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Financial Services Cloud Pricing | Salesforce

Financial Services Pricing

Free your teams to focus on what matters most, with purpose-built products for financial services.

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Choose the right Financial Services Cloud products for your business needs.

Financial Services Cloud for Sales

The financial services CRM for sales with automation and AI.
Starting at
$ 325
USD/User/Month
(Billed annually)
  • Industry-Specific Data Models using Sales Cloud Enterprise Edition as a foundation
  • Actionable Segmentation for Efficient Outreach
  • Financial Goals and Plans to Empower Your Customers Financial Success

Financial Services Cloud for Service

The financial services CRM for service with built-in AI.
Starting at
$ 325
USD/User/Month
(Billed annually)
  • Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
  • Easy-to-Use CSR Console for Single Pane of Glass
  • Service Process Studio for Low-Code Customization

Financial Services Cloud for Sales and Services

The full Customer 360 experience spanning sales and service.
Starting at
$ 350
USD/User/Month
(Billed annually)
  • Industry-Specific Data Models and workflows using Sales Cloud and Service Cloud Enterprise Edition as a foundation
  • Financial Goals and Plans to Empower Your Customers Financial Success
  • Service Process Studio for Low-Code Customization

Become an Agentic Enterprise with our Financial Services Cloud Agentforce product editions.

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Financial Services Cloud Agentforce 1 Sales

The best of Salesforce Sales for bankers, advisors, and brokers.
$ 750
USD/User/Month
(Billed annually)
  • Everything in Unlimited, plus Performance Management, Scheduler, Enablement, and Team Collaboration with Slack
  • Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
  • Flex Credits for Agentforce

Financial Services Cloud Agentforce 1 Service

The best of Salesforce Service for financial services, contact centers, and service operations.
$ 750
USD/User/Month
(Billed annually)
  • Everything in Unlimited, plus Digital Engagement, Scheduler, and Team Collaboration with Slack
  • Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
  • Flex Credits for Agentforce

Choose the right insurance products for your business needs.

Digital Insurance

Enable all core insurance operations from a unified customer-centric platform.
Starting at
$ 180,000
USD/Org/Year
(Billed annually)
  • Manage the entire policy lifecycle on a unified, digital-first insurance platform
  • Manage claims lifecycles across intake, adjudication, reserves, and payment
  • Automate your entire group benefits value chain on a single platform for faster speed to market

Financial Services Cloud for Insurance Brokerages

The best of Salesforce for insurance brokers.
$0 add-on SKU with Financial Services Cloud
  • Insurance Brokerage-Specific Data Models and Workflows using Sales Cloud and Service Cloud Enterprise Edition as a Foundation
  • Single Pane of Glass for Producers and Account Managers
  • Commission Processing and Revenue Tracking

Choose the right Digital Origination and Collections products to meet your end-to-end banking business needs.

Digital Origination

Simplify digital origination on a flexible, AI-powered platform.
Starting at
$ 175,000
USD/Org/Year
(Billed annually)
  • Product Catalog and Salesforce Pricing
  • Prebuilt Loan Applications
  • Underwriter Console

Collections & Financial Recovery

Simplify your collections process & boost financial recovery.
Starting at
$ 0
USD/User/Month
(Billed annually)
  • Collections Assistance
  • Collections Automated Outreach
  • Promise to Pay

Choose Process Compliance Navigation to meet your governance, compliance and regulatory needs.

Process Compliance Navigator Admin

Make compliance your strategic advantage.
Starting at
$ 125
USD/User/Month
(Billed annually)
  • AI-powered Clause Extraction
  • Compliance Controls Management
  • Compliance Effectiveness Reports

Process Compliance Navigator Base User

Extend compliance enforcement and monitoring to your frontline.
Starting at
$ 20
USD/User/Month
(Billed annually)
  • Risk Surveys
  • Policy Acknowledgement & Portal
  • Natural Language Policy Controls

Customize and compare financial services products.

Expert support at every stage

With resources, guidance, and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a future with AI.

Standard Success Plan

Set your company up for success with self-guided, always-on resources.
Included in all licenses
  • Access to Knowledge Articles, documentation, and Trailhead
  • Global Trailblazer Community

Premier Success Plan

Start strong and grow your business with expert guidance and expedited support.
30% of net license fees
  • Expert guidance and product education
  • Health checks and recommendations
  • Access to 24/7 support for business-stopping issues
  • Bundled with Unlimited Edition

Signature Success Plan

Get the most value from Salesforce with a proactive partnership and personalized experience.
Contact your account executive
  • Designated Customer Success Manager
  • Customer Success Score
  • Proactive Monitoring and Key Event Management
  • Fastest 24/7 support response times

Ready to take the next step with the world's #1 Agentic CRM for financial services?

Start your trial.

Try Financial Services Cloud free for 30 days. No credit card. No installations.

Talk to an expert.

Tell us a bit more so the right person can reach out faster.

Watch a demo.

Learn how Salesforce for financial services empowers customers' financial success.

Financial Services Cloud Pricing FAQ

Are there upfront costs or additional fees with Financial Services Cloud for Sales?

In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that dont have built-in integration, like on-premises data sources, you can purchase licenses of MuleSoft, work with our integration partners, or use agents and apps on AgentExchange

What if my business priorities and business needs have changed?

We know things dont always go according to plan, and were here and will try our best to support. Reach out to a sales representative at 1-800-664-9073 to discuss options.

Do Salesforce products integrate with outside applications and systems?

Salesforce has all kinds of add-ons, agents, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-664-9073 to discuss exactly what kind of products youre looking to add and how we can help.

What support and service packages are available?

We offer several advisory, adoption, and support plans to our customers. To learn more, visit Success Cloud.

What is the difference between Financial Services Cloud and the Sales Cloud and Service Cloud product?

Financial Services Cloud comes out of the box with all the features in Sales Cloud and Service Cloud, plus an industry-specific data model, objects, and capabilities. Built on the Headless 360 platform, Financial Services Cloud delivers speed to value and continuous, relevant innovation so financial services firms can save time and money on customizations as well as accelerate business growth.

Do I have to buy separate Financial Services Cloud products for my different lines of business?

Whether you are a part of a wealth management firm, insurance company, or bank, Financial Services Cloud is one product that unifies customer experiences across consumer and commercial lines of business.

Can I upgrade Financial Services Cloud for Sales at any time? Can I add more products later on?

You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-664-9073 to explore Financial Services Cloud pricing and to see what works for your business.


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