Sold by: Salesforce, Inc.
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
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196 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.
Accounting
Exceptionally Stable and User-Friendly with Outstanding Support
Reviewed on Nov 14, 2025
Review provided by G2
What do you like best about the product?
The system is easy to use, always works smoothly, never came across any problems with Sales Force. Customer support is always very responsive in a good timely manner, we use it daily at our line of work, very easy to integrate and train new staff of features provided.
What do you dislike about the product?
Actually, everything works well, it is one of the most stable systems we use at our work place, never experienced any difficulties with it, very easy and customer friendly.
What problems is the product solving and how is that benefiting you?
Sales force helps us maintain internal controls, provide our organization with tools to organize our work flow better and adhere to local and group regulations.
Bartek Y.
Modern Platform, Boosts Productivity & Enhances Visibility
Reviewed on Nov 13, 2025
Review provided by G2
What do you like best about the product?
I love Salesforce Financial Services Cloud for its 360-degree client view and customizable dashboards. These features enable me to effortlessly view financial accounts, interactions, and opportunities all in one place, significantly enhancing my decision-making and client engagement. The ability to manage client relationships, track financial accounts, and streamline processes provides better visibility and collaboration. Moreover, it efficiently resolves issues related to fragmented client data and manual processes by centralizing information and automating workflows. The modern interface of Salesforce Financial Services Cloud makes my team more productive. Additionally, the integration with tools like Microsoft Outlook for email syn and Teams for collaboration greatly enhances our workflow. The initial setup was very straightforward with guided configuration and templates, making the transition smooth and efficient.
What do you dislike about the product?
I find the platform can feel too complex to customize, which can be challenging when attempting to tailor it to specific needs. The reporting dashboards sometimes lack the flexibility required for niche financial metrics, which can limit insights and analysis. Additionally, maintaining a structured data model could be a potential improvement, as mapping external sources to Salesforce objects can enhance customization and ensure better alignment with financial account objects.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to manage client relationships and streamline processes, solving data fragmentation. It centralizes information, automates workflows, and provides a 360-degree client view, improving decision-making and client engagement.
simran b.
Centralized Treasury Management with Room for Navigation Improvement
Reviewed on Nov 13, 2025
Review provided by G2
What do you like best about the product?
I appreciate how Salesforce Financial Services Cloud centralizes all our treasury-related tasks, providing a clear, consolidated view of information such as bank account statuses, KYC progress, mandate updates, and communication with banks. This centralized system eliminates the inefficiency of data fragmentation, effectively saving me time from searching through emails and Excel sheets. I particularly like the activity timeline feature; the chronological view of all emails, notes, tasks, and status changes provides instant context, which makes my daily workflow much more efficient. This feature ensures that I don't have to dig through files as I can simply scroll through and immediately see what requires attention. The full history view for cases like account openings or mandate updates allows me to track interactions at a glance, know who contacted the bank, what documents were sent, and understand what is still pending. It speeds up processes and ensures nothing is left unchecked or forgotten.
What do you dislike about the product?
Switching between multiple cases feels a bit slow, and it could benefit from more streamlined navigation for multitasking. A feature that allows cases to stay open in tabs or lets me pin the ones I'm actively working on would be helpful. Additionally, having a quick access sidebar for recent items would save time.
What problems is the product solving and how is that benefiting you?
Salesforce Financial Services Cloud centralizes our treasury tasks, solving data fragmentation and providing clear visibility. The activity timeline improves efficiency by making updates traceable, reducing my need to search through emails or consult colleagues, thus speeding up our processes.
james g.
Simple to Use, But Performance Lags
Reviewed on Nov 12, 2025
Review provided by G2
What do you like best about the product?
I like that everything in Salesforce Financial Services Cloud is quite simple to use, which makes managing daily tasks straightforward and hassle-free.
What do you dislike about the product?
I find the constant need to log in every day to Salesforce Financial Services Cloud frustrating as it wastes a significant amount of time daily. Additionally, the application sometimes runs slow, impacting my efficiency. I also think the app performance on iPads could be improved to run smoother.
What problems is the product solving and how is that benefiting you?
I find Salesforce Financial Services Cloud easy to use, simplifying data input. However, the constant logging in and occasional slow performance can be frustrating. It could run smoother on iPads for improved efficiency.
Donte H.
Intuitive and Feature-Rich, But Occasionally Slow
Reviewed on Nov 11, 2025
Review provided by G2
What do you like best about the product?
I appreciate Salesforce Financial Services Cloud for its ability to manage client relationships and track financial data efficiently. Everything being in the same place makes it incredibly convenient, allowing me to handle tasks much more easily. I love the clean and intuitive UI/UX that ensures easy navigation, enabling me to find information quickly, which is essential for smooth operations. The interface's design makes accessing necessary features seamless and enhances the overall user experience. Furthermore, compared to previous platforms like CRM.com and HubSpot, Salesforce offers more robust features for financial management and better conversion rates, making it a superior choice for our needs. The simplicity of the initial setup, facilitated by comprehensive walkthroughs and guides, made the transition smooth, allowing my team to adapt quickly. Overall, Salesforce Financial Services Cloud aligns perfectly with our operational requirements while also providing a platform that's scalable and reliable.
What do you dislike about the product?
I experience a performance issue with Salesforce Financial Services Cloud, where it occasionally feels slow. This slowdown particularly occurs when navigating through the dashboard or switching between clients, and it's more noticeable when there is a lot of data to process.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to manage client relationships and track financial data, all in one place. Its clean UI/UX provides easy access and smooth navigation, enhancing my efficiency.