Financial Services Cloud 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if Financial Services Cloud is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Financial Services Cloud

4.8

(5)

Pricing

Starting at $300.00 per month

About Financial Services Cloud

Salesforce Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representatives to track, filter and qualify prospects and use the built-in email templates to establish communication. This solution also helps businesses to handle mortgage and lending workflows via a unified platform. The platform allows employees to interact with lenders and borrowers, track and approve documents and store customer data in a centralized repository.

Financial Services Cloud lets employees create client engagement plans, prioritize customer relationships, and highlight client milestones, among other operations. Supervisors can configure case escalation rules and queues to automatically route customer case inquiries to specific agents or teams. Additionally, staff members can build, design and distribute survey forms to collect insights and feedback.

Financial Services Cloud comes with an API, which allows businesses to integrate the system with several third-party applications. It also provides Android and iOS mobile applications, which let em...

Financial Services Cloud Screenshots

Financial Services Cloud Pricing and Plans

Starting price: $300.00 per month

Free Trial

Free Version

Sales

$300.00

per user, per month

Plan includes:

Industry-Specific Data Models Ready Today
Actionable Segmentation for Efficient Outreach
Financial Goals and Plans to Empower Your Customers’ Financial Success

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Financial Services Cloud Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Financial Services Cloud
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Amortization Schedule
API
Approval Process Control
Asset Lifecycle Management
Audit Management
Audit Trail
Auto Loans
Automated Decisioning/Underwriting
Automatic Funds Distribution
Billing & Invoicing
Borrower Management
Broker/Agent Portal
Business Loans
Calendar Sync
Campaign Management
Carrier Upload
Case Management
Claims Management
Claims Tracking
Client Database
Client Management
Client Portal
Collaboration Tools
Collateral Tracking
Commercial Mortgages
Commission Calculations
Commission Management
Communication Management
Comparative Insurance Rating
Compliance Management
Compliance Tracking
Configurable Workflow
Contact Database
Contact Management
Credit Reporting
CRM
Customer Database
Customer Management
Customer Portal
Customer Statements
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Visualization
Digital Signature
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Applications
Electronic Claims
Email Marketing
Email Templates
Expense Tracking
Financial Analysis
Financial Management
For Auto Insurance
For Borrowers
For Brokers
For Casualty Insurance
For Disability Insurance
Forecasting
For Financial Institutions
For Health/Medical Insurance
For Homeowners Insurance
For Insurance Industry
For Life Insurance
Forms Management
For Personal Insurance
HIPAA Compliant
Insurance Policy Management
Insurance Rating
Interaction Tracking
Invoice Management
Lead Capture
Lead Management
Life & Health
Loan Management
Loan Origination
Loan Processing
Loan Servicing
Marketing Automation
Mobile Access
Monitoring
Mortgages
Multi-Channel Communication
Multi-Company
Multi-Currency
Multiple Line Rating
Multi-State
Outsource Processing
Paper-Based Claims
Payment Collection
Payment Tracking
Performance Metrics
Pipeline Management
Planning Tools
Policy Management
Portfolio Management
Pre-Qualification
Pricing Management
Process/Workflow Automation
Property & Casualty
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Real-Time Updates
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Residential Mortgages
Risk Assessment
Risk Management
Rules-Based Workflow
Sales Reports
Scheduling
Search/Filter
Secure Data Storage
Secure Login
Self Service Portal
SSL Security
Status Tracking
Task Scheduling
Team Assignments
Template Management
Third-Party Integrations
Third Party Loan Origination
Transaction History
User Management
Visual Analytics
Visual Presentation

Financial Services Cloud Integrations

QuickBooks Online

Sage Intacct

QuickBooks Online Advanced

Workato

Salesforce Sales Cloud

Xero

See all 8 integrations

Financial Services Cloud User Reviews

Overall Rating

4.8

Ratings Breakdown

80%

20%

Secondary Ratings

Ease of Use

4.2

Value for money

4.5

Customer support

4.8

Functionality

4.4

Have you used Financial Services Cloud and would like to share your experience with others?

Nayari C.

Verified reviewer

Information Technology and Services

10000+ employees

Used daily for more than 2 years

Review source

Reviewed August 2023

A software that allows me to easily optimize financial management.

The great benefits of this software have allowed us to automate processes that have reduced the manual workload and allowed me to spend more time on strategic tasks such as financial planning and analysis. It has improved the efficiency in the management of clients and portfolios, allowing me to provide a more personalized and quality service to our clients. Collaboration between teams has been simplified, which has improved communication and coordination on key financial projects. Enable real-time visibility into financial data that has improved decision making and enabled an agile response to market changes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is a great software that has the ability to manage and analyze financial data in real time and gives me a complete and accurate view of the financial health of the company. It is a highly customizable and adaptable software, it allows me to adjust the platform to the unique needs of my organization, optimizing processes and workflows. Shared access to information and collaboration between teams has improved communication and strategic decision making. The reporting and analytics functionality allows me to identify trends, opportunities and risks, allowing me to make informed and informed financial decisions.

Cons:

What has been a drawback for us is its initial implementation, as it can require a significant investment of time and resources. It has a steep learning curve, especially for those who are not familiar with the platform. Additionally, integration with legacy systems and applications can present technical challenges that require careful planning and configuration expertise. Difficulties are quickly overcome and it allows us to enjoy the benefits of this tool very quickly.

Verified

Reviewer

Information Services

201-500 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Good for Day-to-Day Use - Slightly Complex at First

Overall, I found Financial Services Cloud to be intuitive and helpful in keeping client and account information organized. The dashboards, automation, and reporting tools made my tasks easier and more efficient.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked how Financial Services Cloud improves collaboration between team members. Everyone can see up-to-date client information, which makes coordination much smoother.

Cons:

The user interface can feel cluttered, especially when working with multiple records or reports at once.

Brittany C.

Verified reviewer

Financial Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2022

Salesforce FSC Review

It gets the job done but on a really high level. You can't actually do anything transactional related unless you write specific code. So if you want to see all your platforms in one place and the values for all the clients, then this is the platform you want, but keep in mind this is only a small piece of the puzzle. To get it to work, you need to bring on other items and third party consultants. It can get to be a large project.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how you can customize anything and everything about Salesforce FSC. If you know how to administer the platform, the possibilities are endless. It is very straight forward to problem solve certain features such as workflow management or contact information.

Cons:

I like that it can do so much, but I also don't like it. They give you a bunch of alternate ways to really pull in what you need. If you want to see account information you need to set up APIs. Don't know how? You need a third party to come in and do it for you. Oh, but wait, you need ANOTHER one of their products that they don't tell you until AFTER you buy FSC. You don't need to know code, but you have to hire a developer that does. It's very frustrating how many third parties need to be brought in to get something that should really be included. If you have the means, go for it, otherwise it's an endless blackhole of expenses.

Reasons for choosing Financial Services Cloud

It's the up and coming tech, it's ahead of the game and always upgrading and adding third party partners.

Reasons for switching to Financial Services Cloud

Sales cloud doesn't support the integration with custodians (at least we were told) plot twist - they did at the time. Not sure if they do anymore, regardless we went another route with pulling the information in so we needed FSC for it.

Verified

Reviewer

Banking

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Great financial services product.

Ratings Breakdown

Ease of use

Functionality

Pros:

Thoughtfully designed. Able to use it for all types of financial products, and am able to utilized the compliant data sharing to keep confidential information secure

Cons:

Learning curve can be a bit steep when it comes to deal model, referral metadata, etc.

Michelle O.

Verified reviewer

Financial Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2022

Review of Salesforce