Salesforce Financial Services Cloud

CRM, reimagined for Financial Services

Build customer trust and pave new paths to revenue growth

Salesforce Financial Services Cloud lets bankers, insurers and advisers build trust by unifying the customer experience to grow their business and deepen customer relationships.


  • Navigate crisis recovery.
  • Know your customers like never before.


  • Win more deal mandates with client insights and built-in compliance.
  • Fuel investment banker productivity and compliant collaboration.


  • Bring insurers and policyholders closer together.
  • Unify insurance experiences.


  • Deepen and grow your book of business.
  • Make smarter and faster client decisions.


  • Streamline the mortgage process.
  • Simplify lending experiences.

Are you ready to unlock the full power of your organisation?

Financial Services Cloud Benefits

  • Salesforce Cloud Benefits - Service Console

    Unified view

    360-degree visibility into clients’ financial profiles puts your customer at the centre of every interaction.

  • Salesforce Cloud Service Benefits - Rich Context

    Rich context

    A richer context helps personal bankers understand who their customers are, what financial products they have, and what they can use to achieve their life goals.

  • Salesforce Cloud Service Benefits - New Insights

    New insights

    Insight into a client’s family wealth ecosystem helps advisors grow their book of business across multiple networks.

  • Salesforce Cloud Services Benefits - Development & Data & Analytics Accelerators Benefits - Deployment


    New productivity tools help advisors and personal bankers work faster and smarter than ever.

Get everything you need from Salesforce in one place here

WHISHWORKS is one of our Strategic Partners and have been with us since the beginning. We trust them to bring MuleSoft’s best practices to each engagement and ensure our customers are maximising the value of Anypoint Platform. 

Michael Schoenrock, Vice President Channels & Alliances EMEA at MuleSoft, a Salesforce company

Making the most from Salesforce

  • Global Top 20 Bank

    Read how we helped a global top-20 bank optimise its customer onboarding process for mortgages with Salesforce Financial Services Cloud.  

    Read More
  • Recording: Performing a successful technical debt assessment in Salesforce

    Watch our webinar recording to hear about the key areas you need to cover to carry out a successful technical debt assessment in the salesforce platform.  

    Read More
  • Salesforce FSC – Person Accounts and Life Events

    In this blog we look at how Salesforce Financial Services Cloud enables you to model people as opposed to simply accounts.  

    Read More