--- 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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OE Oscar E. Market Risk Consultant Enterprise (\> 1000 emp.) 9/24/2025 "Great UI, very interactive" 4/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? The UI is great. If you have used Salesforce you will be familiar with some tool, colors, options. It has much much better interface than most fin services software. It feels modern and easy to use. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? If you have not used Salesforce before you might have some hard time understanding it. Additionally, some of the same issues in Salesforce happen in Salesforce Fin Services Cloud such as the inability to communicate between tables and sources, and reporting is limited, 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 very useful if you already have Salesforce, since it connects nicely with the CRM part of the software. The alert system is great. And it is useful to have contacts, relationships, accounts and financials in the platform. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![William F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "William F.") WF William F. Global Account Manager 11/13/2025 "Reliable Time-Saver for Financial Services" 4/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I really appreciate how Salesforce Financial Services Cloud significantly reduces the amount of time I spend on administrative tasks, making my workflow much more efficient. Its reliability is another standout feature, ensuring that I experience minimal downtime and can rely on the system to be available whenever I need it. This level of reliability not only saves me time but also provides peace of mind knowing that the software performs consistently well without unexpected outages or disruptions. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I find Salesforce Financial Services Cloud could be more flexible in its offerings. The lack of customization options limits my ability to tailor the platform to my specific needs. 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 use Salesforce Financial Services Cloud for sales recording, which saves me time in admin tasks and offers great uptime reliability. Review collected by and hosted on G2.com. Show More Response from Julie Jutte of Agentforce Financial... [Editedit](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11955936/official_response/edit) We're thrilled to hear that Salesforce Financial Services Cloud has significantly reduced your administrative tasks and improved your workflow efficiency. Our team is committed to providing reliable and consistent performance to ensure a seamless user experience. Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Enterprise (\> 1000 emp.) 2/17/2026 "Client view on Salesforce" 4.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Industry Specific Data Model, 360 client view, providing good relationship intelligence,Built on salesforce platform which can be really helpful, Compliance Support Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Costly product at times , can be really complex at times, sometimes the implementing time can be long, it has reporting limitations, Training time and learning curve varies 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? Sometimes it can be disconnected to client information, lack of relationship visibility, the administrate work can be a lot at times, audit risk operating in heavy regulated area Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Alex s.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex s.") AS Alex s. 11/11/2025 "Seamless Integration, Time-Saving Automation" 5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I find Salesforce Financial Services Cloud incredibly valuable for managing client relationships by preventing data silos, which enhances collaboration and information flow within my organization. The automation features are particularly beneficial, significantly saving my time by handling repetitive tasks efficiently, which allows me to focus on more critical operations. Furthermore, the initial setup was super smooth, indicating a user-friendly onboarding process. My appreciation extends to its intuitive design, which enables a seamless integration into my daily workflow without any hassle. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I find that some features in Salesforce Financial Services Cloud require technical knowledge, making them challenging for those without a technical background. 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 helps me manage client relationships and eliminate data silos, while its automation features save me time on repetitive tasks. Review collected by and hosted on G2.com. Show More Response from Julie Jutte of Agentforce Financial... [Editedit](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11942700/official_response/edit) It's great to hear that Salesforce Financial Services Cloud is helping you manage client relationships and save time on repetitive tasks. We're committed to providing solutions that benefit our customers, and we're glad to see the positive impact on your operations. Validated ReviewerIncentivizedSource: G2 invite ![Luca G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luca G.") LG Luca G. BDR and Automation specialist 1/6/2026 "Intuitive and Scalable Solution with Powerful Analytics" 4/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I like how Salesforce Financial Services Cloud provides features that allow me to think deeper and evaluate different scenarios. The analytics feature helps me monitor possible forecasts and relative scenarios when I want to test a variable. It's also much more intuitive compared to the previous product, Mago4 from Zucchetti. The initial setup was really easy, taking only 4 to 5 hours. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? nothin in particular 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 use Salesforce Financial Services Cloud to solve storage shortcuts and provider issues. Its analytics feature helps me think deeper, evaluate scenarios, monitor forecasts, and report sales, suppliers, and providers effectively. Review collected by and hosted on G2.com. Show More Response from Julie Jutte of Agentforce Financial... [Editedit](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-12180094/official_response/edit) We're thrilled to hear that you find Salesforce Financial Services Cloud intuitive and powerful for analytics! We're constantly working to provide a user-friendly experience and valuable features. Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Enterprise (\> 1000 emp.) 12/1/2025 "User-Friendly Experience, Almost Perfect" 3.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? What I like best about Financial Services Cloud is how it brings all client information into one unified view. Instead of jumping between systems, I can see accounts, policies, relationships, goals, and interaction history all in one place. The built-in financial-services data model and automated workflows also make day-to-day processes—like onboarding, compliance checks, and follow-ups—much faster and more consistent. Overall, it makes my work more efficient and helps me provide a better, more personalised experience to clients. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? The main drawback is that Financial Services Cloud can feel complex at times. Because it has so many features, some processes require multiple steps or careful configuration to get right. Customisation can also take time, and without proper setup the system can feel overwhelming for new users. Additionally, performance can slow down when handling very large datasets or heavily customised dashboards. 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 is helping us remove data silos by putting all client information in one place, including accounts, interactions, documents and compliance records. It has also streamlined onboarding and client-servicing processes that used to be manual and time-consuming. Relationship-mapping and built-in workflows make it easier to track households, financial goals and regulatory requirements. Review collected by and hosted on G2.com. Show More Response from Julie Jutte of Agentforce Financial... [Editedit](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-12030501/official_response/edit) Thank you for sharing your positive experience with Salesforce Financial Services Cloud. We understand that the system's complexity can be a challenge, and we're committed to providing resources and support to help users navigate and customize the platform more efficiently. Your feedback is important to us and we're continuously working to enhance the user experience. Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") CC Verified User in Computer Software Enterprise (\> 1000 emp.) 12/1/2025 "Powerful 360° Client View, But Complex and Costly to Implement" 3.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? alesforce Financial Services Cloud (FSC) is praised for providing a unified 360-degree customer view and powerful Action Plans for standardization, which significantly improves client service and advisor efficiency. However, the primary drawback is the high complexity and cost associated with its implementation and maintenance. It successfully solved the problem of siloed data that previously led to inconsistent client experiences Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? he primary drawback of Salesforce Financial Services Cloud (FSC) is the complexity and cost of implementation and ongoing maintenance. Getting it fully configured to match specific business needs and integrate with existing systems takes significant effort and specialized consulting. For some organizations, the initial learning curve and the sheer number of available features can also be overwhelming 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 (FSC) is primarily solving the issue of fragmented and siloed client data, which previously resulted in inconsistent experiences and slow service. The benefit is threefold: it enables improved, personalized client service by providing a complete 360-degree view of the client's financial life; it ensures process standardization and regulatory compliance through uniform action plans; and it increases advisor efficiency by reducing time spent searching for information, allowing them to focus more on actual advising. Review collected by and hosted on G2.com. Show More Response from Julie Jutte of Agentforce Financial... [Editedit](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-12028641/official_response/edit) We appreciate your positive feedback on the powerful 360-degree client view and the improvement in client service and advisor efficiency. We understand your concerns about the complexity and cost of implementation and maintenance, and we are continuously working to provide more streamlined and cost-effective solutions. Validated ReviewerIncentivizedSource: G2 invite ![Leonardo C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Leonardo C.") LC Leonardo C. Inside Sales Development Representative Small-Business (50 or fewer emp.) 10/28/2025 "Efficient Lead Management, But List Sorting Needs Improvement" 4.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Easy CRM makes it simple to organize leads and clients, providing detailed information that allows me to quickly access what I need without wasting time searching. This helps me manage deals more efficiently and stay on top of important details. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? At times, the lists can become disorganized due to confusion between the actual dates and the upload dates. This makes it necessary to do additional sorting to make sure the right clients are being reached, rather than having them accidentally overlooked. 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? As a CRM tailored to specific industries, it's important to have software that truly understands the unique needs and workflows of those sectors. Since this is a specialized product, it makes handling information that can't typically be managed in other CRMs much easier and more efficient here. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 11/18/2025 "A Helpful Tool for Streamlining Financial Service Processes" 4.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Salesforce Financial Services Cloud has been very useful for managing customer relationships in a more organized way. I really like how it brings all client information into one place, so it becomes much easier to track interactions, financial details, and follow-ups. The dashboards and reports are also very helpful for getting a quick view of performance without needing to manually prepare anything. The best part is the automation—tasks, approvals, and workflows save a lot of time, especially for repeated daily activities. Overall, it helps in keeping customer service smooth and ensures that nothing gets missed. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? One thing that could be improved is the learning curve. For new users, it takes some time to understand all the features and navigation. Also, some configurations require more technical knowledge or admin support, which can slow things down when trying to make quick changes. At times, the system can feel slightly slow when loading complex reports or large data sets. Aside from that, most features work well once you get used to 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? Salesforce Financial Services Cloud has helped us centralize client information that was previously scattered across different systems. Earlier, it was difficult to track interactions, follow-ups, and account updates in one place, which often caused delays. Now, the platform gives us a clear view of each customer’s history, financial details, and open tasks. Automation has also reduced a lot of manual work, especially for approvals, reminders, and onboarding activities. This has improved our team’s turnaround time and made our internal process much more organized. Overall, it has helped us work more efficiently and deliver better service to customers. Review collected by and hosted on G2.com. Show More Response from Julie Jutte of Agentforce Financial... [Editedit](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11973858/official_response/edit) We appreciate your positive feedback on the powerful 360-degree client view and the improvement in client service and advisor efficiency. We understand your concerns about the complexity and cost of implementation and maintenance, and we are continuously working to provide more streamlined and cost-effective solutions. Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconValidated ReviewerIncentivizedSource: G2 invite ![Piyush T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Piyush T.") PT Piyush T. Consultant Enterprise (\> 1000 emp.) 11/15/2025 "Great Automation Features, But Customization and Support Need Work" 3/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Capturing repetitive tasks and automating them as action plans allows a developer to aggregate records through the API. This approach is useful for processes such as client identification, verification, collection, and financial recovery. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? There are countless integrations and third-party add-ons available, but the process of updating and customizing the platform is often complicated. The costs also keep increasing with each new AI or analytics feature that is introduced. Additionally, customer support feels disorganized and inconsistent depending on the channel you use. 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? By breaking down data silos, automating manual tasks, ensuring regulatory compliance, and supporting personalized client experiences, this solution offers a unified platform tailored specifically for the banking, wealth management, and insurance industries. Review collected by and hosted on G2.com. Show More Response from Julie Jutte of Agentforce Financial... [Editedit](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11963185/official_response/edit) We're glad to hear that the automation features are benefiting your processes. We understand the challenges with customization and are committed to enhancing the platform's flexibility. Your feedback on the increasing costs and customer support is valuable, and we will take steps to address these areas for a better overall experience. 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) ## 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