Sold by: Salesforce, Inc.Â
Deployed on AWS
Financial Services Cloud increases productivity and lowers costs while delivering innovations and maximizing speed to value enabling you to grow trusted relationships. Accelerate your customer onboarding securely. Increase retention and loyalty with automation and AI powered service at scale. Deliver intelligent advice and insights to empower your customers financial success.
Overview
Financial Services Cloud accelerates business outcomes for Banks, Wealth Managers, and Insurers by providing tailored solutions that address the unique needs of each sector. Our solutions offer a holistic and integrated approach, seamlessly aligning technology from the Salesforce C360 now including Agentforce with industry specific processes.
Purpose built industry functionality and the capabilities of Sales Cloud and Service Cloud augmented with AI technology enable financial services firms to increase employee productivity, accelerate time to value, and deepen customer trust with every interaction. Instead of having to start with a generic Customer 360 that needs a lot of customization, Financial Services Cloud provides prebuilt applications and AI agents with user experiences, automation, and integration designed based on industry best practices.
For our Customers, this translates into:
- Data and insights consolidated from across functions to drive personalization and better decision making
- Increased operational efficiency through streamlined workflows and a unified view of the customer
- Agility to adapt quickly to regulatory changes and evolving compliance requirements
- A catalyst for innovation through faster adoption of emerging technologies like generative AI built on a foundation of trust and accuracy
- Simplified low & no-code integration patterns and reduced technical debt
Highlights
- Improve efficiency with automation and agility and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows
- Innovate with confidence across the customer lifecycle with built-in regulatory compliance and best practice solutions for Data Privacy and Know Your Customer
- Easily incorporate add-ons like Data Cloud and Marketing Cloud with seamless extensions unique to Financial Services, or capabilities from our partner ecosystem
Details
Unlock automation with AI agent solutions
Fast-track AI initiatives with agents, tools, and solutions from AWS Partners.
Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Custom pricing options
Pricing is based on your specific requirements and eligibility. Request a private offer to receive a custom quote. Sign in to view any offers that have been extended to you.
Legal
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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Customer reviews
0 ratings
0 AWS reviews
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128 external reviews
Star ratings include only reviews from verified AWS customers. External reviews can also include a star rating, but star ratings from external reviews are not averaged in with the AWS customer star ratings.
Oscar E.
Great UI, very interactive
Reviewed on Sep 24, 2025
Review provided by G2
What do you like best about the product?
The UI is great. If you have used Salesforce you will be familiar with some tool, colors, options. It has much much better interface than most fin services software. It feels modern and easy to use.
What do you dislike about the product?
If you have not used Salesforce before you might have some hard time understanding it. Additionally, some of the same issues in Salesforce happen in Salesforce Fin Services Cloud such as the inability to communicate between tables and sources, and reporting is limited,
What problems is the product solving and how is that benefiting you?
It is very useful if you already have Salesforce, since it connects nicely with the CRM part of the software. The alert system is great. And it is useful to have contacts, relationships, accounts and financials in the platform.
Daniel G.
Personalized Client Engagement in Financial Services
Reviewed on Sep 12, 2025
Review provided by G2
What do you like best about the product?
The platform gives a complete view of client relationships, making it easier to personalize interactions. Built-in financial services tools like relationship maps and compliance workflows save time, while automation improves efficiency and reduces manual effort.
What do you dislike about the product?
Setup can be complex and often requires consultants. Licensing and customization are costly, and the system has a steep learning curve. Some firms still need extra tailoring to align the platform with their workflows.
What problems is the product solving and how is that benefiting you?
It helps us unify client data across multiple systems, giving advisors a complete picture of each relationship. This reduces manual tracking, improves compliance, and allows us to deliver more personalized service. Automation of onboarding and regulatory processes saves time and lets our team focus more on building client trust and driving growth.
Raveendhran M.
Reliable and Customizable Solution for Financial Services
Reviewed on Sep 11, 2025
Review provided by G2
What do you like best about the product?
What I like best about Salesforce Financial Services Cloud is how it brings together customer information, financial accounts, and interactions in one place. The ability to view a complete, 360-degree profile of each client helps us deliver personalized advice and build stronger relationships. The platform’s flexibility allows us to configure it to fit our specific workflows without compromising on security or compliance requirements.
I also appreciate the automation features that reduce manual tasks, allowing our team to focus on more value-added activities. The seamless integration with other Salesforce tools makes collaboration easier, and the reporting features help us track performance and customer engagement effectively. The user-friendly interface and supportive community make adoption smooth and efficient.
I also appreciate the automation features that reduce manual tasks, allowing our team to focus on more value-added activities. The seamless integration with other Salesforce tools makes collaboration easier, and the reporting features help us track performance and customer engagement effectively. The user-friendly interface and supportive community make adoption smooth and efficient.
What do you dislike about the product?
While Salesforce Financial Services Cloud is a fantastic platform, one area that could be improved is the setup process. Because it offers so many features and customization options, it can take some time to configure everything exactly how we need it. However, this also means it’s a very flexible solution that can be tailored to meet specific requirements.
Sometimes new users may find it a bit overwhelming at first, but with the available training resources and support, it’s easy to get up to speed. The investment in time upfront really pays off in the long run, as the platform helps us work more efficiently and serve our clients better.
Sometimes new users may find it a bit overwhelming at first, but with the available training resources and support, it’s easy to get up to speed. The investment in time upfront really pays off in the long run, as the platform helps us work more efficiently and serve our clients better.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud is solving several key challenges we faced in managing client relationships and financial data. Before using the platform, our teams struggled with scattered information, inefficient workflows, and limited visibility into customer needs. With this solution, we can now access a complete view of each client’s profile, financial accounts, and interactions in one place.
This has greatly improved how we serve our clients by enabling personalized advice, faster response times, and better collaboration across teams. Automation tools have also helped reduce manual tasks, freeing up time to focus on strategic work. The platform’s built-in compliance and security features give us confidence that we’re handling sensitive information properly.
Overall, it’s helping us work smarter, build stronger client relationships, and deliver higher-quality service.
This has greatly improved how we serve our clients by enabling personalized advice, faster response times, and better collaboration across teams. Automation tools have also helped reduce manual tasks, freeing up time to focus on strategic work. The platform’s built-in compliance and security features give us confidence that we’re handling sensitive information properly.
Overall, it’s helping us work smarter, build stronger client relationships, and deliver higher-quality service.
Education Management
Review of Salesforce Financial Services Cloud
Reviewed on Sep 10, 2025
Review provided by G2
What do you like best about the product?
I like how Salesforce Financial Services Cloud centralizes client data and provides a 360-degree view, making it easier to manage relationships and deliver personalized experiences.
What do you dislike about the product?
Sometimes Salesforce Financial Services Cloud can be complex to set up and customize, especially for teams new to the platform. Certain features require additional configuration or training, which can take extra time and resources. However, once properly set up, it’s very powerful for managing client relationships and data.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud helps solve the problem of fragmented client data by providing a centralized platform where all client information, interactions, and financial accounts are visible in one place. This benefits me by making it easier to track relationships, collaborate with team members, and deliver personalized experiences efficiently, ultimately saving time and improving client satisfaction.
Dylan S.
Well encompassing and good for beginners.
Reviewed on Sep 08, 2025
Review provided by G2
What do you like best about the product?
For beginners using this type of software, it is easy to learn and understand, and has everything you need. It is easy to navigate and therefore will retain a lot of customers.
What do you dislike about the product?
I think the software may be a little basic for advanced users. Once customers become more familiar and advanced and their needs for the software change, they may look for new products.
What problems is the product solving and how is that benefiting you?
The product has help me organize and analyze to make my job easier. Trying to track finances through paper can take more time and lead to more errors.