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Drive customer growth and loyalty in financial services with Data + AI + CRM + Trust.

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Salesforce Financial Services Cloud Overview

Salesforce Financial Services Cloud is a specialized software designed for finance professionals. It's a part of Salesforce, a famous platform known for managing customer relationships. This software is tailored to help banks, insurance companies, and wealth management firms better serve their clients. It does so by giving a complete view of each customer's profile, including their financial goals and history. This makes it easier for professionals to offer personalized advice and services. The software also streamlines tasks like managing accounts and tracking client interactions, all on a single platform. It’s user-friendly, integrates well with other tools, and can be accessed from anywhere, making it a great choice for financial service providers looking to enhance their client relationships and efficiency.
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Salesforce Financial Services Cloud screenshot & Video

Contact Details

  • Vendor Name Salesforce
  • Founded 2003
  • Location United States
  • Employees 1000+

Support

  • 27x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Language Supported

English

Industries

Financial Services

Salesforce Financial Services Cloud Features

  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management

Salesforce Financial Services Cloud Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment
Pricing Page   Demo Page  

Plans & Packages

Sales

$300 Per Month

Salesforce Financial Services Cloud FAQs

  • No, Salesforce Financial Services Cloud does not offer a free version.

  • Yes, Salesforce Financial Services Cloud offers a free trial.

  • No, Credit Card details are not required for the Salesforce Financial Services Cloud trial.

  • Salesforce Financial Services Cloud offers the following pricing plans & packages:

    Starting Plan:

    $300 Per Month

  • Salesforce Financial Services Cloud supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • Yes, Salesforce Financial Services Cloud offers an API.

  • Salesforce Financial Services Cloud offers support with the following options:
    • 27x7 Support , Email , Phone , Chat , Knowledge Base

  • Salesforce Financial Services Cloud offers training with the following options:
    • In-person , Webinar , Documentation

  • Salesforce Financial Services Cloud supports the following languages:
    • English

  • Following are the typical users of the Salesforce Financial Services Cloud:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Salesforce Financial Services Cloud supports the following deployment:
    • Cloud Hosted

  • Salesforce Financial Services Cloud supports the following devices and operating systems:
    • Web-Based