{"id":67456,"date":"2025-06-16T15:21:11","date_gmt":"2025-06-16T05:21:11","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=67456"},"modified":"2025-06-16T15:33:54","modified_gmt":"2025-06-16T05:33:54","slug":"the-future-of-financial-services-a-limitless-digital-workforce","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/au\/blog\/the-future-of-financial-services-a-limitless-digital-workforce\/","title":{"rendered":"The Future of Financial Services: A Limitless Digital Workforce"},"content":{"rendered":"\n

Autonomous artificial intelligence agents are empowering workers and helping financial services companies deliver unmatched customer experiences. Attendees at the recent Agentforce Financial Services Summit<\/a> in Sydney heard how new AI agent templates can fast-track your efforts to support workers, improve customer engagement, boost productivity and free up more time for employees to do high-value, priority work.<\/p>\n\n\n\n

Increasing use of AI agents to automate key business processes has seen the financial services industry reach an \u201cincredible inflection point,\u201d said Eran Agrios, Senior Vice President and General Manager, Financial Services, Salesforce, by streamlining efficiency and allowing financial services firms to personalise their engagement with clients to the point where each can be treated as an \u201caudience of one\u201d.<\/p>\n\n\n\n

It\u2019s a vision that Salesforce has been working towards for 18 months, Eran explained, welcoming attendees to the Agentforce Financial Services Summit<\/a> with a glimpse of the limitless new possibilities that AI agents, through the new Agentforce platform, are making possible.<\/p>\n\n\n\n

Businesses \u201care being asked to innovate really quickly and deliver results faster than they\u2019ve ever been asked to do before,\u201d she explained, noting that many financial services organisations were finding their existing processes aren\u2019t up to the task.<\/p>\n\n\n\n

\n\t
\n\n\t\t
\n\t\t\t

Thrive in the New Era of Financial Services<\/strong><\/h2>\n\t\t\t\t\t\t\t

Watch the Agentforce Financial Services Summit Keynote to learn how you can navigate\u00a0the future of banking, insurance, and wealth management.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t

\n\t\t\t\t\tWatch it now<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t
\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t
<\/div>\n\t\n\t\t\t\n\t\t\"\"\n\n\t\t\n\t\t\t\t\t\"\"\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\t\t\t\"\"\n\t\t\n\t<\/div>\n\n\n\n

Indeed, the recent Salesforce Connected Financial Services Report<\/a> found that 56% of customers feel their institutions don\u2019t anticipate their financial needs and 55% expect financial services institutions to use AI to speed their transactions.<\/p>\n\n\n\n

This has made it necessary for financial services organisations to be proactive in adopting agentic AI, Eran said, flagging the efficiency benefits available to companies that introduce an industry-aware digital workforce in which AI agents proactively analyse Salesforce customer data to support the work of human employees.<\/p>\n\n\n\n

She urged attendees to think laterally about how automated agents could improve the way their business runs: automatically collating data to prepare for meetings, for example, or processing the outcomes of meetings to follow up with stakeholders or clients.<\/p>\n\n\n\n

Salesforce is speeding that process with the release<\/a> of Agentforce for Financial Services, a library of pre-built Agentforce templates and actions that businesses can use to kickstart the adoption of AI agents across their businesses.<\/p>\n\n\n

\n
\n

You can offer tremendous scale if you think about how you could bring humans and agents together on one platform. This is an opportunity to work on some of the harder things and to deliver the proactive service that we\u2019ve been talking about for years.”<\/p>\n<\/blockquote>\nEran Agrios, Senior Vice President and General Manager, Financial Services, Salesforce<\/span>\n