Salesforce FinServ

Financial Services Cloud


Who Uses This Software?

Financial Advisors, Retail Bankers, their teams and their clients


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Salesforce FinServ
  • www.salesforce.com/solutions/industries/financial-services/overview/
  • United States

About Financial Services Cloud

Engage today's connected clients, and exceed their expectations with Salesforce Financial Services Cloud. Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from one connected platform.Take advantage of actionable client insights delivered to you on any device. Build meaningful 1-to-1 relationships with a holistic view into a clients financial past, present, and future.


Financial Services Cloud Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Financial Services Cloud Reviews

No reviews, be the first!