--- title: Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Reviews meta\_title: 'Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 227 reviews by the users' company size, role or industry to find out how Agentforce Financial Services (formerly Salesforce Financial Services Cloud) works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 227 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Reviews & Product Details Visit Website Become an agentic financial services enterprise with the world’s #1 AI-powered CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer so you can personalize customer engagement using purpose-built automation with industry-specific AI. Scale your enterprise with AI agents purpose-built for financial services. \*Power customer-centric AI with real-time data. Ground your AI in trusted client data from any system, without moving or copying it, to surface the personalized insights needed to deliver proactive service and position your team as true trusted advisors. \*Deploy AI purpose-built for financial services. Accelerate time to value by deploying out-of-the-box AI agents pretrained on banking, wealth, and insurance workflows, bypassing heavy configuration to realize a faster return on AI investment. \*Elevate front-line expertise and precision. Embed trusted AI agents directly into the flow of work for bankers and advisors to deliver accurate, policy-driven guidance that resolves complex client needs with speed and confidence, while ensuring sensitive data is never exposed to public models. \*Orchestrate a secure, unified AI workforce. Scale capacity without adding headcount by empowering AI agents to coordinate across humans and other agents within your financial services ecosystem, executing complex processes while surfacing every result and next step into one unified experience. Unlock limitless growth with AI-powered selling. \*Multiply seller productivity. Empower sellers, advisors, and relationship managers with AI agents that reduce manual work across the client lifecycle. Agents analyze account, policy, and portfolio data to automate work like meeting prep, identify money in motion, and orchestrate next steps and engagement tasks, so teams stay focused on growth. \*Turn insight into opportunity. Surface what matters across each client relationship, including life events, held-away assets, and changes in financial activity, so sellers know where to engage and why. Help teams prioritize the right opportunities with clear context. \*Connect the entire sales cycle. Orchestrate every step from prospecting through onboarding on a single platform built for financial services. Route intelligent referrals across lines of business, manage complex financial deals, and streamline account opening so opportunities move faster. \*Unify data for personalized selling. Break down silos across core banking systems, custodians, policy data, and third-party sources to create a unified client view that helps you scale personalized, goals-based engagement across every relationship. Deliver anticipatory service and hyperpersonalized interactions. \*Unify customer and employee experiences. Break down silos for total customer context on one platform, regardless of channel, to ensure consistent service experience with real-time data and context to serve policyholders and customers promptly and accurately. \*Automate service processes. Skip expensive custom coding. Get technical rollouts up and running faster with prebuilt service processes designed for financial services. From banking disputes to insurance claims, our platform empowers teams to deploy automated financial services processes faster without heavy IT development. \*Go from reactive to proactive service. Go above and beyond simply resolving inquiries. Equip service representatives with predictive insights to anticipate customer needs. By knowing the human behind the account, you deliver proactive advice before the customer even asks. \*Scale without adding headcount. Deploy trusted AI to handle high inquiry volume and reduce manual work. Purpose-built AI agents understand financial services nuances to resolve routine inquiries quickly with precision, while assistive AI summarizes histories and drafts responses to scale exceptional service. Turn unified data into actionable context. \*Securely connect every data source. Integrate core financial and insurance systems using prebuilt APIs for Money Guide Pro, Ortec, Experian, Mastercard, Onfido, and more. Connect data with compliant, pre-mapped models for insurance and financial data. \*Activate unified data for intelligent decisions. Provide comprehensive context to support actionable financial goals and deliver personalization that creates lifelong customers. Visualize performance and operational trends in purpose-built dashboards that track ROI and organizational health in real time. \*Accelerate seller productivity. Turn passive data signals into proactive sales engagement with prebuilt financial insights that trigger actionable alerts. Automate meeting prep and follow-up with prebuilt AI so sellers can focus on strengthening client relationships and growing their business. \*Orchestrate anticipatory service journeys. Automate complex financial services workflows across disparate systems in an intelligent workspace. Empower human and digital teams with context to hyperpersonalize experiences using prebuilt AI models for banking, collections, lending and insurance service. Architecting uncompromising trust and compliance. \*Maintain data sovereignty. Protect your Financial Services Agentic Enterprise by maintaining full control over where your data lives. Ensure sensitive client information complies with local laws and regulations, meets strict residency requirements, and is never exposed to public models. \*Guard against noncompliant outcomes. Deploy AI with confidence by using intelligent scripts to direct agent reasoning, while simultaneously leveraging automated guardrails to flag risks and block prohibited responses to help uphold institutional safety and regulatory standards. \*Enforce policy in the flow of work. Keep humans and agents aligned with embedded controls that act as digital policy guardrails within your workflows, blocking prohibited actions before they occur to help keep every process consistent with the latest financial services regulations. \*Validate and track every action for regulatory rigor. Scale with confidence by testing agent behavior against regulatory standards in dedicated environments before deployment, capturing every action in an unchangeable audit trail that transforms manual reporting into instant, examiner-ready proof. * * * Product Website Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Seller [Salesforce](https://www.g2.com/sellers/salesforce) Discussions [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Community](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/discuss) Languages Supported English Solution Type All-in-One Overview by Oleg Kulda Show More ## Pricing Pricing provided by Agentforce Financial.... ### Agentforce Financial Services Service Enterprise $325.00 1 user Per Month [ View More Pricing Information ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing) ## Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Integrations (30) What do users say about integrations? 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KA Karen A. Business Analyst Enterprise (\> 1000 emp.) 10/17/2025 "Great for Relationship Tracking, but Customization Can Be Challenging" 4/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I like how Financial Services Cloud connects everything clients, households, and financial accounts so it’s easier to track relationships and opportunities without jumping between systems. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? It’s great overall, but it can be tricky to customize or report on certain objects. Some of the standard relationships and record types feel restrictive unless you have strong admin or developer support. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? FSC is helping standardize processes across departments by connecting customer data, activities, and financial products in one platform. That visibility helps identify opportunities faster and improves compliance tracking. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Donavan D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Donavan D.") DD Donavan D. Training Manager Logistics and Supply Chain Small-Business (50 or fewer emp.) 7/14/2025 "Smooth Sales Process" 5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? This CRM system makes ones life very easy in terms of getting things well organised for meetings, Having all information well stored. Customer supprt is amazing. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Nothing much i think everything is perfect with the platform, I think maybe the user interface can use abit more colours. but overall i am happy with the platform. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? It helps you manage everything that goes into your business in terms of data. and all the tools you need to run your online bussines is available to you at a click of a button. support, marketing,, customer information etc. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite BH Brian H. Enterprise (\> 1000 emp.) 10/14/2025 "Unified Client View and Streamlined Service, but Complex Setup with Learning Curve" 4/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Salesforce Financial Services Cloud gives us a unified view of clients, streamlines onboarding and relationship management, and integrates seamlessly with other tools—making it easier to deliver personalized, efficient financial service. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? The platform can be complex to configure and customize, requiring significant time and technical expertise. Occasional performance issues and a steep learning curve can slow adoption for new users. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? FSC streamlines client management by unifying financial data, automating workflows, and improving visibility across relationships, helping advisors deliver personalized service, strengthen client trust, and enhance operational efficiency. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Harley F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harley F.") HF Harley F. Host / Content Creator Enterprise (\> 1000 emp.) 10/14/2025 "Centralized Data and Great Information Visibility" 4.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Data in one place and visibility of information. I like that we can process data easily and share with others outside of our group as well. Also, usability ease Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Starting to get familiar with the instance but our users really like it so we look forward to plugging it in to our other instances across the client journey Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? Easy processing and data visibility as well as collaboration and insights to best simplify the financial process wish as billing and pricing across our services Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Almir B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Almir B.") AB Almir B. Financial Services Representative 8/22/2025 "Efficient and Useful, Minor Glitches Resolved Quickly" 5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I appreciate that the Salesforce Financial Services Cloud is a straightforward system and easy to learn. I love its multitasking capabilities, allowing me to juggle different websites and systems efficiently. I'm impressed by how it enables handling multiple phone calls and aiding clients seamlessly as a financial service representative. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I found it difficult to learn the system initially, but over time, I was able to memorize and use it effectively. There were also a couple of bugs occasionally, which caused little issues, although they were fixed immediately. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? I find the product straightforward and easy to learn, enabling me to multitask efficiently, handle calls, and assist clients using various tools. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Alex G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex G.") AG Alex G. Enterprise (\> 1000 emp.) 10/14/2025 Business partner of the seller or seller's competitor, not included in G2 scores. "Great Resources and Solutions, but Adoption Challenges for Less Tech-Savvy Users" 5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Nimble and provides ample resources and infrastructure to make change. Great way to provide data and solutions to our customers and our employees at Valley. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? We have trouble with adoption of the platform. There are individuals who are not technologically savvy and it provides a significant upskill to get the representation of these folks. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? Providing activity and pipeline data that can help forecast future balance sheet numbers. We tie in our underwriting system in order to provide detailed analysis of our pipeline. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite JW JJ W. Enterprise (\> 1000 emp.) 10/14/2025 "Great Features for Financial Services, Looking Forward to Future Improvements" 4/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Features tailored specifically for financial services companies and continued investment expected in the future by Salesforce. Includes analytical and segmentation capabilities out of the box Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? We’ve had issues with scalability and volume for an organization as large as ours, specifically with business rules engine and omniscript. Enhancements to the capabilities are still desired Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? More out of the box functionality lessens the need for customization, reducing our technology costs and freeing up resources to focus on product strategy instead of technology execution Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite HV Harshitha V. Salesforce Developer Small-Business (50 or fewer emp.) 10/15/2025 "Advanced AI and Helpful Services, but High Costs and Some Security Concerns" 5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I like the enhanced customer services which is more helpful for the clients and also it uses more advanced technology like AI . This will help us a lot for our organization. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Sometimes performance issues are faced but not all the times in any situation otherwise everything looks perfect in all aspects by comparing with other applications. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? It is solving many issues with latest advanced technologies implementation and also it is source of truth for financial data and information services. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Shivansh T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shivansh T.") ST Shivansh T. Customer Service Representative Small-Business (50 or fewer emp.) 8/15/2025 "Powerfull CRM for financial Services" 4.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? The platform offers robust client management tools, customizable dashboards, and seamless integration with other Salesforce products, making it easy to track client interactions and manage financial accounts efficiently. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? The system can be complex for new users, and initial setup/configuration requires time and training to fully leverage all features. The platform’s complexity requires significant training, and setup can be time-consuming before unlocking its full potential. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? Salesforce Financial Services Cloud centralizes client data, automates routine financial processes, enhances compliance tracking, and delivers real-time analytics. It reduces manual work, improves collaboration between teams, and ensures a personalized client experience. This leads to faster decision-making, better client relationships, and increased operational efficiency. Review collected by and hosted on G2.com. Show More 8/19/2025 Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer & Network Security](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer & Network Security") IC Verified User in Computer & Network Security Mid-Market (51-1000 emp.) 8/9/2025 "Unifies data across banking, insurance, and wealth management. - Enablisors and agents" 4.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? AI-Powered Engagement - Uses trusted AI to deliver tailored product offers and communications. - Enhances deposit growth and wallet share through intelligent recommendations. - Agent force, its AI assistant, accelerates case resolution and boosts productivity Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Steep Learning Curve - Users often mention that the platform is complex to navigate, especially for new users or teams without dedicated Salesforce admins. - Custom objects, record taxonomy, and data placement can be overwhelming during implementation. 2. High Cost of Ownership - Licensing, customization, and integration costs can add up quickly. - Some users feel that basic features require expensive add-ons, making it less accessible for smaller firms. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? Problems It Solves 1. Fragmented Client Data - Legacy systems often store customer data in silos, making it hard to get a full picture. - FSC unifies data across banking, insurance, and wealth management into a single dashboard. 2. Outdated Software & Tools - Many financial institutions rely on clunky, incompatible systems. - FSC replaces these with a modern, cloud-based CRM that supports real-time updates and mobile access. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Agentforce Financial Services (formerly Salesforce Financial Services Cloud) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/discussions/new) GU Guest User What is Salesforce Financial Services Cloud used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-salesforce-financial-services-cloud-used-for) GU Guest User What do you like most about Salesforce Financial Services Cloud, and what improvements would you suggest? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-do-you-like-most-about-salesforce-financial-services-cloud-and-what-improvements-would-you-suggest) [ View all Discussions ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/discuss) ## Pricing Options Pricing provided by Agentforce Financial.... ### Agentforce Financial Services Service Enterprise $325.00 1 user Per Month ### Agentforce Financial Services Sales Enterprise $325.00 1 User Per Month ### Agentforce Financial Services Sales and Service Enterprise $350.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing) Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") Wealthbox CRM 4.6/5(109) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") Redtail Technology 4.3/5(268) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4a09e8f26a19b09a4ab75f827b679284/practifi.png "Product Avatar Image") Practifi 4.3/5(79) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) ##### ##### Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Features Content Automation Platform Additional Functionality Pre-Built Connectors Dashboard Cloud Platform Reporting and Analytics Reporting Forecasting Customer Support Case Management Customer Support Portal Knowledge Base [ View More Features ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/features) ## Top-Rated Alternatives [ ![Wealthbox CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Wealthbox CRM") Wealthbox CRM 4.6/5(109) ](https://www.g2.com/products/wealthbox-crm/reviews) [ ![Practifi](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Practifi") Practifi 4.3/5(79) ](https://www.g2.com/products/practifi/reviews) [ ![Redtail Technology](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Redtail Technology") Redtail Technology 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews) [ View All Alternatives ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/competitors/alternatives) ## Consulting Services for Agentforce Financial Services (formerly Salesforce Financial Services Cloud) [ ![Izei Consulting Group](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Izei Consulting Group") Izei Consulting Group ](https://www.g2.com/products/izei-consulting-group/reviews) [ ![Access Global Group](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Access Global Group") Access Global Group 5/5(89) ](https://www.g2.com/products/access-global-group/reviews) [ ![Customertimes](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Customertimes") Customertimes ](https://www.g2.com/products/customertimes/reviews) [See all Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Providers](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/implementation) ##### Categories on G2 [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)[AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) ##### Explore More [Affordable QMS software for startups](https://www.g2.com/discussions/affordable-qms-software-for-startups-which-tools-actually-deliver)[What DNS security software is most reliable for a mid-size company that wants straightforward threat protection without a complex deployment or ongoing tuning requirement?](https://www.g2.com/discussions/what-dns-security-software-is-most-reliable-for-a-mid-size-company-that-wants-straightforward-threat-protection-without-a-complex-deployment-or-ongoing-tuning-requirement)[What product analytics software keeps data accurate and consistent when you are going through a platform migration without things breaking mid-analysis?](https://www.g2.com/discussions/what-product-analytics-software-keeps-data-accurate-and-consistent-when-you-are-going-through-a-platform-migration-without-things-breaking-mid-analysis) [Best-rated CPQ platforms for startups](https://www.g2.com/discussions/what-are-the-best-rated-cpq-platforms-for-startups)[Best HCI Solutions](https://www.g2.com/discussions/best-hci-solutions-for-2025)[What do data integration engineers and ETL developers actually trust when they need a reliable on-premise platform that will not let pipelines fail silently during critical batch windows?](https://www.g2.com/discussions/what-do-data-integration-engineers-and-etl-developers-actually-trust-when-they-need-a-reliable-on-premise-platform-that-will-not-let-pipelines-fail-silently-during-critical-batch-windows) [Show MoreShow Less](javascript:void(0);)