Agentforce empowers commercial bankers to deepen relationships and drive revenue by handling meeting prep and follow-up—creating agendas, summarizing past interactions, and updating relationship plans—so they can focus on what matters most: their clients.
Overview:
Excessive administrative tasks mean less time building Client relationships. This Topic streamlines post meeting follow-up by organizing client goals, recent interactions, financial trends, and relationship updates so bankers can focus on strategic growth and stronger client relationships.
Actions Invoked:
Structure Meeting Notes, Create Interaction Summary, Create Account Plan Objective, Recommend and Create Interest Tag, Create Opportunity, Create Case, Create and Assign Task, Draft and Send Email
Data Sources:
CRM Data, CRM Record, Transaction Data
Industry Data Objects Referenced:
Account, Interaction Summary, Interaction Attendee, Account Plan Objective, Opportunity
Financial Services organizations are looking to improve efficiency and personalized experience while mitigating risk. Agentforce solves these challenges extends your workforce and serves your customers 24/7. It’s your always-on digital labor that helps your employees and customers.
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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.
