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

  • Starting Price
    Not provided by vendor
  • 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

Unite bankers and advisors with the world's #1 CRM, reimagined for financial services. Built upon Sales and Service Cloud, firms can unlock the full power of their financial institution across different lines of business, core systems, processes, and channels. The Financial Services Cloud data model comes with out-of-the-box industry standard objects built directly on the Salesforce platform. Unlock the full power of your financial institution today with Financial Services Cloud.


Financial Services Cloud Features

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

Financial Services Cloud Reviews


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