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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110 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.
Information Technology and Services
Its a good tool
Reviewed on Jul 29, 2025
Review provided by G2
What do you like best about the product?
Easy to use User interface, fast and responsive, good functionalities, which helps to do the work efficiently and effectively in every work environment
What do you dislike about the product?
Can be more simple, a quick walkthrough guides/videos will be helpful to new users, we can add more functionalities, also we can introduce AI to make enhance productivity and minise time
What problems is the product solving and how is that benefiting you?
Clearing up open payroll cases, it helps me track, resolve and analyse the cases, in very efficient and effective manner, very powerful tool, highly recommended
Arthur M.
It’s very synchronized with all data in the data base.
Reviewed on Jul 27, 2025
Review provided by G2
What do you like best about the product?
I really like how convenient each category of information is able to be found quickly. And it’s not hard to read. If I had more categories, I would use them in salesforce
What do you dislike about the product?
I guess I really like how simple the platform is to learn & teach. I’ve also utilized it in different industries where I’ve had to retain clientele or book of business. Not much to dislike
What problems is the product solving and how is that benefiting you?
It’s saving time and money from filing paperwork and a file cabinet to digitizing it on a screen. Or mobile device with Internet connection anywhere..
Amitesh R.
Super bulid financial services cloud
Reviewed on Jul 22, 2025
Review provided by G2
What do you like best about the product?
Built-In Compliance Tools:-
1. Helps stay compliant with regulations like FINRA, SEC, and insurance industry standards.
2. Offers audit trails, permission controls, and record-keeping support.
1. Helps stay compliant with regulations like FINRA, SEC, and insurance industry standards.
2. Offers audit trails, permission controls, and record-keeping support.
What do you dislike about the product?
It's high cost, complexity and steep learning curve and customization is but challenging and also require specialized technical expertise or third-party consultants
What problems is the product solving and how is that benefiting you?
It has benefited in lot more ways like having a real time data within a short period of time within dashboard representation also it's Built-In Compliance Tool helps us in stay compliant with regulations which also offers audit trails, permission controls and record-keeping
Financial Services
Easy access to information anywhere
Reviewed on Jul 22, 2025
Review provided by G2
What do you like best about the product?
Easy access to information produced by the entire team. Online access so quick to log in when travelling. Reports can be generated without programming.
What do you dislike about the product?
Would have appreciated if Task-fields allowed us to format text and to include charts and photos. Would like to store notes in a format similar to MS Word.
What problems is the product solving and how is that benefiting you?
We store information on meetings in the system. Hence we then can retrieve previous conversations and compare what the decision makers said in earlier meetings.
Financial Services
Fácil de usar e interactivo
Reviewed on Jul 21, 2025
Review provided by G2
What do you like best about the product?
Lo que más me gusta de Salesforce Financial Services Cloud es su capacidad para unificar todos los datos relevantes del cliente en un solo lugar, lo que facilita ofrecer un servicio personalizado, ágil y proactivo. Además, sus herramientas analĂticas y automatizaciones ayudan a tomar decisiones estratĂ©gicas más informadas y centradas en el cliente.
What do you dislike about the product?
Lo que no me gusta de Salesforce Financial Services Cloud es que, aunque es una herramienta muy poderosa, su configuración inicial puede ser compleja y requiere una curva de aprendizaje considerable. Además, ciertas personalizaciones avanzadas pueden implicar costos adicionales o depender del soporte técnico especializado, lo que puede limitar a equipos con menos recursos.
What problems is the product solving and how is that benefiting you?
Uno de los problemas de Salesforce Financial Services Cloud es que su alta capacidad de personalización puede hacerlo complejo de implementar sin apoyo técnico especializado. Esto representa un reto, pero también me beneficia porque me obliga a conocer mejor los procesos del negocio y a optimizarlos desde el inicio. Al invertir tiempo en su correcta configuración, obtengo una plataforma sólida, adaptada a mis necesidades, que mejora la productividad y la relación con los clientes a largo plazo.