Borrowers today expect seamless digital experiences with immediate answers to select the right loan. With Agentforce for Financial Services, digital agents guide borrowers through loan product discovery by answering questions about loans, sharing interest rate and fee details, and comparing offerings, so lenders can deliver personalized experiences that boost loan volume.
Overview:
Customers shopping for loans need quick answers to questions about different types of loans as well as rates and terms. The Lending Product Discovery topic helps borrowers identify relevant loan products and guides them to loans that have terms that meet their needs, ultimately increasing loan approvals.
Actions Invoked:
Retrieve Loan Product Categories, Retrieve Products By Category, Retrieve Product Details, Retrieve Programs by Product, Retrieve Program Details, Analyze Estimated Loan Amount
Data Sources:
CRM Data, Knowledge Articles or Files
Industry Data Objects Referenced:
Product, Product Fee, Product List Rate, Term Related Object, Program Product
Financial services organizations are prioritizing efficiency gains, personalized customer experiences, and robust risk mitigation. Agentforce addresses these imperatives by seamlessly extending your workforce and providing always-on customer service. This intelligent digital labor empowers your employees and enhances customer satisfaction.
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Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
