Financial advisors · Salesforce
Salesforce Financial Services Cloud
Salesforce's industry cloud for banks, wealth and insurance.
Advisor notes
Good fit: Large wealth and banking firms with Salesforce admins. Typical team: 50+ users.
Look elsewhere if: Independent advisors: Wealthbox or Redtail cost a fraction.
Strengths
- Deep household and compliance data model
- Salesforce ecosystem
Watch-outs
- Highest price in this list
- Needs implementation partner
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Pricing
Source: Salesforce, checked Oct 14, 2026. Published
Sales Core$325 /user/mo
Advanced$500 /user/mo
Max$700 /user/mo
First-year cost on the entry plan
| Team | First year |
|---|---|
| 1 user | $3,900 |
| 5 users | $19,500 |
| 10 users | $39,000 |
| 25 users | $97,500 |
Questions to ask Salesforce
- Which custodians do you integrate with?
- How is email and activity archived for compliance?
- What does migrating from our current CRM involve?
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