Salesforce Financial Services

Unify the financial services experience and unlock loyalty with Financial Services Cloud.
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Salesforce Financial Services Cloud integrates sales, service, and marketing into a consistent, personalized customer experience across all departments and communication channels. From tellers at retail banks to wealth & asset management advisors, Salesforce will help you transform how you work with customers as well as how you work within your organization.

The Financial Services Cloud and its asset management software centralizes all of your client data, so your client relationships are more visible and organized. That means that you will have more time to discover important insights, such as new growth opportunities. Plus, when all client interactions are recorded and managed in a platform, you will be better prepared to comply with regulations.
Core Features
Wealth Management Features
  • Attendance Tracking
  • Client Portal
  • Online Application
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Loyalty Program
  • Performance Measurement
  • Portfolio Management
  • Patient Records
Financial Planning Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Credit Card Management
  • Investment Management
  • Risk Management
  • Tax Management
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
Vendor pricing page
30 Days Trial
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Case Studies
  • On-Site Training
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