Popular Business Setting

Salesforce Financial Services Cloud is popular in Financial Services, Banking, and Pharmaceuticals industries and is widely used by Large Enterprise,Enterprise, and Mid Market.

Salesforce Financial Services Cloud Overview

Salesforce Financial Services Cloud enhances relationship growth and reduces service costs. Personalized insights are delivered at scale, establishing it as the premier financial services CRM.

Salesforce Financial Services Cloud Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients." - John Joseph
"With Salesforce, we have transformed the mortgage process at Barclays" - Jackie Uhi

Salesforce Financial Services Cloud Customer Insights, Testimonials and Case Studies

CUSTOMERS TESTIMONIALS
Salesforce Financial Services Cloud testimonial

John Joseph

Chief Strategy Officer

Transamerica
The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. Testimonial By John Joseph
Salesforce Financial Services Cloud testimonial

Jackie Uhi

Managing Director

Barclays
With Salesforce, we have transformed the mortgage process at Barclays Testimonial By Jackie Uhi
Salesforce Financial Services Cloud testimonial

Hikmet Ersek

Ceo

Western Union
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek
CUSTOMERS TESTIMONIALS
Salesforce Financial Services Cloud testimonial

John Joseph

Chief Strategy Officer

Transamerica
The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. Testimonial By John Joseph
Salesforce Financial Services Cloud testimonial

Jackie Uhi

Managing Director

Barclays
With Salesforce, we have transformed the mortgage process at Barclays Testimonial By Jackie Uhi
Salesforce Financial Services Cloud testimonial

Hikmet Ersek

Ceo

Western Union
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek
 

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Salesforce's AI solutions, including Agentforce, are transforming healthcare by automating administrative tasks and improving patient access to care. UChicago Medicine, Transcend, Precina, and Simply...health are leveraging Salesforce's AI to enhance efficiency, reduce administrative burdens, and improve patient outcomes. These implementations demonstrate AI's potential to address healthcare workforce shortages and improve care delivery.

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London Enterprises Accelerate AI-Driven CRM Adoption with Salesforce Agentforce - London Daily News

London enterprises are adopting Salesforce Agentforce to enhance AI-driven CRM capabilities, focusing on intelligent customer engagement and operational efficiency. Salesforce Agentforce integrates A...I into CRM workflows, offering intelligent automation, predictive insights, and conversational AI. This adoption aims to improve customer experience, increase sales effectiveness, and reduce operational friction, positioning businesses to better adapt to changing customer behaviors.

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Salesforce (CRM) Is Down 6.9% After Winning $5.6 Billion Army AI Deal Has The Bull Case Changed - simplywall.st

Salesforce's Computable Insights subsidiary secured a 10-year, $5.6 billion contract with the U.S. Army to modernize data, cloud, and AI systems. This contract, alongside the EMBERPOINT wildfire mana...gement venture, positions Salesforce's Agentforce and Missionforce platforms as critical infrastructure for military and public safety operations, extending beyond its CRM roots.

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Panasonic - Consumer Electronics

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

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DeVry University - Education

Agentforce helped DeVry University support students from enrollment to course completion. The platform improved student engagement and streamlined support processes. DeVry used Agentforce to connect ...students with the right resources quickly. This led to better student experiences and smoother operations. The solution focused on education technology and student success.

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BACA Systems - Manufacturing - Medium

Einstein 1 Sales helped BACA Systems double sales productivity. The sales team used AI to automate emails and call summaries, saving time and boosting engagement. Data Cloud unified information for b...etter insights and personalized recommendations. AppExchange integrations improved delivery operations, saving 5–8 minutes per order and achieving 99.9% shipping accuracy. Salesforce flows automated licensing and admin tasks, freeing up resources for growth.

Read on →

Salesforce Financial Services Cloud Demo

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Peers used Salesforce Financial Services Cloud for engagement management and contact list management

Salesforce Financial Services Cloud Competitors

Salesforce Financial Services Cloud Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.46/5 ★

Read Reviews (29)
Custom Reports

4.01/5 ★

Read Reviews (39)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.46/5 ★

Read Reviews (29)
Custom Reports

4.01/5 ★

Read Reviews (39)

Salesforce Financial Services Cloud Integrations

Salesforce Financial Services Cloud integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.45/5 ★

Read Reviews (19)
Data Import

4.32/5 ★

Read Reviews (53)

Few API Integrations for Salesforce Financial Services Cloud

Copper

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Lessonly

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

OneDesk

4.06 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Poplar

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Notion

4.58 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Salesforce Financial Services Cloud

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Financial Services Cloud

Salesforce, Inc. News

M&A
 

Salesforce Advances AI Expansion With Cimulate Deal | PYMNTS.com

Salesforce has signed a definitive agreement to acquire Cimulate, enhancing its Agentforce Commerce platform with AI-powered product discovery and agentic commerce capabilities. The integration aims to offer more personalized and conversational shopping experiences. The transaction is expected to close in the first quarter of Salesforce's fiscal year 2027, with Cimulate's team joining Salesforce to support ongoing innovation.

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Executive
 

Salesforce layoffs continue as high-ranking executives leave - TechTarget

Salesforce is experiencing significant executive departures, including the exits of Adam Evans, Ariel Kelman, Ryan Aytay, and Denise Dresser. These changes come amid ongoing layoffs affecting various teams, including Heroku, which is being sunsetted. CEO Marc Benioff's recent actions and comments have sparked internal controversy, with employees expressing concerns over Salesforce's ethical use of technology.

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Executive
 

Salesforce (CRM) Implements Layoffs and Executive Changes - GuruFocus

Salesforce has implemented executive changes, appointing six new executives to replace five who left since December. This restructuring aligns with CEO Marc Benioff's strategy to leverage AI, reducing support staff from 9,000 to 5,000 employees.

Read more →
Product
 

Salesforce to stop selling enterprise Heroku subscriptions, scale back upgrades

Salesforce will cease offering new Enterprise Account subscriptions for its Heroku platform and reduce feature development, focusing instead on cybersecurity and reliability updates. Existing enterprise contracts can be renewed, and credit card users can continue using the platform. This shift aims to prioritize AI capabilities and long-term customer value.

Read more →

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Company Website

https://www.salesforce.com/in/

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

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Financials

IPO