Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Salesforce Financial Services Cloud
In one line: Salesforce's CRM and AI platform for financial services firms.
| Best for | Larger firms that want a highly customizable platform |
|---|---|
| Category | CRM & client follow-up |
| Free option | Not confirmed; check vendor site |
| Pricing | From $325/user/mo (annual) · See all plans (as of October 21, 2026) |
| Website | www.salesforce.com/financial-services/ |
| Last checked | October 21, 2026 |
What it does
Salesforce's financial services offering combines CRM, data and AI for banks, insurers and wealth firms. It is powerful but typically requires implementation help.
Salesforce Financial Services Cloud review · Salesforce Financial Services Cloud pricing · Salesforce Financial Services Cloud alternatives
Get a Salesforce Financial Services Cloud demo
Tell us a little about your firm and we'll pass your request to Salesforce Financial Services Cloud's team. Free, no obligation.
Alternatives to Salesforce Financial Services Cloud
Practifi
Growing RIAs that want structured workflows
Wealthbox
Advisors who want a modern, easy-to-use CRM
Compare: Redtail CRM vs Salesforce Financial Services Cloud · Practifi vs Salesforce Financial Services Cloud · Wealthbox vs Salesforce Financial Services Cloud
Related guides
FAQ
What is Salesforce Financial Services Cloud?
Salesforce's CRM and AI platform for financial services firms.
Who is Salesforce Financial Services Cloud best for?
Larger firms that want a highly customizable platform. It is in our crm & client follow-up category.
How much does Salesforce Financial Services Cloud cost?
As of October 21, 2026, Salesforce Financial Services Cloud's website lists: Sales Core, $325/user/month billed annually; Sales Advanced, $500/user/month billed annually; Sales Max, $700/user/month billed annually; Service Core, $325/user/month billed annually.
What are alternatives to Salesforce Financial Services Cloud?
Practifi, Wealthbox.