Next-gen service for banking automates service tasks for banking, such as handling transaction fraud disputes and ordering replacement credit cards or new checks. This results in increased productivity and better customer service, leveraging Financial Services Cloud's prebuilt data models to power Agentforce's digital labor at scale.
Use AI and data to connect to core banking systems while improving efficiency and speed with automation. Drive customer satisfaction through scaled service and real-time personalized engagement.
Consolidate data into a single, unified platform that tracks every interaction, product, service, and relationship and connect to core banking systems. Instantly access critical information about each customer's complete financial profile, preferences, and history.
Customer-facing agents can complete tasks like research, summarization, and account updates autonomously.
Equip customers and employees with an AI-infused, centralized solution that puts customers at the center of every interaction. Reduce manual tasks with Agentforce.
Save time with ready-to-deploy, industry-specific processes and workflows that require minimal customization and technical resources.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Bring together the right people, information, and tools to drive business.
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
Activate all your customer data across Salesforce applications.
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Next-gen service for banking allows banks to automate service process while providing a connected view of the customers, enabling faster case resolution, and enhancing the customer and employee experience.
Evaluate your company’s needs and goals, thinking about the different banking experiences your organization delivers today. Think about what you want to change in your operations to deliver delightful banking experiences across all channels. Then, choose the software that will fulfill those demands.
An AI banking agent uses advanced artificial intelligence to understand and respond to inquiries, then take action without human intervention.
Generally, yes, when banking agents are integrated with secure platforms and data. Agentforce, for example, is built on the Einstein Trust Layer, ensuring data security and adherence to business protocols when handling tasks. AI banking agents built with Agentforce rely on trusted business data to ensure accuracy and security.
