Home / CRM & CRM add-ons / Salesforce Financial Services Cloud + Agentforce
Salesforce Financial Services Cloud + Agentforce
Enterprise CRM for financial services with Agentforce AI agents. ↗ salesforce.com/financial-services/artificial-intelligence
Pricing
No public pricing found on the vendor pages we checked (demo/quote).
Integrations
Not verified We found no named integrations list on the pages we checked.
Security & compliance claims
- SOC 2 Type II, ISO 27001, zero data retention and AES-256 mentioned on Agentforce FS page
↗ salesforce.com/financial-services/artificial-intelligence
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
Fits enterprise and large RIAs. Expect implementation partner costs.
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