Sold by
Agentforce Financial Services
Agentforce Financial Services (formerly called Financial Services Cloud) helps financial institutions break free from disconnected systems and manual work to become an Agentic Enterprise. Our purpose-built, interoperable platform embeds AI agents directly into your ecosystem, collaborating with human teams and serving customers 24/7. Unlock limitless growth and anticipatory service with the peace of mind of uncompromising compliance that keeps your reputation safe and fines at bay.
Reviews (393)
Financial Services
Powerful CRM for Financial Services, with Some Complexity
Reviewed on Sep 17, 2026
Review provided by G2
What do you like best about the product?
Its purpose-built financial services data model makes it easier to manage households, clients, financial accounts, and relationships in one place. It also provides a strong foundation for automation and a more complete view of the client.
What do you dislike about the product?
The configuration can be complex, especially when adapting the standard financial services model to specific business processes. Some functionality requires significant customization and ongoing administration, and changes can have downstream impacts across the system.
What problems is the product solving and how is that benefiting you?
It helps manage complex financial client relationships by organizing households, clients, financial accounts, and related data in one system. This improves visibility, reduces manual data entry, and supports more consistent workflows and client service.
Ruchika J.
Unifies Customer Data, Workflows, and AI for More Personalized Service
Reviewed on Sep 17, 2026
Review provided by G2
What do you like best about the product?
What I like most about Agentforce Financial Services is its ability to bring customer data, financial workflows, and AI-powered assistance together. It helps teams gain a more complete customer view, automate routine tasks, and deliver more personalized service.
What do you dislike about the product?
The main drawback is that it can take time to configure and tailor the platform to specific financial-services processes. The breadth of features can also create a learning curve for new users.
What problems is the product solving and how is that benefiting you?
It helps solve fragmented customer data, manual financial-service processes, and disconnected workflows by bringing customer information, automation, and AI assistance together. This helps me improve efficiency, make faster decisions, and deliver more personalized customer experiences.
Financial Services
Prin Product Manager
Reviewed on Sep 17, 2026
Review provided by G2
What do you like best about the product?
Financial account structure is flexible and adaptable to business needs,. We also use person accounts and having support for person accounts has been a very good thing.
What do you dislike about the product?
We’ve struggled to properly implement relationships within financial services cloud. The current Actionable Relationship Center (ARC) isn’t laid out well, is confusing and difficult to train users. Also not a huge fan of changing the name of all these products all the time. Hard to track what we have and what we might need to pay for.
What problems is the product solving and how is that benefiting you?
Financial Accounts provides a flexible account model that allows us to frame a variety of account types within the system. Also has good framework that pairs with nCino and the origination process.
Justin M.
Empowers Banking Solutions, Needs Interface Refresh
Reviewed on Sep 17, 2026
Review provided by G2
What do you like best about the product?
I love all of the new features in Agentforce Financial Services, and I love how easy it is to build applications. The digital experience runs smoothly, and overall, I think it works really well.
What do you dislike about the product?
I think some of the configuration methods feel old or outdated, and the implications of making changes aren't always clear. I don't love how some settings need tweaking to get a consistent experience across desktop and global landscapes. The look and feel of the opportunity interface are a bit quirky, and I'm not sure the tab-based layout works so well for everything.
What problems is the product solving and how is that benefiting you?
Agentforce Financial Services helps teams organize to do more, sell more products, understand clients better, and find opportunities.
Rainak .
Structured Data Layout and Action Plans That Scale Across Branch Offices
Reviewed on Sep 17, 2026
Review provided by G2
What do you like best about the product?
I enjoy the data layout and action plans capabilities that provide structured templates for multiple advisory branch offices. I also appreciate that we gained access to some OOTB features that let us sunset our makeshift precursors.
What do you dislike about the product?
I don't like how the agentic advisor suite being planned isn't included by default as part of the financial services cloud package. My firm already spent quite a lot on the transition and they are not going to want to spend even more for new features they should be getting with their initial investment.
What problems is the product solving and how is that benefiting you?
We lacked the ability to deploy similar solutions that were working in some branches to other less successful ones, and FSC is allowing us to complete this.
Financial Services
AI That Simplifies Financial Services Without Sacrificing Compliance or Security
Reviewed on Sep 17, 2026
Review provided by G2
What do you like best about the product?
I’m still new and learning, but I genuinely think AI can help simplify financial services without compromising compliance or security. …………………………………………..
What do you dislike about the product?
N/A ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ………….. ……………………………..
What problems is the product solving and how is that benefiting you?
Workflow management and automation/simplification. Almost like having wingman’s at work.
…………………………………………………………… ……………………………………………………………
……………………………………………………………
…………………………………………………………… ……………………………………………………………
……………………………………………………………
Financial Services
Easy to Use with a Great Data Model and Everything in One Place
Reviewed on Sep 17, 2026
Review provided by G2
What do you like best about the product?
Easy to use, all data in one place, great data model. It’s great to see relationships and holdings and financial accounts. Seeing the account portfolio.
What do you dislike about the product?
Too many objects, reporting can be tough when trying to link everything. Building lightning web components to fully see everything in one view or page
What problems is the product solving and how is that benefiting you?
Bringing our external data into Salesforce for our team to log activities, monitor changes and react to changes. We use custom views built with Lightning web components
T t.
Exceptional Performance That Scales Well With Agents
Reviewed on Sep 17, 2026
Review provided by G2
What do you like best about the product?
exceptional, works well with agents, cost effective, deterministic, true layers adds trust to org, data 360 makes it easy to connect and refine data
What do you dislike about the product?
testing is complicated as we add more agents and complex scenarios. testing center need to evolve and we need to more add more determinism to tackle prod issues
What problems is the product solving and how is that benefiting you?
faster to market, less coding, easy deployment, easy to organize, ground data, used deterministic logic to avoid hallucination. cost effective and works well
Alberto H.
Centralized Information and a Standardized Process That Works
Reviewed on Sep 17, 2026
Review provided by G2
What do you like best about the product?
Centralized information, standardized process. Infinity of integrations. Simply a complete tool to outperform everything else on the market, would love to participate on round tables to discuss future capabilities
What do you dislike about the product?
No complaints so far. It covers what our clients look for, at least for our region. Would love to participate on round tables to discuss future capabilities and adoption strategies
What problems is the product solving and how is that benefiting you?
Pqrs access 24/7
Dedicated agentic account executive 24/7
Access detailed account details
Onboarding and BPM process inside the CRM
Missing native banking app
Dedicated agentic account executive 24/7
Access detailed account details
Onboarding and BPM process inside the CRM
Missing native banking app
Banking
Unified Framework That Brings Consistency and a Clear Member View
Reviewed on Sep 17, 2026
Review provided by G2
What do you like best about the product?
Unification and calibration. It allows us to have consistency in our processes and centralize to one framework. Love all areas of our org can have a good view of our members.
What do you dislike about the product?
Sometimes it takes time to make changes. Also the links into our other systems can be cumbersome at times. We are trying to get out of our green screens.
What problems is the product solving and how is that benefiting you?
We have a common language across our organization. We can share data and information with all departments. It also allows our members to have access to correct knowledge.