Salesforce Financial Services Cloud
Salesforce's CRM edition for wealth managers, with household views, workflows and AI agents.
salesforce.comFinancial Services Cloud is Salesforce's CRM package for financial institutions. For wealth managers, the company describes a household-level client view, configurable workflows and client journeys, onboarding and account-transfer tools, and AI agents that prepare meeting briefs and create records.
Salesforce says it offers a pre-configured version for registered investment advisers with 25 or fewer employees, and a 30-day free trial. It connects to custodial and wealthtech systems through Salesforce's integration products.
What it does
- Household client view
- Configurable workflows
- Onboarding and account transfers
- AI meeting preparation
- Client journey tracking
Works with
Integrations
- MuleSoft Anypoint Platform
- Tableau
- Slack
As listed by Salesforce Financial Services Cloud.
Coverage
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Others in CRM
All CRM vendors- SkienceWealth management CRM and consulting firm that builds on the Salesforce platform.
- AdvisorEngine CRMCRM from AdvisorEngine, formerly sold under the Junxure name.
- PractifiCRM for registered investment advisers, built on the Salesforce platform.
- RedtailCRM, archived texting, imaging and email tools for financial advisors, owned by Orion.
- WealthboxCloud CRM for advisory firms covering contacts, workflows, pipeline and email sync.