Empower financial success with Salesforce Financial Services Cloud — the world’s #1 AI CRM for financial services. Built to meet the complex demands of banking, insurance, and wealth management, Financial Services Cloud brings together trusted AI, industry-specific automation, and unified data to deliver connected, compliant, and personalized experiences at scale. With Agentforce, we’re helping firms redefine service and relationship-building — making them truly limitless.
Grow Trusted Relationships
Deliver seamless and personalized interactions across every touchpoint.
* Unify data across lines of business to provide a 360° client view
* Strengthen trust with personalized onboarding, advice, and service
* Empower bankers, advisors, and agents with actionable insights
* Increase deposit growth and wallet share with AI-informed engagement
Reduce Cost to Serve
Drive efficiency with automation and digital labor.
* Streamline service with out-of-the-box workflows and automation
* Reduce manual processes with low-code/no-code customization
* Accelerate case resolution with AI-powered Agentforce
* Lower operational costs while improving productivity
Personalize at Scale
Deliver intelligent engagement with precision and empathy.
* Activate real-time data and segmentation across systems
* Use AI to generate tailored product offers and communications
* Engage customers and policyholders across digital and human channels
* Enhance loyalty with timely, relevant, and personalized journeys
Mitigate Regulatory Risk
Operate with confidence in a highly regulated industry.
* Embed compliance guardrails in every workflow
* Monitor and enforce policies with AI-driven controls
* Ensure auditability with secure, explainable data and insights
* Reduce risk across front, middle, and back-office operations