Sold by: Salesforce, Inc.
Deployed on AWS
Agentforce Financial Services (formerly called Financial Services Cloud) helps financial institutions break free from disconnected systems and manual work to become an Agentic Enterprise. Our purpose-built, interoperable platform embeds AI agents directly into your ecosystem, collaborating with human teams and serving customers 24/7. Unlock limitless growth and anticipatory service with the peace of mind of uncompromising compliance that keeps your reputation safe and fines at bay.
4.3
Overview
In an industry paralyzed by fragmented data and disconnected systems, bankers and advisors are forced to spend 70% of their day on manual busywork rather than serving clients. Agentforce Financial Services breaks this cycle by transforming your organization into an Agentic Financial Services Enterprise. Built on the #1 AI CRM for Financial Services, our open and interoperable platform connects your legacy cores, silos, and third-party apps into a single, secure ecosystem.
We go beyond traditional CRM by embedding autonomous AI agents directly into the flow of work. These agents act as trusted digital teammates, collaborating with your human teams to automate complex tasks like meeting prep, transaction disputes, and regulatory reporting, while serving customers 24/7 with human-like experiences and accuracy. This allows your human teams to shift from reactive support to anticipatory service, using unified data to predict client needs and offer life-centric financial advice before problems arise.
Crucially, innovation never comes at the cost of safety. With compliance and trust at the heart of everything we build, we embed automated guardrails and audit trails into every interaction, ensuring that both human and AI agents operate with uncompromising compliance. Whether you are in Banking, Wealth Management, Insurance, or Lending, Agentforce Financial Services empowers you to eliminate friction, secure your reputation, and build the future of financial services today.
The Urgency of Now: Financial Services as Agentic Enterprises
Financial institutions are at a breaking point. Decades of layering point solutions and manual compliance have created a paralyzing maze. Today, advisors spend 70% of their time navigating disconnected screens and chasing data, leaving only a fraction for the client relationships that drive revenue. In an era of compressed margins, this inefficiency is an existential threat.
The technology has finally caught up to the ambition.
We have moved beyond passive chatbots into the era of the Agentic Enterprise. With Agentforce Financial Services, AI is no longer just summarizing data; it is performing work. These autonomous agents act as 24/7 teammates, handling the heavy lifting of meeting prep, transaction research, and regulatory reporting.
This shift enables a move from reactive support to anticipatory service. While competitors wait for the phone to ring, an Agentic Enterprise proactively analyzes liquidity signals and predicts life events to guide clients toward financial wellness.
Crucially, this speed is built on a foundation of uncompromising compliance. By embedding regulatory guardrails directly into the workflow, every interaction is secure and auditable by design.
The choice is clear: continue fighting the friction of legacy systems, or liberate your team. The future of financial services belongs to the Agentic Enterprise. The time to build it is now.
Highlights
- Prupose-built AI CRM for the Agentic Financial Services Enterprise. Unify your entire ecosystem on a purpose-built, interoperable platform designed for the unique needs of financial services.
- Move faster with financial services data models, workflows, and prebuilt AI agents. Eliminate frication so sellers can focus on deepening relationships.
- Activate data to deeply understand clients and hyperpersonalize every interaction. Deliver anticipatory service built on deep client understanding.
Details
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Delivery details
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Customer reviews
Financial Services
Person Account Management Shines in Financial Cloud
Reviewed on Dec 09, 2025
Review provided by G2
What do you like best about the product?
Managing the Person Account , which is a very good feature of financial cloud. The New Layout and financial field organized is better. Need Mobile specific features to use ease with agent force
What do you dislike about the product?
Financial cloud person account functionality is very complicated and confusing . This is something that shall be improved and can be made so simple .
What problems is the product solving and how is that benefiting you?
Managing the Person Account , which is a very good feature of financial cloud. The New Layout and financial field organized is better. Managing the Person account was a big issue which is solved
Computer Software
Automates Regulated Workflows and Enhances Client Management
Reviewed on Dec 04, 2025
Review provided by G2
What do you like best about the product?
Action Plans, workflow templates, and the new Agentforce for Financial Services enable us to automate processes that are both repeatable and regulated. Additionally, the platform offers features like householding, visual relationship maps, and an 'Actionable Relationship Center,' which further enhance our ability to manage client relationships efficiently.
What do you dislike about the product?
Various personas, such as advisors, operations staff, call centre agents, and partners, often require different combinations of licenses. This can make it easy for the overall cost to increase rapidly.
What problems is the product solving and how is that benefiting you?
I spend less time searching for information and make fewer mistakes, which leads to better conversations with clients. Being able to see the entire relationship in one place truly makes a difference.
Zak G.
Effortless Client Monitoring, Seamless Outlook Integration
Reviewed on Dec 04, 2025
Review provided by G2
What do you like best about the product?
I appreciate Salesforce Financial Services Cloud for its ease in accessing client information, which has significantly streamlined the way I update client records and track their progress. The platform effectively helps me in producing relevant reports, which are critical for crafting review and advice letters sent to clients. I find it invaluable for monitoring investments and managing cases efficiently. I love how logging meetings is seamless, and its integration with Microsoft Outlook allows me to add the meetings effortlessly, enhancing my coordination capabilities. The initial setup was straightforward and easy, allowing me to get started without hurdles. Salesforce Financial Services Cloud provides an intuitive way to monitor client progress, making my workflow more efficient. The overall experience is so positive that I would confidently rate it a 10 out of 10 and recommend it to colleagues.
What do you dislike about the product?
Being granted access to certain features or information can take a considerable amount of time. Additionally, although I can log phone calls and meetings seamlessly, it is unclear whether there's a functionality for logging emails, which would be a useful feature.
What problems is the product solving and how is that benefiting you?
I use Salesforce Financial Services Cloud to efficiently update client information, track investments, and monitor progress, simplifying how I produce reports and coordinate meetings, especially with Outlook integration.
Buta M.
Unified Client Insights and Streamlined Processes
Reviewed on Dec 03, 2025
Review provided by G2
What do you like best about the product?
ts ability to provide a unified, 360-degree view of clients, streamline complex processes with pre-built industry-specific features, and automate compliance and personalized client experiences
What do you dislike about the product?
Performance can be slow with large datasets or heavy customization, and some users find the interface can feel busy or require too many clicks for certain tasks
What problems is the product solving and how is that benefiting you?
helps consolidate all our customer support interactions into one place, which makes it much easier to track cases, respond quickly, and maintain consistency across channels.
Viktoriya T.
The Go-To Platform for Trusted, Personalized Financial Engagement
Reviewed on Dec 03, 2025
Review provided by G2
What do you like best about the product?
It’s the definitive platform for driving trusted, personalized, and efficient engagement in the financial sector. The platform is easy to work with. It is user friendly.
What do you dislike about the product?
In summary, while FSC offers unparalleled functionality for the financial sector, the initial sticker price, deep technical complexity, and the necessary organizational commitment to training and data transformation are the biggest headaches
What problems is the product solving and how is that benefiting you?
In essence, Salesforce Financial Services Cloud solves the problem of fragmented data and generic tools in a highly regulated, relationship-driven industry. The core benefit to me is being empowered to be more efficient, more knowledgeable, and more valuable to the client.