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Starts at
₹800/mo
Salesforce Financial Services Cloud
by Salesforce · San Francisco, United States · Since 1999
CRM for banks, insurers and wealth managers with household relationships, financial accounts and compliance workflows on Salesforce.
- Starting price
- Paid plans
- Free trial / plan
- Free trial
- Deployment
- Cloud
- Web
- App Advisor rating
- 4.0
- transparency & India fit
What is Salesforce Financial Services Cloud?
Salesforce Financial Services Cloud is crm software from Salesforce, based in San Francisco, United States and has been building software since 1999. CRM for banks, insurers and wealth managers with household relationships, financial accounts and compliance workflows on Salesforce.
CRM software organises leads, contacts, deals and follow-ups so your sales team stops working from memory and WhatsApp. The right choice depends far more on your sales motion than on feature count — a long-cycle B2B pipeline and a high-volume inside-sales floor need genuinely different tools.
Pricing is quoted per organisation, so ask the vendor for a proposal that matches your size. Beyond crm software, Salesforce Financial Services Cloud also covers workflow automation & integration.
What works well
- +Free trial available
- +Developer API documented on the official site
What to watch out for
- −No permanently free plan
- −Global vendor — check India-specific compliance (GST, TDS) and support hours before you commit
Best suited for: Small business · SMB · Mid-market
Salesforce Financial Services Cloud at a glance
Analysing Salesforce Financial Services Cloud — pricing, features, reviews and alternatives…
Generated by App Advisor's native engine from this listing's verified data — not a paid placement.
Salesforce Financial Services Cloud features
As listed on Salesforce Financial Services Cloud's official website.
- Agentforce
- Artificial Intelligence
- Agentforce & AI App Development
- Data Security & Privacy
- Informatica
- Analytics
- MuleSoft
- Flow Automation
- Heroku
- Americas
- Europe, Middle East, and Africa
- Asia Pacific
What customers say about Salesforce Financial Services Cloud
Testimonials published on Salesforce Financial Services Cloud's own website, selected by the vendor. These are not independent reviews.
“With a connected platform for customer relationship management across the bank, we’re able to deliver seamless and consistent experiences at scale. Milind Nagnur Group President and Chief Technology, Kotak Mahindra Bank” Source
“Salesforce Shield enabled us to understand with a deeper level of granularity what's happening in the environment and even prevent bad things from happening. Andrea Acciarri Principal, Cyber, Risk & Reg, PwC” Source
“This Contact Centre will help us streamline our enrolment process and empower our teams with unified data and AI-driven insights. George Reuter Managing Director of Impact & Innovation, Compass Working Capital” Source
Salesforce Financial Services Cloud pricing
Entry price
Paid plans
Published subscription pricing, taxes extra
How Salesforce Financial Services Cloud charges. Plans scale with users or features. Annual billing is usually 15–25% cheaper than monthly, and GST is added on top of listed prices in India.
Read from the vendor's official website. Prices change — confirm on salesforce.com.
Salesforce Financial Services Cloud screenshots
Specifications
- Category
- CRM software, Workflow automation & integration
- Vendor
- Salesforce
- Headquarters
- San Francisco, United States
- Founded
- 1999
- Pricing model
- Subscription
- Starting price
- Paid plans
- Deployment
- Cloud
- Platforms
- Web
- Best for
- Small business, SMB, Mid-market
- Made in India
- No
More software like Salesforce Financial Services Cloud
Alternatives, the same vendor's other products and India-first picks.
Compare all Salesforce Financial Services Cloud alternatives with pricing →
Salesforce Financial Services Cloud — frequently asked questions
Where is the Salesforce Financial Services Cloud login page?+
Salesforce Financial Services Cloud's login is at https://billing.salesforce.com/login?source=salesforce_nav, linked from its official website.
How do I sign up for Salesforce Financial Services Cloud?+
New accounts are created at https://www.salesforce.com/in/crm/free-trial/ on Salesforce Financial Services Cloud's official site.
How much does Salesforce Financial Services Cloud cost?+
Salesforce Financial Services Cloud publishes its plans at https://www.salesforce.com/in/agentforce/pricing/. Check that page for current prices, as plans change.
Does Salesforce Financial Services Cloud have a free trial?+
Yes. Salesforce Financial Services Cloud's official site offers a free trial.
What is Salesforce Financial Services Cloud?+
Salesforce Financial Services Cloud is crm software by Salesforce. CRM for banks, insurers and wealth managers with household relationships, financial accounts and compliance workflows on Salesforce.
How much does Salesforce Financial Services Cloud cost?+
Salesforce Financial Services Cloud is a paid product. Check Salesforce's official pricing page for current plans, or request a quote through App Advisor.
Does Salesforce Financial Services Cloud offer a free trial or free plan?+
App Advisor's listing records a free trial for Salesforce Financial Services Cloud. Confirm the current trial terms on Salesforce's official site.
Is Salesforce Financial Services Cloud made in India?+
No. Salesforce Financial Services Cloud is developed by Salesforce in San Francisco, United States.
Who is Salesforce Financial Services Cloud best suited for?+
Salesforce Financial Services Cloud suits small business, smb, mid-market buyers looking for crm software with workflow automation & integration.
What are the best alternatives to Salesforce Financial Services Cloud?+
Popular alternatives in crm software include Zoho CRM, Freshsales, LeadSquared. Use App Advisor's compare tool to see them side by side.
How is Salesforce Financial Services Cloud deployed?+
Salesforce Financial Services Cloud is available as a cloud (SaaS) product, with web access.
About Salesforce
Salesforce · San Francisco, United States · Founded 1999 · 27 products in our catalogue
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