloud Everywhere lets users view tasks and alerts, create or update records, and work with Salesforce from Gmail or other web pages.help.salesforce.com · read 21 Oct 2026
- Company founded
- Gartner lists Salesforce as founded in 1999.gartner.com · read 21 Oct 2026
- Company headquarters
- Salesforce lists its headquarters at 415 Mission Street, San Francisco, California 94105.linkedin.com · read 21 Oct 2026
- Company legal name
- Crunchbase identifies the legal name as Salesforce, Inc.crunchbase.com · read 21 Oct 2026
- Company size
- LinkedIn lists Salesforce as a public company with 10,001 or more employees.linkedin.com · read 21 Oct 2026
- Compliance controls
- Salesforce describes data-residency controls, policy guardrails, prohibited-response blocking, regulatory testing, and immutable audit trails.salesforce.com · read 21 Oct 2026
- Core capabilities
- Sales editions include industry-specific data models, actionable segmentation, and financial goals and plans.salesforce.com · read 30 Sep 2026
- Customer 360
- The platform consolidates account, policy, portfolio, household, interaction, and referral information into a unified client view.salesforce.com · read 21 Oct 2026
- Developer documentation
- Salesforce provides a dedicated Financial Services Cloud Developer Guide and states that each API version is supported for at least three years from first release.resources.docs.salesforce.com · read 21 Oct 2026
- Documentation depth
- The Help center includes data-model, object, permission, implementation, insurance, lending, onboarding, dispute, and service-automation guides.help.salesforce.com · read 21 Oct 2026
- External data
- Agentforce 1 editions connect Salesforce and external data with Data Cloud and Financial Services Cloud Intelligence.salesforce.com · read 30 Sep 2026
- Financial data integrations
- Salesforce lists prebuilt APIs and mapped models for Money Guide Pro, Ortec, Experian, Mastercard, Onfido, and other systems.salesforce.com · read 21 Oct 2026
- Implementation model
- Salesforce recommends implementing most Financial Services functionality directly on the core platform; managed packages are optional for certain use cases.help.salesforce.com · read 21 Oct 2026
- Integrations
- Salesforce says products can integrate with outside applications and systems; on-premises sources may require MuleSoft, an integration partner, or AgentExchange apps.salesforce.com · read 30 Sep 2026
- Licence
- Salesforce software is licensed under subscription terms rather than released as open-source software; contracts restrict copying, sublicensing, reverse engineering, and derivative works.salesforce.com · read 21 Oct 2026