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Salesforce Financial Services Cloud
Salesforce Financial Services Cloud

Salesforce Financial Services Cloud

ProductOperating Status: Currently Offered

Financial services CRM from Salesforce built for wealth management, banking, and insurance firms.

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Overview

Salesforce Financial Services Cloud is an industry-specific customer relationship management platform built on Salesforce for wealth management firms, banks, and insurance companies. It provides advisor-specific data models for households, financial accounts, and goals, alongside the broader automation, analytics, and integration capabilities of the Salesforce platform.

The product targets enterprise financial institutions and large broker-dealers, positioning as a higher-tier alternative to advisor-focused CRMs through its customizable platform and the Salesforce AppExchange ecosystem.

Salesforce Financial Services Cloud - Classification

Industry
  • Enterprise Software

Direct Competitors

  • Microsoft

    Microsoft logo

    Dynamics 365

    microsoft.com

  • Redtail Technology

    Redtail Technology logo

    Redtail CRM

    redtailtechnology.com

  • Wealthbox

    Wealthbox logo

    Wealthbox CRM

    wealthbox.com

  • Practifi

    Practifi logo

    Wealth Management CRM

    practifi.com

AttributeSalesforce Financial Services CloudDynamics 365Redtail CRMWealthbox CRMWealth Management CRM
ProviderSalesforcesalesforce.com65.4M raised · PublicMicrosoftmicrosoft.com1M raised · PublicRedtail Technologyredtailtechnology.comWealthboxwealthbox.comPractifipractifi.com
Founded199919752003—2013
Sells ToEnterprise, Small BusinessEnterprises, Small BusinessB2B——
Pricing ModelRecurringSaaS, TransactionalB2B SubscriptionB2B SubscriptionB2B Subscription
OwnershipPublicPublicAcquired Subsidiary——
Salesforce Financial Services Cloud

Provider Salesforcesalesforce.com65.4M raised · Public

Founded 1999

Sells To Enterprise, Small Business

Pricing Model Recurring

Ownership Public

Dynamics 365

Provider Microsoftmicrosoft.com1M raised · Public

Founded 1975

Sells To Enterprises, Small Business

Pricing Model SaaS, Transactional

Ownership Public

Redtail CRM

Provider Redtail Technologyredtailtechnology.com

Founded 2003

Sells To B2B

Pricing Model B2B Subscription

Ownership Acquired Subsidiary

Wealthbox CRM

Provider Wealthboxwealthbox.com

Founded —

Sells To —

Pricing Model B2B Subscription

Ownership —

Wealth Management CRM

Provider Practifipractifi.com

Founded 2013

Sells To —

Pricing Model B2B Subscription

Ownership —

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