Seamless voice integration inside Salesforce
- Rating
- 4.9
- Reviews
- 1,044
- Pricing
- Paid
from $50 per user per monthView app: Partner Contact Center Powered by Vonage
Salesforce Financial Services apps
Financial services apps support relationship and servicing workflows for financial organizations. Compare the client model, information access and approvals required by your business before assessing specialist features.
45 apps in the directory. Ordered by AppExchange review count.
Client and household relationship workflows
Advisor and account servicing tools
Financial process documentation and approvals
Financial Services apps on the AppExchange
Compare the listings below, then open an app for its features, pricing plans, compatibility and publisher information.
SurveyMonkey Enterprise for CX: Surveys for Salesforce
By SurveyMonkey
Seamlessly integrate feedback data with Salesforce
- Rating
- 4.9
- Reviews
- 325
- Pricing
- Paid
Send Single or Mass Email,or Drip Email with File Attachments to any Object
- Rating
- 4.9
- Reviews
- 164
- Pricing
- Paid
from $219 per 1 user, more plans, add-ons available per monthView app: MassMailer - Native App, Email Marketing, Mass Email, Email Alerts, Attach FilesGenerate Documents, Automate Workflow & E-sign - all within Salesforce
- Rating
- 5.0
- Reviews
- 149
- Pricing
- Paid
from €20 per user per monthView app: Documill Generate & Automate : Document Generation, Workflow Automation + E-signOdaseva: Salesforce Data and Metadata Backup & Recovery
By Odaseva Technologies S.A.S
Protect and Secure Your Salesforce Data, trusted by Fortune 500 Companies
- Rating
- 5.0
- Reviews
- 97
- Pricing
- Paid
from $1,750 per company per monthView app: Odaseva: Salesforce Data and Metadata Backup & RecoveryThe Mortgage App
By Jungo
Do Mortgage Management Better with Jungo
- Rating
- 4.9
- Reviews
- 80
- Pricing
- Paid
from $119 per user per monthView app: The Mortgage AppSecure Salesforce Document Management with External Cloud Storage
- Rating
- 5.0
- Reviews
- 50
- Pricing
- Paid
from $4.99 per user per monthView app: DocuVault Document Management | S3,Azure Blob,SharePoint,GoogleDrive IntegrationSmartCOMM™ for Salesforce - Correspondence Edition
By Smart Communications
Enterprise-Grade Document Generation and Customer Communications Management
- Rating
- 4.9
- Reviews
- 40
- Pricing
- Paid
from $25 per user per monthView app: SmartCOMM™ for Salesforce - Correspondence EditionPowering PE, VC, and Fund Management with Intelligent Software.
- Rating
- 5.0
- Reviews
- 39
- Pricing
- Free to install
Create processes to grow with your business
- Rating
- 4.9
- Reviews
- 36
- Pricing
- Paid
from $25 per user per monthView app: Conga Orchestrate | Supercharged Workflow AutomationBenefitsGuide: Employee Benefits Broker Automation Platform
By BenefitsGuide
Employee benefits focused insurance agency management system and much more
- Rating
- 5.0
- Reviews
- 25
- Pricing
- Paid
from $100 per user per monthView app: BenefitsGuide: Employee Benefits Broker Automation PlatformEmpower teams to deliver exceptional client experiences
- Rating
- 5.0
- Reviews
- 23
- Pricing
- Paid
from $1,200 per company per monthView app: Practifi - The Performance Optimization Platform for RIAsBrainshark for Salesforce
By Bigtincan
Sales Enablement Solutions to Accelerate Performance
- Rating
- 4.9
- Reviews
- 23
- Pricing
- Paid
from $5 per user per monthView app: Brainshark for SalesforceOneSpan Sign for Salesforce
By OneSpan
We Enable Trust for High-value Digital Agreements and Transactions
- Rating
- 4.7
- Reviews
- 23
- Pricing
- Paid
from $20 per user per monthView app: OneSpan Sign for SalesforceXtremeMortgageWorX Enterprise
By XtremeMortgageWorX
A CRM built by loan officers for loan officers
- Rating
- 5.0
- Reviews
- 20
- Pricing
- Paid
Market Builders CRM for Institutional Asset Management
By Market Builders Inc.
Comprehensive CRM solution for Institutional Asset Management industry-IAM
- Rating
- 4.9
- Reviews
- 16
- Pricing
- Paid
from $1,000 per user, one timeView app: Market Builders CRM for Institutional Asset ManagementMedallia Sales & Service Experience for Salesforce
By Medallia, Inc.
Embed the voice of the customer in your CRM
- Rating
- 4.8
- Reviews
- 16
- Pricing
- Paid
from $10,000 per company per yearView app: Medallia Sales & Service Experience for SalesforceCheck-in: Field Sales & Field Service Management with Real Time Location
By GPS Dashboard, Inc
Gain visibility to your mobile workforce: verify account visits, check-ins
- Rating
- 4.9
- Reviews
- 15
- Pricing
- Paid
from $30 per user per monthView app: Check-in: Field Sales & Field Service Management with Real Time LocationStrongpoint — SOX compliance, audit, and change management for Salesforce
By Strongpoint - Simplified SOX Compliance for Revenue Cloud and Complex Orgs
SOX compliance, change management, and audit readiness for Salesforce teams
- Rating
- 5.0
- Reviews
- 14
- Pricing
- Paid
from $1,000 per company per monthView app: Strongpoint — SOX compliance, audit, and change management for SalesforceNative Salesforce lending & leasing — fund loans 27% faster.
- Rating
- 5.0
- Reviews
- 14
- Pricing
- Paid
from $10,000 per company per monthView app: Symphonix by Q2 — Digital Loan & Lease Origination, Servicing, & CollectionsMarket Builders - MMD Integration for Institutional Asset Managers
By Market Builders Inc.
Ability to store ALL of the S&P Money Market Directory data in Salesforce
- Rating
- 5.0
- Reviews
- 13
- Pricing
- Paid
from $2,000 per user, one timeView app: Market Builders - MMD Integration for Institutional Asset ManagersVlocity Insurance
By Vlocity, A Salesforce Company
Digital Insurance Platform
- Rating
- 4.8
- Reviews
- 13
- Pricing
- Paid
from $60 per user per monthView app: Vlocity InsuranceNavatar M&A
By Navatar Group
Elevate Your Expectations of What Deal Software Can Be
- Rating
- 5.0
- Reviews
- 12
- Pricing
- Paid
Capital Markets. Corporate & Investment Banking.
- Rating
- 5.0
- Reviews
- 12
- Pricing
- Paid
from $80 per user per monthView app: SS&C Tier1 for Capital Markets & Investment BankingTrustHub
By WealthHub Solutions Inc.
The better way to manage trusts
- Rating
- 5.0
- Reviews
- 12
- Pricing
- Paid
from $40 per user per monthView app: TrustHubSalesforce – Office integration for better document management
- Rating
- 4.8
- Reviews
- 11
- Pricing
- Free
Archiving & Compliance for Chatter
By Smarsh, Inc.
The Chatter App for Compliance Peace of Mind.
- Rating
- 4.3
- Reviews
- 9
- Pricing
- Paid
Built to maximise client revenue for the sell side of capital markets
- Rating
- 5.0
- Reviews
- 7
- Pricing
- Paid
from $85 per user per monthView app: #1 Client Relationship and Data-Driven Advisory Platform for Capital MarketsCloudLock for Salesforce
By CloudLock
Native Cloud Data Protection. Funded by Salesforce.com
- Rating
- 4.4
- Reviews
- 5
- Pricing
- Free to install
PitchBook Plugin for Salesforce
By PitchBook Data, Inc.
This plug-in integrates PitchBook profiles, contacts and leads with SFDC
- Rating
- 2.8
- Reviews
- 5
- Pricing
- Free to install
ArtemisVC
By ArtemisVC
Dealflow management system for venture capital and private equity.
- Rating
- 5.0
- Reviews
- 4
- Pricing
- Paid
Navatar Corporate Development
By Navatar Group
Elevate Your Expectations of What Deal Software Can Be
- Rating
- 5.0
- Reviews
- 4
- Pricing
- Paid
Recursive Labs Visual Engagement Platform - Cobrowse, Video Chat, Remote Support
By Recursive Labs, Inc.
Next Gen Visual Customer Engagement from Consumer to Compliance
- Rating
- 5.0
- Reviews
- 3
- Pricing
- Free
REO HQ
By REO HQ
Relax, we've got you covered!
- Rating
- 5.0
- Reviews
- 3
- Pricing
- Paid
from $45 per user per monthView app: REO HQSalentica Elements CRM
By SS&C Technologies, Inc.
Configurable CRM Solution w/ a Data Model Built for Wealth & Asset Managers
- Rating
- 5.0
- Reviews
- 2
- Pricing
- Paid
from $100 per user per monthView app: Salentica Elements CRMMajesco ClaimVantage Claims
By Majesco
Where Claims Processing Meets Intelligent Automation.
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
from $350 per user per monthView app: Majesco ClaimVantage ClaimsA LP portal and VDR where every interaction builds a stronger partnership.
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Free to install
SuperTRUMP for Salesforce
By Ivory Consulting Corporation
Modeling and Pricing for Equipment Leases and Loans.
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
from $575 per user per monthView app: SuperTRUMP for SalesforceTerafina
By Terafina
Omni Channel Sales Platform for Financial Services Industry
- Rating
- 4.0
- Reviews
- 1
- Pricing
- Paid
from $25 per user per monthView app: TerafinaAllRounds Investor, AllRounds Finance and AllRounds Exchange
By Allrounds Inc
Private Capital Investment Systems for Private Companies
- Rating
- Not rated
- Reviews
- 0
- Pricing
- Paid
from $2,500 per user per yearView app: AllRounds Investor, AllRounds Finance and AllRounds ExchangeAnsera Cloud
By Ansera, LLC
Cloud based Decision Support System integrates Medical Claim Processing
- Rating
- Not rated
- Reviews
- 0
- Pricing
- Paid
CSI Watch List Checking
By Computer Services Inc.
Watch List & Restricted Party Compliance Screening
- Rating
- Not rated
- Reviews
- 0
- Pricing
- Paid
from $5,000 per company per yearView app: CSI Watch List CheckingMosaicRM Software
By Mosaic Research Management
Empowering world-class proprietary research
- Rating
- Not rated
- Reviews
- 0
- Pricing
- Paid
from $150 per user per monthView app: MosaicRM SoftwareTemenos Journey Manager for Salesforce
By Temenos Infinity
A digital banking product focused on customer experience.
- Rating
- Not rated
- Reviews
- 0
- Pricing
- Paid
from $25 per user per monthView app: Temenos Journey Manager for SalesforceWoodfinn Compass ®
By Woodfinn
Order Management, Panel Management and Quality Control
- Rating
- Not rated
- Reviews
- 0
- Pricing
- Paid
How to choose Financial Services apps
- Check compatibility with your financial services data model.
- Review sensitive data access, retention and audit controls.
- Test client onboarding and servicing exceptions.
Find an app for your workflow
Describe your requirements in the app finder to narrow this category to apps that fit your project.
Find apps for your projectFinancial Services app questions
What do Salesforce Financial Services apps do?
Financial services apps support relationship and servicing workflows for financial organizations. Compare the client model, information access and approvals required by your business before assessing specialist features.
How should I compare Financial Services apps?
Check compatibility with your financial services data model. Review sensitive data access, retention and audit controls. Test client onboarding and servicing exceptions.
Where can I check pricing and compatibility?
Open an app listing to review its published pricing, supported Salesforce products and editions, and publisher details. Confirm current licensing, usage limits and implementation requirements with the publisher before purchasing.