Cloud for Good

Agentforce
financial services

Strengthening Financial Relationships Through Connected Data, Agentforce, and Salesforce

sALESFORCE FOR Financial Services

Financial institutions play a critical role in the financial well-being of the communities they serve.

Banks, credit unions, insurance agencies, and wealth management firms help individuals and families achieve financial stability, grow wealth, and plan for the future. To deliver on that mission, institutions must provide trusted, personalized experiences while navigating complex regulatory and operational environments.

Cloud for Good, a Salesforce Ventures portfolio company, helps financial institutions modernize and transform how they engage clients and members using Salesforce.

Powered by Financial Services Cloud, Data 360, and Agentforce, organizations can unify financial data, enable advisors with intelligent insights, and deliver personalized engagement across every channel.

By connecting data, technology, and people, financial institutions can strengthen relationships and amplify their impact on the communities they serve.

Ready to modernize your financial services CRM?

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subverticals

Across every industry we serve, Cloud for Good helps organizations amplify their impact by transforming how they engage the people they serve.

Salesforce for Banking

Salesforce for Banking

Banks must balance personalized service with regulatory compliance and operational complexity.

With Salesforce, banks can:

  • Unify client and financial data across departments
  • Streamline onboarding, servicing, and internal workflows
  • Equip teams with a 360-degree view of client relationships
  • Integrate core banking and other critical systems
  • Deliver personalized engagement across channels
Salesforce for Credit Unions

Salesforce for Credit Unions

Credit unions are built on relationships and community trust. Salesforce Financial Services Cloud helps credit unions deliver personalized member experiences while modernizing operations to respond faster and engage deeper.

With Salesforce, credit unions can:

  • Track leads, referrals, and opportunities from inquiry to membership
  • Provide branch and call center teams with a 360-degree view of member households
  • Manage service cases and internal workflows across departments
  • Integrate core banking systems, loan origination systems, and other platforms
  • Deliver personalized digital and human engagement
Salesforce for Wealth Management

Salesforce for Wealth Management

Wealth management firms depend on strong client relationships and personalized financial guidance. Salesforce enables firms to unify client and portfolio data, streamline advisor workflows, and improve productivity, empowering advisors to anticipate client needs and deliver tailored financial strategies for good.

With Salesforce, wealth management firms can:

  • Manage client households, portfolios, and financial goals in one place
  • Track interactions, milestones, and relationship history
  • Gain insights with integrated data and AI-driven recommendations
  • Streamline onboarding and ongoing client servicing
  • Deliver highly personalized advice and engagement
Salesforce for Insurance Agencies

Salesforce for Insurance Agencies

Insurance agencies must balance personalized client service with complex policy management and regulatory requirements. Salesforce Financial Services Cloud enables agencies to unify client and policy data, streamline operations, and improve agent productivity, empowering teams to serve clients more effectively and build lasting relationships for good.

With Salesforce, insurance agencies can:

  • Track prospects, policies, and renewals across the client lifecycle
  • Provide a 360-degree view of clients, households, and coverage
  • Manage claims, service requests, and internal workflows
  • Integrate policy administration, quoting, and underwriting systems
  • Deliver personalized engagement across digital and human channels
Salesforce for Banking

Salesforce for Banking

Banks must balance personalized service with regulatory compliance and operational complexity.

With Salesforce, banks can:

  • Unify client and financial data across departments
  • Streamline onboarding, servicing, and internal workflows
  • Equip teams with a 360-degree view of client relationships
  • Integrate core banking and other critical systems
  • Deliver personalized engagement across channels
Salesforce for Credit Unions

Salesforce for Credit Unions

Credit unions are built on relationships and community trust. Salesforce Financial Services Cloud helps credit unions deliver personalized member experiences while modernizing operations to respond faster and engage deeper.

With Salesforce, credit unions can:

  • Track leads, referrals, and opportunities from inquiry to membership
  • Provide branch and call center teams with a 360-degree view of member households
  • Manage service cases and internal workflows across departments
  • Integrate core banking systems, loan origination systems, and other platforms
  • Deliver personalized digital and human engagement
Salesforce for Wealth Management

Salesforce for Wealth Management

Wealth management firms depend on strong client relationships and personalized financial guidance. Salesforce enables firms to unify client and portfolio data, streamline advisor workflows, and improve productivity, empowering advisors to anticipate client needs and deliver tailored financial strategies for good.

With Salesforce, wealth management firms can:

  • Manage client households, portfolios, and financial goals in one place
  • Track interactions, milestones, and relationship history
  • Gain insights with integrated data and AI-driven recommendations
  • Streamline onboarding and ongoing client servicing
  • Deliver highly personalized advice and engagement
Salesforce for Insurance Agencies

Salesforce for Insurance Agencies

Insurance agencies must balance personalized client service with complex policy management and regulatory requirements. Salesforce Financial Services Cloud enables agencies to unify client and policy data, streamline operations, and improve agent productivity, empowering teams to serve clients more effectively and build lasting relationships for good.

With Salesforce, insurance agencies can:

  • Track prospects, policies, and renewals across the client lifecycle
  • Provide a 360-degree view of clients, households, and coverage
  • Manage claims, service requests, and internal workflows
  • Integrate policy administration, quoting, and underwriting systems
  • Deliver personalized engagement across digital and human channels

Partnering with trusted financial institutions to power purpose and drive impact

Supporting the Entire Financial Institution

Salesforce enables every department, from member service representatives to advisors and executives, to operate from the same connected platform.

Branches, Advisors, and Member Service Teams

Salesforce empowers frontline teams with the insights they need to support meaningful financial relationships.

Institutions can:

  • Track leads, referrals, and opportunities from inquiry to onboarding
  • Access complete client or member relationship information in one system
  • Understand household structures, financial goals, and life events
  • Deliver faster and more personalized financial support

With a unified relationship view, advisors and service teams no longer spend time navigating systems; they can instead spend quality time serving clients and members.

Credit Union and Financial Operations and Internal Teams

Operational teams require tools that streamline processes while supporting compliance and transparency.

Salesforce enables organizations to:

  • Manage service cases, tasks, and workflows across departments
  • Automate approvals and internal processes
  • Maintain compliance-ready records and documentation
  • Track operational performance through reports and dashboards

This shared visibility improves collaboration across teams and strengthens operational efficiency.

Executive Leadership and Decision Makers

Leadership teams need real-time insights into client engagement, operational performance, and organizational growth.

Salesforce provides:

  • Integrated data from core banking and financial systems
  • Real-time dashboards for performance monitoring
  • Visibility into engagement trends across departments
  • Data-driven insights that support faster decision-making

These capabilities allow financial institutions to respond quickly to changing market conditions and customer expectations.

Technology that amplifies impact

Financial institutions are more than service providers; they are trusted partners in financial well-being. By modernizing engagement with Salesforce, financial institutions can focus on serving people rather than managing disconnected systems. This is where technology becomes a force for Good. Modern technology allows organizations to:

  • Provide more personalized financial guidance
  • Help members and clients make better financial decisions
  • Expand access to financial services
  • Strengthen trust through transparency and service

Go Beyond Digital.
Become an Agentic Financial Institution

Financial institutions are transforming how they engage clients, unify data, and deliver trusted financial guidance. Salesforce provides a connected platform to power this evolution—enabling experiences built on data, intelligence, and trust.

  • Modernizing Financial Relationship Management

    Build a modern CRM foundation that unifies client and member relationships across the institution. Salesforce Financial Services Cloud provides a structured relationship model designed for financial institutions, enabling teams to track households, financial accounts, and engagement in one platform, including centralized client and member relationship data, Household and financial account modeling, and guided workflows for onboarding, referrals, and service.

  • Core System Integration & Data Unification

    Connect Salesforce with the systems that power your financial institution. Integrating core banking platforms, loan origination systems, and other financial applications creates a unified data foundation that supports better decision-making and stronger client relationships. This includes core banking systems (e.g., Jack Henry Symitar, Fiserv), loan origination systems (e.g., Encompass, nCino, Blend), collections and servicing platforms, card and payment management systems, and legacy and third-party financial applications.

  • Data 360 & Agentforce Enablement

    Activate unified financial data to power intelligent engagement and automation. Salesforce Data 360 and Agentforce bring together data from across systems to deliver real-time insights that support advisors, service teams, and operational staff. This gives you unified data profiles across financial systems, AI-powered insights for advisors and service teams, and intelligent automation and digital agents.

  • Marketing & Engagement

    Deliver personalized communication across the client and member lifecycle. Salesforce Marketing Cloud enables financial institutions to create targeted engagement journeys based on relationship data, financial behaviors, and lifecycle events. Enjoy the benefits pf automated onboarding and lifecycle communications, segmentation based on financial data and behaviors, and campaign performance insights across channels.

  • Continuous Optimization & Innovation

    Evolve your Salesforce platform as your institution grows. Financial institutions often expand their Salesforce capabilities over time, adding integrations, launching new digital experiences, and enabling advanced analytics and AI. Through continued support you gain expansion of integrations and data sources, new digital engagement experiences, and ongoing analytics, automation, and innovation.