Financial Services Cloud Applications | Salesforce AppExchange

Financial Services Cloud Applications | Salesforce AppExchange

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The world's #1 CRM, reimagined for financial services.

Unlock the full power of your financial institution with Salesforce Financial Services Cloud for banking, wealth management, and insurance.

Banking: Be the Bank Your Customers Love

Conga Composer Connector for Salesforce | Create and manage documents with ease Paid Chat Chat Conga Composer Connector for Salesforce | Create and manage documents with ease App by Conga
Starting at $6 USD per user every 0 months
Features
Lightning Ready
Professional & Up
No Limits
Salesforce1 Mobile

Rating (862)
Latest Release 1/13/2023
CATEGORIES Document Generation , Collaboration Automate document generation with dynamic data from any standard or custom Salesforce object. Conga Composer automates tedious business processes to get work done faster and easier in Salesforce.####Contact Conga for a free 30-day trial today!
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Exstream | Document Generation for Salesforce Paid App Exstream | Document Generation for Salesforce App by OpenText Corporation
Starting at $17 USD per user per month
Discounted for Nonprofits
Features
Lightning Ready
Professional & Up
No Limits

Rating (2)
Latest Release 7/21/2022
CATEGORIES Document Generation Exstream for Salesforce is an enterprise solution for interactive document generation and personalized customer communications. It offers simple graphical template design, can be integrated into Salesforce Flows and scales to millions of documents.
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Zafin 360 Paid App Zafin 360 App by Zafin
Starting at $1 USD per Zafin instance per month
Features
Lightning Ready
Enterprise & Up
No Limits

Rating (0)
Latest Release 2/28/2023
CATEGORIES Finance Zafin 360 empowers bankers with immediate, easy and transparent access to customers’ product, pricing and charging information, plus exception pricing capabilities and workflows .
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nCino Paid App nCino App by nCino
$1 USD per user every 0 months
Features
Lightning Ready
Enterprise & Up
No Limits

Rating (10)
Latest Release 10/15/2020
CATEGORIES Finance Built by bankers for bankers, nCino streamlines all customer and employee interactions within a single cloud-based Bank Operating System® that drives increased efficiency, transparency, profitability and regulatory compliance across all business lines.
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Ignite LeadLync™ Paid App Ignite LeadLync™ App by Ignite Sales Inc
Starting at $250 USD per Guide per month
Features
Lightning Ready
Professional & Up
No Limits

Rating (0)
Latest Release 3/3/2022
CATEGORIES Integration The missing lync to effective CRM is available. Complete the Sales and Marketing information loop with LeadLync™ integration into Salesforce. Compliant, consistent and accurate capture of all sales dialogs.
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Onfido | The Real Identity Platform (KYC / AML / Identity Verification) Free App Onfido | The Real Identity Platform (KYC / AML / Identity Verification) App by Onfido Free Features
Lightning Ready
Essentials & Up

Rating (1)
Latest Release 9/11/2023
CATEGORIES Finance Build trust at onboarding with an end-to-end, AI-powered identity verification solution. The Real Identity Platform enables 900+ businesses to seamlessly onboard customers, stop fraud and navigate regulatory requirements.
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Seismic Enablement Cloud™ Paid App Seismic Enablement Cloud™ App by Seismic
Starting at $55 USD per user per month
Features
Lightning Ready
Enterprise & Up

Rating (56)
Latest Release 7/20/2023
CATEGORIES Productivity Seismic’s leading sales enablement solution delivers AI-guided personalized content at scale right from Salesforce. Align go-to-market teams to deliver the right content for each stage of the opportunity, improve productivity, and accelerate sales.
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The Trailblazer's Guide to Financial Services Cloud The Trailblazer's Guide to Financial Services Cloud Type eBook CATEGORY Other The financial services industry has an incredible opportunity to connect with customers like never##before—and Financial Services Cloud can help you get there.
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Temenos Journey Manager for Salesforce Paid App Temenos Journey Manager for Salesforce App by Temenos Infinity
$25 USD per user per month
Features
Professional & Up
No Limits

Rating (0)
Latest Release 9/8/2015
CATEGORIES Sales Integrate frictionless digital account opening forms, onboarding transactions and service forms into your Salesforce.com ecosystem and seamlessly offer engaging, mobile-responsive customer experiences.
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Extended ECM | Document Management for Salesforce Paid App Extended ECM | Document Management for Salesforce App by OpenText Corporation
Starting at $19 USD per user per month
Discounted for Nonprofits
Features
Lightning Ready
Professional & Up

Rating (10)
Latest Release 8/14/2023
CATEGORIES Document Management Extended ECM for Salesforce is an enterprise solution for sharing, controlling and managing documents and content within Salesforce. Automatically add secure Document and Records Management to your content, and make it available to the whole organization.
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Corporate and Investment Banking: Get Client Insights that get you Ahead

Wealth and Asset Management: Build Better Relationships with a Customer-Centric

Insurance: Deliver Customer-Centric Insurance Experiences

Mortgage and Lending: Lend Confidence to Every Big Financial Decision