Moody's turns proprietary intelligence into sales opportunities as an Agentic Enterprise

Executive Summary

Moody’s provides financial intelligence to help banks, businesses, and governments inform high-stakes decisions. As its proprietary data and insights continued to expand, the strategic priority shifted from generating intelligence to activating it, embedding its own differentiated insight directly into frontline sales and service workflows to help support growth objectives.

To operationalize this at scale across 875 sales representatives and a 300-person service team, Moody’s embedded Salesforce Agentforce into its go-to-market processes. A sales recon agent is designed to provide a consolidated view of account information by combining Moody’s proprietary data with CRM context so sellers enter interactions with access to shared insights that are intended to align with the information customers see. In parallel, a service agent enhances live customer engagements by surfacing relevant content, assisting with drafting responses, and highlighting potential cross-sell opportunities, including in real time.

Both agents run on a trusted Data 360 foundation: MuleSoft connects third-party sources, Informatica cleans the data, and Data 360 helps harmonize data into a more consistent record.