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Become an agentic enterprise with Agentforce - AI agents that possess deep industry expertise to automate tasks, optimize processes, and deliver superior customer experiences in Banking, Insurance, and Wealth & Asset Management.
Leading brands achieve success with Agentforce for Financial Services.
Agentforce is going to allow us to give our teams superpowers. We can automate back-end work, allowing employees to focus on what matters most — keeping customer promises and driving profitable growth.
Bob BastianChief Information and Technology Officer for Global Retirement and Insurance, Prudential
What is Agentforce for Financial Services?
Agentforce for Financial Services is an agentic AI solution that provides proactive 24/7 support, using the power of the Salesforce platform. This solution includes AI agents grounded in deep industry data and contextualized for banking, wealth management, and insurance firms.
Building Blocks of Agentforce for Financial Services
Agentforce skills have the industry expertise on the unique jobs-to-be-done across financial services organizations.
Unstructured and structured financial services data, across sources, harmonized for the right context and used through industry data models.
Deep industry actions that cater to banking, wealth, and insurance professionals surfaced through Financial Services Cloud.
Easily integrates with core banking, wealth, and insurance systems and connects disparate financial data for comprehensive household and customer insights.
Start with pre-built Agentforce skills and use cases for financial services.
Reduce customer wait times & connect fast.
Agentforce Banking Service Assistance can now handle routine inquiries instantly, reducing call volumes and freeing up human agents for more complex interactions.
Automate routine tasks & reduce wait times.
Agentforce Insurance Service Assistance reduces hold times and improves first-call resolution with purpose-built AI for Insurance. By augmenting insurance CSRs with secure, AI-powered policyholder & quote summaries, enhance customer interactions and boost productivity.
Too much time on administrative work, not enough on growth?
With the Agentforce Relationship Assistance for Banking, the process is streamlined, automatically creating agendas, summarizing meetings, and ensuring follow-up for efficient client engagement.
Make meeting preparation and follow-up effortless
Agentforce automates prep so Financial Advisors have a 360 client view, ready to build stronger relationships, and streamline post-meeting tasks.
Increase collections while enhancing customer relationships.
Agentforce Collections Assistance streamlines recovery processes with digital workers efficiently guiding human agents through routine processes allowing them to spend more time on complex interactions.
Build and customize your financial services AI agents quickly for multiple use cases.
No Code Setup, Fast Results
Launch AI agents in minutes with pre-built skills, actions, and templates. No data science or IT ticket required.
Click, Don’t Code
Customize and extend agents using Salesforce’s intuitive low code tools so your teams can evolve experiences as business needs change.
Guided by Data and Process
Because Agentforce is built on your existing Salesforce data and workflows, AI agents act with business context and precision without needing to stitch together external tools.
Always in Your Control
Easily test, adjust, and govern Agentforce behavior using familiar Salesforce admin controls so you can confidently scale AI without starting from scratch.
Agentforce turns on 24/7 service so we can say, ‘Hey, you want to call at 3:00 a.m. because you're busy and you work an abnormal schedule? Great. We have somebody ready to answer questions for you.
Aaron WittChief Digital & Data Officer, Sammons Financial Group
Ready to take the next step with Agentforce for Financial Services?
Watch a demo
Learn how Agentforce for Financial Services propels customer success.
Start your trial
Get started with a free trial of Financial Services Cloud today and boost productivity and your bottom line.
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Agentforce for Financial Services FAQs
AI agents in financial services are autonomous software systems created to process financial services information, make decisions, and even take action with minimal human involvement. They use technologies like machine learning and natural language processing (NLP) to analyze large amounts of financial data and recognize patterns. This helps bankers, insurers, and wealth advisors make smarter, more personalized decisions for each customer. Plus, these AI agents can even factor in outside influences such as market volatility, regulatory changes, and economic trends when assisting customers.
Agentic AI in financial services are AI systems that act independently to perform specific tasks or make decisions on behalf of financial institutions. These systems are designed to understand and interpret complex financial data, interact with customers, and execute transactions with minimal human intervention. For example, banks can use agentic AI in banking to automate and manage the transaction dispute process. The AI can check accounts, understand dispute details, and issue refunds within set limits, without human help. This helps make sure cases are handled quickly and accurately. Agentic AI in financial services aims to streamline processes, reduce errors, and provide more accurate and timely financial services.
AI agents improve financial services by providing 24/7 customer support, answering questions, and resolving issues anytime. AI agents can perform routine tasks, boosting efficiency and letting bankers, insurers, and wealth managers focus on strategic work. These agents also play a crucial role in fraud detection, analyzing transaction patterns in real-time to swiftly identify and prevent suspicious activities. AI agents also offer personalized financial advice by using customer and market data to help make informed decisions.
Agentic AI enhances financial services in several ways. AI chatbots and virtual assistants provide seamless customer support, handling inquiries around the clock. AI agents improve risk management by accurately assessing credit, market, and operational risks. They also excel at fraud detection, identifying unusual transaction patterns and flagging potential issues. In investment management, AI agents can analyze market trends to assist in portfolio management and trading decisions. Lastly, AI agents ensure regulatory compliance by monitoring transactions and reporting any suspicious activities, keeping financial institutions safe and secure.
Agentforce for Financial Services is a comprehensive AI-powered platform designed specifically for the financial services industry. It offers pre-built agent capabilities to automate and optimize various financial processes. Financial services institutions can take advantage of capabilities like banking service assistance, relationship assistance, and financial advisor assistance. Agentforce aims to enhance customer interactions, improve operational efficiency, and provide actionable insights to financial institutions.
Agentforce for Financial Services increases efficiency by automating routine tasks and processes, allowing institutions to operate more smoothly. Personalized and timely support enhances the customer experience, which also increases satisfaction and loyalty. Advanced analytics and insights enable better decision-making, helping banks, insurance companies, and wealth management firms make strategic choices. Agentforce for Financial Services also helps ensure regulatory compliance, reducing the risk of non-compliance and keeping institutions secure.
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.