{"id":10875,"date":"2025-05-28T11:00:00","date_gmt":"2025-05-28T02:00:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=10875"},"modified":"2025-05-28T11:32:25","modified_gmt":"2025-05-28T02:32:25","slug":"agentforce-for-financial-services-announcement","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/jp\/news\/stories\/agentforce-for-financial-services-announcement\/","title":{"rendered":"Salesforce\u3001\u300cAgentforce for Financial Services\u300d\u3092\u767a\u8868\u3000\u52b4\u50cd\u529b\u4e0d\u8db3\u3068\u9867\u5ba2\u306e\u671f\u5f85\u306e\u9ad8\u307e\u308a\u3078\u306e\u5bfe\u5fdc\u3092\u652f\u63f4"},"content":{"rendered":"\n<h6 class=\"wp-block-heading has-text-align-center\" id=\"h-\u5f79\u5272\u30d9\u30fc\u30b9\u3067\u4e8b\u524d\u4f5c\u6210\u6e08\u307f\u306eai\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u7d44\u307f\u8fbc\u3080\u3053\u3068\u3067-\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u696d\u52d9\u306e\u81ea\u52d5\u5316-\u30b3\u30fc\u30c7\u30a3\u30f3\u30b0\u7121\u3057\u3067\u9593\u63a5\u8cbb\u7528\u306a\u3069\u306e\u524a\u6e1b\u3092\u652f\u63f4\">\u5f79\u5272\u30d9\u30fc\u30b9\u3067\u4e8b\u524d\u4f5c\u6210\u6e08\u307f\u306eAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u7d44\u307f\u8fbc\u3080\u3053\u3068\u3067\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u696d\u52d9\u306e\u81ea\u52d5\u5316\u3001\u30b3\u30fc\u30c7\u30a3\u30f3\u30b0\u7121\u3057\u3067\u9593\u63a5\u8cbb\u7528\u306a\u3069\u306e\u524a\u6e1b\u3092\u652f\u63f4<\/h6>\n\n\n\n<h6 class=\"wp-block-heading has-text-align-center\" id=\"h-agentforce\u306f\u696d\u754c\u56fa\u6709\u306e\u30c7\u30fc\u30bf\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc-\u30dd\u30ea\u30b7\u30fc\u3092\u4f7f\u7528\u3057\u3066\u81ea\u5f8b\u7684\u306b\u52d5\u4f5c\u3057-\u4f01\u696d\u306e\u57fa\u6e96\u3084\u898f\u5236\u8981\u4ef6\u306b\u6e96\u62e0\u3057\u305f\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\">Agentforce\u306f\u696d\u754c\u56fa\u6709\u306e\u30c7\u30fc\u30bf\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30dd\u30ea\u30b7\u30fc\u3092\u4f7f\u7528\u3057\u3066\u81ea\u5f8b\u7684\u306b\u52d5\u4f5c\u3057\u3001\u4f01\u696d\u306e\u57fa\u6e96\u3084\u898f\u5236\u8981\u4ef6\u306b\u6e96\u62e0\u3057\u305f\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b<\/h6>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>\u203b\u672c\u8a18\u4e8b\u306f2025\u5e745\u670821\u65e5\u306b\u7c73\u56fd\u3067\u516c\u958b\u3055\u308c\u305f<a href=\"https:\/\/www.salesforce.com\/news\/stories\/agentforce-for-financial-services-announcement\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce Introduces Agentforce for Financial Services to Address Shrinking Workforces and Rising Client Expectations<\/a>\u306e\u6284\u8a33\u3067\u3059\u3002\u672c\u8a18\u4e8b\u306e\u6b63\u5f0f\u8a00\u8a9e\u306f\u82f1\u8a9e\u3067\u3042\u308a\u3001\u305d\u306e\u5185\u5bb9\u304a\u3088\u3073\u89e3\u91c8\u306b\u3064\u3044\u3066\u306f\u82f1\u8a9e\u304c\u512a\u5148\u3055\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-group is-style-media-wrapping-container\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"has-text-align-left\">\u4fe1\u983c\u3092\u57fa\u76e4\u3068\u3059\u308b\u696d\u754c\u306b\u304a\u3044\u3066\u306f\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u6709\u610f\u7fa9\u306a\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3059\u3079\u3066\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u65e5\u3005\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u5229\u7528\u4f53\u9a13\u306f\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u4eba\u9593\u5473\u306b\u6b20\u3051\u3066\u304a\u308a\u3001\u4e0d\u6e80\u3092\u611f\u3058\u3084\u3059\u3044\u3082\u306e\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u9867\u5ba2\u306f\u96fb\u8a71\u5bfe\u5fdc\u3067\u306f\u4fdd\u7559\u3067\u5f85\u305f\u3055\u308c\u3001\u540c\u3058\u60c5\u5831\u3092\u7e70\u308a\u8fd4\u3057\u4f1d\u3048\u308b\u5fc5\u8981\u304c\u3042\u308b\u307b\u304b\u3001\u5206\u304b\u308a\u306b\u304f\u3044\u30d5\u30a9\u30fc\u30e0\u3084\u60c5\u5831\u958b\u793a\u4e8b\u9805\u306b\u76ee\u3092\u901a\u3059\u3053\u3068\u304c\u6c42\u3081\u3089\u308c\u307e\u3059\u3002\u4e00\u65b9\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u9280\u884c\u62c5\u5f53\u8005\u3001\u4fdd\u967a\u30d6\u30ed\u30fc\u30ab\u30fc\u306a\u3069\u306e<a href=\"https:\/\/www.mckinsey.com\/industries\/financial-services\/our-insights\/the-looming-advisor-shortage-in-us-wealth-management\" target=\"_blank\" rel=\"noreferrer noopener\">\u52b4\u50cd\u8005\u306e\u6570\u306f\u6e1b\u5c11\u3057\u3066\u304a\u308a<\/a>\uff08\u82f1\u8a9e\uff09\u3001<a href=\"https:\/\/www.salesforce.com\/blog\/ai-in-financial-services-statistics\/#:~:text=Currently%2C%20one%20of%20our%20AI,on%20low%2Dvalue%20administrative%20work\" target=\"_blank\" rel=\"noreferrer noopener\">\u5f7c\u3089\u304c\u76f4\u63a5\u9867\u5ba2\u3068\u95a2\u308f\u308b\u6642\u9593\u306f\u308f\u305a\u304b39%\u306b\u3068\u3069\u307e\u308a<\/a>\uff08\u82f1\u8a9e\uff09\u3001\u6b8b\u308a\u306f\u4e8b\u52d9\u4f5c\u696d\u306b\u8cbb\u3084\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u9867\u5ba2\u3068\u306e\u3064\u306a\u304c\u308a\u3092\u6df1\u3081\u308b\u6a5f\u4f1a\u3084\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u69cb\u7bc9\u3059\u308b\u6a5f\u4f1a\u304c\u6e1b\u308a\u3001\u4eba\u9593\u5473\u3084\u4fe1\u983c\u304c\u611f\u3058\u3089\u308c\u308b\u3079\u304d\u95a2\u4fc2\u6027\u306b\u6469\u64e6\u304c\u751f\u3058\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed alignright is-type-video is-provider-vidyard wp-block-embed-vidyard\"><div class=\"wp-block-embed__wrapper\">\n<script type=\"text\/javascript\" async src=\"https:\/\/play.vidyard.com\/embed\/v4.js\"><\/script><img decoding=\"async\"  style=\"width: 100%; margin: auto; display: block;\"  class=\"vidyard-player-embed\"  src=\"https:\/\/play.vidyard.com\/wypa6qGC2F4Lt1CUpGGaU9.jpg\"  data-uuid=\"wypa6qGC2F4Lt1CUpGGaU9\"  data-v=\"4\"  data-type=\"inline\"  data-width=\"500\"  data-height=\"187\"\/>\n<\/div><\/figure>\n\n\n\n<p class=\"has-text-align-left\">\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3092\u652f\u63f4\u3059\u308b\u305f\u3081\u3001Salesforce \u306f\u3001\u5f79\u5272\u30d9\u30fc\u30b9\u3067\u4e8b\u524d\u4f5c\u6210\u6e08\u307f\u306eAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306e\u65b0\u3057\u3044\u30bb\u30c3\u30c8\u3067\u3042\u308b\u300c<a href=\"https:\/\/www.salesforce.com\/financial-services\/artificial-intelligence\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Agentforce for Financial Services<\/a>\u300d\uff08\u82f1\u8a9e\uff09\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30c1\u30fc\u30e0\u306f<a href=\"https:\/\/www.salesforce.com\/agentforce\/digital-labor\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">\u30c7\u30b8\u30bf\u30eb\u52b4\u50cd\u529b<\/a>\uff08\u82f1\u8a9e\uff09\u3067\u5f37\u5316\u3055\u308c\u3001\u6295\u8cc7\u5be9\u67fb\u306e\u6e96\u5099\u3001\u7d1b\u5931\u3057\u305f\u30af\u30ec\u30b8\u30c3\u30c8\u30ab\u30fc\u30c9\u306e\u4ea4\u63db\u3001\u95a2\u9023\u3059\u308b\u30ed\u30fc\u30f3\u306e\u9078\u629e\u80a2\u306e\u63d0\u793a\u306a\u3069\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u306e\u91cd\u8981\u306a\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"has-text-align-left\">\u3053\u308c\u3089\u306eAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306f\u4eba\u9593\u306e\u5f93\u696d\u54e1\u3068\u4e26\u3093\u3067\u3001\u696d\u52d9\u306e\u6d41\u308c\u306e\u4e2d\u3067\u30cd\u30a4\u30c6\u30a3\u30d6\u306b\u4f5c\u696d\u3092\u884c\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4ed8\u52a0\u4fa1\u5024\u306e\u9ad8\u3044\u9867\u5ba2\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306e\u6642\u9593\u3092\u596a\u3046\u4e8b\u52d9\u4f5c\u696d\u306e\u8ca0\u62c5\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002<a href=\"https:\/\/www.salesforce.com\/jp\/agentforce\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Agentforce<\/a>\u304c\u65e5\u5e38\u7684\u306b\u6642\u9593\u306e\u304b\u304b\u308b\u30eb\u30fc\u30c1\u30f3\u696d\u52d9\u3092\u5f15\u304d\u53d7\u3051\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u306e\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306f\u6700\u3082\u91cd\u8981\u306a\u696d\u52d9\u3067\u3042\u308b\u9867\u5ba2\u3078\u5c02\u5ff5\u3059\u308b\u6642\u9593\u3092\u5897\u3084\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002Agentforce\u306f\u4eba\u9593\u3068\u306e\u3064\u306a\u304c\u308a\u3092\u7f6e\u304d\u63db\u3048\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u696d\u754c\u306b\u7279\u5316\u3057\u305f\u30c7\u30b8\u30bf\u30eb\u52b4\u50cd\u529b\u3068\u3057\u3066\u305d\u306e\u3064\u306a\u304c\u308a\u3092\u5f37\u5316\u3057\u3001\u9280\u884c\u3084\u4fdd\u967a\u4f1a\u793e\u3001\u8a3c\u5238\u4f1a\u793e\u304c\u500b\u4eba\u3068\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u62e1\u5927\u3057\u3001\u898f\u5236\u5f53\u5c40\u306e\u4fe1\u983c\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3068\u6210\u9577\u3092\u4fc3\u9032\u3067\u304d\u308b\u3088\u3046\u652f\u63f4\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"has-text-align-left\">Agentforce\u306f\u3001\u4f01\u696d\u306e\u30c7\u30fc\u30bf\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7ba1\u7406\u3092\u30b0\u30e9\u30a6\u30f3\u30c7\u30a3\u30f3\u30b0\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u3059\u3079\u3066\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u306f\u793e\u5185\u30dd\u30ea\u30b7\u30fc\u3084\u898f\u5236\u8981\u4ef6\u306b\u6e96\u62e0\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001Agentforce\u306f<a href=\"https:\/\/www.salesforce.com\/jp\/financial-services\/cloud\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Financial Services Cloud<\/a>\u306b\u30cd\u30a4\u30c6\u30a3\u30d6\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u308b\u305f\u3081\u3001\u4eba\u9593\u3068\u30c7\u30b8\u30bf\u30eb\u306e\u52b4\u50cd\u8005\u306f\u3001\u76f4\u611f\u7684\u3067\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u5358\u4e00\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u4e0a\u306b\u7d71\u5408\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u696d\u52d9\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<\/div><\/div>\n\n\n\n<p>\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5411\u3051\u306e<a href=\"https:\/\/www.salesforce.com\/financial-services\/artificial-intelligence\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Agentforce for Financial Services<\/a>\uff08\u82f1\u8a9e\uff09\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u4e8b\u524d\u4f5c\u6210\u6e08\u307f\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.salesforce.com\/agentforce\/use-cases\/financial-services\/financial-advisor-assistance\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Financial Advisor<\/strong><\/a><strong>\u3068<\/strong><a href=\"https:\/\/www.salesforce.com\/agentforce\/use-cases\/financial-services\/client-relationship-assistant\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Banker Agents<\/strong><\/a><strong>\uff1a<\/strong>\u30cf\u30a4\u30bf\u30c3\u30c1\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u6e96\u5099\u3084\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u696d\u52d9\u52b9\u7387\u3092\u5411\u4e0a\u3067\u304d\u307e\u3059\u3002AI\u642d\u8f09\u306e\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8\u304c\u3001\u95a2\u9023\u3059\u308b\u9867\u5ba2\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u8868\u793a\u3057\u3001\u904e\u53bb\u306e\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u8981\u7d04\u3057\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u9805\u76ee\u3092\u4f5c\u6210\u3059\u308b\u305f\u3081\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u9280\u884c\u62c5\u5f53\u8005\u306f\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6df1\u3081\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6210\u9577\u306b\u5c02\u5ff5\u3067\u304d\u307e\u3059\u3002<\/li>\n\n\n\n<li><a href=\"https:\/\/www.salesforce.com\/agentforce\/use-cases\/financial-services\/banking-services-assistant\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Banking<\/strong><\/a><strong>\u3068<\/strong><a href=\"https:\/\/www.salesforce.com\/agentforce\/use-cases\/financial-services\/insurance-service-assistant\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Insurance Service Agent<\/strong><\/a><strong>\uff1a<\/strong>\u624b\u6570\u6599\u306e\u53d6\u308a\u6d88\u3057\u3084\u30af\u30ec\u30b8\u30c3\u30c8\u30ab\u30fc\u30c9\u306e\u89e3\u7d04\u3001\u4fdd\u967a\u306e\u4fdd\u969c\u30fb\u88dc\u511f\u5185\u5bb9\u306e\u8aac\u660e\u306a\u3069\u3001\u65e5\u5e38\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u306e\u4f9d\u983c\u3078\u5bfe\u5fdc\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30b5\u30fc\u30d3\u30b9\u62c5\u5f53\u8005\u306f\u4eba\u9593\u7684\u306a\u5bfe\u5fdc\u304c\u5fc5\u8981\u306a\u8907\u96d1\u306a\u30b1\u30fc\u30b9\u306b\u96c6\u4e2d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u91cf\u304c\u591a\u304f\u53cd\u5fa9\u7684\u306a\u30bf\u30b9\u30af\u306e\u89e3\u6c7a\u304c\u8fc5\u901f\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30bb\u30f3\u30bf\u30fc\u306f\u5f85\u3061\u6642\u9593\u306e\u77ed\u7e2e\u3084\u521d\u56de\u89e3\u6c7a\u7387\u306e\u5411\u4e0a\u306b\u3088\u308a\u3001\u9867\u5ba2\u4f53\u9a13\u5168\u4f53\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/li>\n\n\n\n<li><a href=\"https:\/\/www.salesforce.com\/agentforce\/use-cases\/financial-services\/loan-product-assistance\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Digital Loan Officer Agent<\/strong><\/a><strong>\uff1a<\/strong>\u81ea\u52d5\u8eca\u30ed\u30fc\u30f3\u3084\u500b\u4eba\u30ed\u30fc\u30f3\u306a\u3069\u306e\u30ed\u30fc\u30f3\u5546\u54c1\u306e\u7d39\u4ecb\u3092\u901a\u3058\u3066\u3001\u501f\u308a\u624b\u3092\u6848\u5185\u3057\u307e\u3059\u300224\u6642\u9593365\u65e5\u3001\u8cea\u554f\u3078\u306e\u56de\u7b54\u3001\u8a73\u7d30\u60c5\u5831\u306e\u53ce\u96c6\u3001\u5546\u54c1\u306e\u63d0\u6848\u3092\u884c\u3046AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306b\u3088\u308a\u3001\u4eba\u9593\u306e\u878d\u8cc7\u62c5\u5f53\u8005\u306f\u3001\u7533\u3057\u8fbc\u307f\u306e\u5be9\u67fb\u3001\u4f8b\u5916\u3078\u306e\u5bfe\u5fdc\u3001\u5951\u7d04\u6761\u4ef6\u306e\u78ba\u5b9a\u306a\u3069\u3001\u30cf\u30a4\u30bf\u30c3\u30c1\u306a\u696d\u52d9\u306b\u96c6\u4e2d\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u7d50\u679c\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387\u306e\u5411\u4e0a\u3001\u878d\u8cc7\u307e\u3067\u306e\u6642\u9593\u306e\u77ed\u7e2e\u3001\u501f\u5165\u4f53\u9a13\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u4e8b\u524d\u4f5c\u6210\u6e08\u307f\u306eAgentforce\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306b\u306f\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306e\u884c\u52d5\u306e\u6307\u91dd\u3068\u306a\u308b\u30c8\u30d4\u30c3\u30af\u3068\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u30b8\u30e7\u30d6\u306b\u7279\u5316\u3057\u305f\u884c\u52d5\u3092\u5b9f\u884c\u3059\u308b\u6a5f\u80fd\u3092\u5099\u3048\u305f\u30a2\u30af\u30b7\u30e7\u30f3\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u4f01\u696d\u306f\u3001Agentforce\u3092\u4f7f\u7528\u3057\u3066\u3001\u3053\u308c\u3089\u306eAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304a\u3088\u3073\u62e1\u5f35\u3057\u3001\u81ea\u793e\u306e\u30d7\u30ed\u30bb\u30b9\u3084\u30ac\u30fc\u30c9\u30ec\u30fc\u30eb\u3001\u30dd\u30ea\u30b7\u30fc\u3001\u30b5\u30fc\u30d3\u30b9\u30e2\u30c7\u30eb\u306b\u5408\u308f\u305b\u3066\u3001\u3059\u3079\u3066\u5ba3\u8a00\u578b\u3067\u3001\u30b3\u30fc\u30c9\u4e0d\u8981\u306e\u74b0\u5883\u3067\u8a2d\u5b9a\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3055\u3089\u306b\u3001<strong>Embedded Compliance Controls<\/strong>\u306b\u3088\u308a\u3001\u30c7\u30b8\u30bf\u30eb\u52b4\u50cd\u8005\u304c\u4eba\u9593\u306e\u30c1\u30fc\u30e0\u3068\u540c\u3058\u898f\u5236\u306e\u30ac\u30fc\u30c9\u30ec\u30fc\u30eb\u3092\u78ba\u5b9f\u306b\u9075\u5b88\u3059\u308b\u3088\u3046\u652f\u63f4\u3057\u307e\u3059\u3002Agentforce\u306f\u3001Financial Services Cloud\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u5185\u3067\u52d5\u4f5c\u3057\u3001\u30b5\u30fc\u30d3\u30b9\u3084\u878d\u8cc7\u3001\u9867\u5ba2\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u306a\u3069\u306e\u4e00\u822c\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u5168\u4f53\u3067\u3001\u627f\u8a8d\u3001\u958b\u793a\u3001\u76e3\u67fb\u5c65\u6b74\u306b\u95a2\u3059\u308b\u30eb\u30fc\u30eb\u3092\u9069\u7528\u3057\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u304c\u8ffd\u8de1\u304a\u3088\u3073\u7ba1\u7406\u3055\u308c\u308b\u305f\u3081\u3001\u4f01\u696d\u306f\u3088\u308a\u4e00\u8cab\u6027\u3068\u900f\u660e\u6027\u3092\u3082\u3063\u3066\u898f\u5236\u7fa9\u52d9\u3092\u9075\u5b88\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>\u91cd\u8981\u306a\u7406\u7531\uff1a<\/strong>\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u754c\u306f\u4eba\u6750\u306e\u5371\u6a5f\u306b\u76f4\u9762\u3057\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u73fe\u5728\u306e\u4fdd\u967a\u696d\u754c\u306e\u52b4\u50cd\u4eba\u53e3\u306e\u3046\u306150%\u306f<a href=\"https:\/\/www.insurancejournal.com\/magazines\/mag-features\/2024\/03\/04\/762494.htm\" target=\"_blank\" rel=\"noreferrer noopener\"> 15\u5e74\u4ee5\u5185\u306b\u5b9a\u5e74\u9000\u8077<\/a>\uff08\u82f1\u8a9e\uff09\u3059\u308b\u3068\u8a00\u308f\u308c\u3066\u304a\u308a\u3001\u751f\u7523\u6027\u304c\u5909\u308f\u3089\u306a\u3051\u308c\u3070\u30012034\u5e74\u307e\u3067\u306b<a href=\"https:\/\/www.mckinsey.com\/industries\/financial-services\/our-insights\/the-looming-advisor-shortage-in-us-wealth-management\" target=\"_blank\" rel=\"noreferrer noopener\">10\u4e07\u4eba\u3082\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc<\/a>\uff08\u82f1\u8a9e\uff09\u304c\u4e0d\u8db3\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u53cd\u9762\u3001\u9867\u5ba2\u306e\u4ed8\u52a0\u4fa1\u5024\u306e\u9ad8\u3044\u30b5\u30fc\u30d3\u30b9\u3078\u306e\u671f\u5f85\u306f<a href=\"https:\/\/www.salesforce.com\/news\/stories\/customer-service-statistics-2024\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u9ad8\u307e\u3063\u3066\u3044\u308b<\/a>\uff08\u82f1\u8a9e\uff09\u305f\u3081\u3001\u3053\u306e\u4eba\u6750\u4e0d\u8db3\u306f\u5927\u304d\u306a\u8ab2\u984c\u3067\u3059\u3002Salesforce\u306e\u300cConnected Financial Services 2025\u300d\u30ec\u30dd\u30fc\u30c8\u306b\u3088\u308b\u3068\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306b\u5b8c\u5168\u306b\u6e80\u8db3\u3057\u3066\u3044\u308b\u6d88\u8cbb\u8005\u306f21%\u306b\u7559\u307e\u308a\u300135%\u306f\u300c\u305f\u3060\u306e\u756a\u53f7\u306e\u3088\u3046\u306b\u6271\u308f\u308c\u3066\u3044\u308b\u300d\u3068\u611f\u3058\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-\u3055\u3089\u306b\u8a73\u3057\u304f-\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3092\u62e1\u5f35\u3059\u308b\u30c7\u30b8\u30bf\u30eb\u52b4\u50cd\u529b\"><strong>\u3055\u3089\u306b\u8a73\u3057\u304f\uff1a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3092\u62e1\u5f35\u3059\u308b\u30c7\u30b8\u30bf\u30eb\u52b4\u50cd\u529b<\/strong><\/h2>\n\n\n\n<p>Agentforce for Financial Services \u306f\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u6e96\u5099\u3084\u898b\u7a4d\u3082\u308a\u4f5c\u6210\u3001\u30b5\u30fc\u30d3\u30b9\u5bfe\u5fdc\u3068\u3044\u3063\u305f\u6642\u9593\u306e\u304b\u304b\u308b\u4f5c\u696d\u3092AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3078\u4efb\u305b\u308b\u3053\u3068\u3067\u3001\u8ffd\u52a0\u306e\u30b9\u30bf\u30c3\u30d5\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u4f01\u696d\u306f\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u9867\u5ba2\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u80fd\u529b\u3092\u9ad8\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u3059\u3079\u3066\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u304c\u4f01\u696d\u306e\u30dd\u30ea\u30b7\u30fc\u3084\u898f\u5236\u8981\u4ef6\u306b\u78ba\u5b9f\u306b\u6e96\u62e0\u3059\u308b\u3088\u3046\u652f\u63f4\u3057\u4e00\u8cab\u6027\u3068\u4fe1\u983c\u3092\u7dad\u6301\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>Financial Advisor\u3068Banker Agents<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9867\u5ba2\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u6e96\u5099\uff1a<\/strong>\u91d1\u878d\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u904e\u53bb\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3001CRM\u30ec\u30b3\u30fc\u30c9\u306a\u3069\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3057\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3084\u6f5c\u5728\u7684\u306a\u30cb\u30fc\u30ba\u306a\u3069\u306e\u91cd\u8981\u306a\u9867\u5ba2\u30a4\u30f3\u30b5\u30a4\u30c8\u3092\u62bd\u51fa\u3057\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u3053\u308c\u3089\u306e\u30a4\u30f3\u30b5\u30a4\u30c8\u306b\u57fa\u3065\u3044\u3066\u3001\u30c7\u30fc\u30bf\u5206\u6790\u306b\u3088\u3063\u3066\u7279\u5b9a\u3055\u308c\u305f\u4eca\u5f8c\u306e\u30e9\u30a4\u30d5\u30a4\u30d9\u30f3\u30c8\u3084\u30d3\u30b8\u30cd\u30b9\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u306b\u95a2\u3059\u308b\u95a2\u9023\u60c5\u5831\u3092\u53d6\u308a\u8fbc\u307f\u3001\u69cb\u9020\u5316\u3055\u308c\u305f\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u8b70\u984c\u3092\u81ea\u52d5\u7684\u306b\u751f\u6210\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u4fa1\u5024\u3092\u63d0\u4f9b\u3067\u304d\u308b\u5206\u91ce\u3084\u3001\u9867\u5ba2\u306e\u6f5c\u5728\u7684\u306a\u61f8\u5ff5\u4e8b\u9805\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u5206\u91ce\u3092\u7279\u5b9a\u3057\u3001\u8a71\u3057\u5408\u3046\u3079\u304d\u30dd\u30a4\u30f3\u30c8\u3082\u63d0\u6848\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u96c6\u7d04\u3068\u8b70\u984c\u4f5c\u6210\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3084\u9280\u884c\u62c5\u5f53\u8005\u306f\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3084\u95a2\u4fc2\u69cb\u7bc9\u306b\u5c02\u5ff5\u3067\u304d\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u5f8c\u306e\u307e\u3068\u3081\uff1a<\/strong> AI\u3092\u4f7f\u7528\u3057\u3066\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u30e1\u30e2\u3092\u51e6\u7406\u304a\u3088\u3073\u6574\u7406\u3057\u3001\u91cd\u8981\u306a\u8b70\u8ad6\u70b9\u3084\u30a2\u30af\u30b7\u30e7\u30f3\u30a2\u30a4\u30c6\u30e0\u3092\u7279\u5b9a\u3057\u307e\u3059\u3002\u305d\u306e\u5f8c\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u3053\u308c\u3089\u306e\u8981\u70b9\u3092\u81ea\u52d5\u7684\u306b\u8981\u7d04\u3057\u3001Financial Services Cloud \u5185\u3067\u30a2\u30ab\u30a6\u30f3\u30c8\u30d7\u30e9\u30f3\u3092\u66f4\u65b0\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u60c5\u5831\u304c\u78ba\u5b9f\u306b\u53d6\u5f97\u3055\u308c\u3001\u6b21\u306e\u30b9\u30c6\u30c3\u30d7\u304c\u660e\u78ba\u306b\u6587\u66f8\u5316\u3055\u308c\u307e\u3059\u3002\u307e\u305f\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u4f5c\u6210\u3057\u3001\u9069\u5207\u306a\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u306b\u5272\u308a\u5f53\u3066\u3001\u81ea\u52d5\u30ea\u30de\u30a4\u30f3\u30c0\u30fc\u3092\u52d5\u7684\u306b\u5b9f\u65bd\u3057\u3066\u3001\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u5b9f\u884c\u3092\u78ba\u4fdd\u3057\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u9867\u5ba2\u95a2\u4fc2\u3092\u5927\u898f\u6a21\u306b\u7dad\u6301\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>Banking\u3068Insurance Service Agents<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Retail Banking Service\uff1a<\/strong>\u52d8\u5b9a\u7cfb\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3057\u3066\u3001\u30cb\u30a2\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u306e\u6b8b\u9ad8\u7167\u4f1a\u3084\u53d6\u5f15\u78ba\u8a8d\u3092\u884c\u3046\u3053\u3068\u306b\u3088\u308a\u3001\u65e5\u5e38\u7684\u306a\u696d\u52d9\u3092\u81ea\u52d5\u5316\u3057\u307e\u3059\u3002\u307e\u305f\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u9867\u5ba2\u306b\u5fc5\u8981\u306a\u624b\u9806\u3092\u6848\u5185\u3057\u3001\u30ab\u30fc\u30c9\u5229\u7528\u505c\u6b62\u624b\u7d9a\u304d\u3092\u958b\u59cb\u3059\u308b\u3053\u3068\u3067\u3001\u30ab\u30fc\u30c9\u7d1b\u5931\u306e\u5831\u544a\u30d7\u30ed\u30bb\u30b9\u3092\u52b9\u7387\u5316\u3057\u307e\u3059\u3002\u624b\u6570\u6599\u306e\u8fd4\u91d1\u306b\u3064\u3044\u3066\u306f\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u5fc5\u8981\u306a\u60c5\u5831\u3092\u53ce\u96c6\u3057\u3001\u4e8b\u524d\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u30eb\u30fc\u30eb\u306b\u57fa\u3065\u3044\u3066\u3001\u81ea\u52d5\u7684\u306b\u51e6\u7406\u3059\u308b\u304b\u3001\u307e\u305f\u306f\u4eba\u9593\u306e\u30ec\u30d3\u30e5\u30fc\u306e\u305f\u3081\u306b\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u3057\u307e\u3059\u3002\u3053\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u30b5\u30fc\u30d3\u30b9\u62c5\u5f53\u8005\u306f\u9867\u5ba2\u306e\u5f85\u3061\u6642\u9593\u3092\u77ed\u7e2e\u3057\u3001\u4eba\u9593\u306e\u4ecb\u5165\u304c\u5fc5\u8981\u306a\u3088\u308a\u8907\u96d1\u306a\u9867\u5ba2\u306e\u554f\u984c\u306b\u96c6\u4e2d\u3067\u304d\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>Insurance Carrier Service\uff1a<\/strong>AI\u3092\u4f7f\u7528\u3057\u3066\u9867\u5ba2\u306e\u30c7\u30e2\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u3084\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u88dc\u511f\u30cb\u30fc\u30ba\u306a\u3069\u306e\u5fc5\u8981\u306a\u60c5\u5831\u3092\u53ce\u96c6\u3057\u3001\u4fdd\u967a\u898b\u7a4d\u3082\u308a\u30d7\u30ed\u30bb\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u305d\u306e\u5f8c\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306f\u3053\u306e\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u4fdd\u967a\u5951\u7d04\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u6bd4\u8f03\u3057\u3001\u9867\u5ba2\u306b\u5408\u308f\u305b\u305f\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63d0\u6848\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u306e\u53d6\u5f97\u3068\u5206\u6790\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306f\u3001\u307b\u307c\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u898b\u7a4d\u3082\u308a\u3092\u81ea\u4fe1\u3092\u6301\u3063\u3066\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387\u3092\u5411\u4e0a\u3055\u305b\u3001\u3088\u308a\u30b9\u30e0\u30fc\u30ba\u3067\u6e80\u8db3\u5ea6\u306e\u9ad8\u3044\u9867\u5ba2\u4f53\u9a13\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>Loan Officer Agents<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Loan Discovery\uff1a<\/strong>\u501f\u5165\u5e0c\u671b\u8005\u304c\u6700\u9069\u306a\u30ed\u30fc\u30f3\u5546\u54c1\u3092\u63a2\u3059\u30d7\u30ed\u30bb\u30b9\u3092\u30ac\u30a4\u30c9\u3057\u307e\u3059\u3002AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306f\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3057\u3066\u3001\u501f\u308a\u624b\u306e\u8ca1\u52d9\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3084\u30cb\u30fc\u30ba\u306b\u5408\u3063\u305f\u4f4f\u5b85\u30ed\u30fc\u30f3\u3001\u81ea\u52d5\u8eca\u30ed\u30fc\u30f3\u3001\u6d88\u8cbb\u6027\u30ed\u30fc\u30f3\u306a\u3069\u306e\u95a2\u9023\u30ed\u30fc\u30f3\u5546\u54c1\u3092\u63d0\u6848\u3057\u307e\u3059\u3002\u3053\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u6700\u521d\u306e\u30ed\u30fc\u30f3\u3092\u63a2\u3059\u30d5\u30a7\u30fc\u30ba\u304c\u52b9\u7387\u5316\u3055\u308c\u3001\u4eba\u9593\u306e\u30ed\u30fc\u30f3\u62c5\u5f53\u8005\u306f\u501f\u308a\u624b\u3078\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u95a2\u4fc2\u69cb\u7bc9\u3001\u8cb8\u51fa\u5be9\u67fb\u306b\u96c6\u4e2d\u3067\u304d\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>Built-In Compliance Framework<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Built-in Regulatory Controls\uff1a<\/strong>Financial Services Cloud\u306b\u7d44\u307f\u8fbc\u307e\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u5546\u54c1\u306e\u63a8\u5968\u3001\u30ea\u30af\u30a8\u30b9\u30c8\u306e\u51e6\u7406\u3001\u60c5\u5831\u306e\u53ce\u96c6\u306a\u3069\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306e\u884c\u52d5\u304c\u3001\u4eba\u9593\u306e\u30c1\u30fc\u30e0\u3068\u540c\u3058\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9\u3001\u958b\u793a\u30eb\u30fc\u30eb\u3001\u76e3\u67fb\u5c65\u6b74\u306b\u6e96\u62e0\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306f\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u5f93\u3046\u4e8b\u524d\u8a2d\u5b9a\u6e08\u307f\u306e\u30eb\u30fc\u30eb\u3068\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u63d0\u4f9b\u3057\u3001\u3059\u3079\u3066\u306e\u884c\u52d5\u3068\u6c7a\u5b9a\u3092\u3001\u5b89\u5168\u3067\u76e3\u67fb\u53ef\u80fd\u306a\u30ed\u30b0\u306b\u8a18\u9332\u3057\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>Compliance Rules Built into Every Step\uff1a<\/strong>Agentforce\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30eb\u30fc\u30eb\u3092\u81ea\u52d5\u7684\u306b\u9069\u7528\u3057\u3001\u3059\u3079\u3066\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u307b\u307c\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u8a18\u9332\u3057\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u958b\u793a\u60c5\u5831\u3092\u9001\u4fe1\u3059\u308b\u5834\u5408\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306f\u5fc5\u8981\u306a\u3059\u3079\u3066\u306e\u6cd5\u7684\u6587\u8a00\u3092\u81ea\u52d5\u7684\u306b\u542b\u3081\u3001\u9867\u5ba2\u304b\u3089\u5fc5\u8981\u306a\u78ba\u8a8d\u3092\u53d6\u5f97\u3057\u307e\u3059\u3002\u627f\u8a8d\u3092\u52d5\u7684\u306b\u5b9f\u65bd\u3059\u308b\u5834\u5408\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306f\u4e8b\u524d\u306b\u5b9a\u7fa9\u3055\u308c\u305f\u968e\u5c64\u306b\u57fa\u3065\u3044\u3066\u3001\u30ea\u30af\u30a8\u30b9\u30c8\u3092\u9069\u5207\u306a\u62c5\u5f53\u8005\u306b\u8ee2\u9001\u3057\u3001\u624b\u52d5\u306b\u3088\u308b\u30ec\u30d3\u30e5\u30fc\u304c\u5fc5\u8981\u306a\u4f8b\u5916\u3092\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\u3057\u307e\u3059\u3002Agentforce\u306f\u3001\u958b\u793a\u60c5\u5831\u306e\u9001\u4fe1\u3001\u627f\u8a8d\u306e\u52d5\u7684\u306a\u5b9f\u65bd\u3001\u4f8b\u5916\u306e\u30d5\u30e9\u30b0\u4ed8\u3051\u306a\u3069\u306e\u30bf\u30b9\u30af\u3092\u5b9f\u884c\u3059\u308b\u969b\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30eb\u30fc\u30eb\u3092\u81ea\u52d5\u7684\u306b\u9069\u7528\u3057\u3001\u307b\u307c\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u8a18\u9332\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u3059\u3079\u3066\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u306e\u5b8c\u5168\u304b\u3064\u8ffd\u8de1\u53ef\u80fd\u306a\u8a18\u9332\u304c\u4fdd\u6301\u3055\u308c\u308b\u305f\u3081\u3001\u624b\u52d5\u306b\u3088\u308b\u30ec\u30d3\u30e5\u30fc\u304c\u524a\u6e1b\u3055\u308c\u3001\u76e3\u67fb\u5bfe\u5fdc\u529b\u304c\u5f37\u5316\u3055\u308c\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-salesforce\u306e\u8996\u70b9\"><strong><strong>Salesforce\u306e\u8996\u70b9<\/strong><\/strong><\/h2>\n\n\n\n<p><strong> <\/strong>\u300cAI\u306f\u4eba\u9593\u3068\u306e\u3064\u306a\u304c\u308a\u3092\u7f6e\u304d\u63db\u3048\u308b\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u305d\u308c\u3092\u62e1\u5927\u3059\u308b\u3082\u306e\u3067\u3059\u3002Agentforce for Financial Services \u3092\u4f7f\u7528\u3059\u308b\u3068\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u9ad8\u5ea6\u306b\u7d71\u5408\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e0a\u306b\u69cb\u7bc9\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u52b4\u50cd\u529b\u3092\u6d3b\u7528\u3057\u3066\u3001\u4eba\u9593\u306e\u30c1\u30fc\u30e0\u306e\u751f\u7523\u6027\u3001\u52b9\u7387\u3001\u53ce\u76ca\u3092\u5411\u4e0a\u3055\u305b\u306a\u304c\u3089\u3001\u9867\u5ba2\u304c\u671f\u5f85\u3059\u308b\u4fe1\u983c\u6027\u306e\u9ad8\u3044\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u300d\u2015 Salesforce \u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u90e8\u9580SVP \u517c GM\u3001\u30a8\u30e9\u30f3\u30fb\u30a2\u30b0\u30ea\u30aa\u30b9\uff08Eran Agrios\uff09<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>AI\u306f\u4eba\u9593\u3068\u306e\u3064\u306a\u304c\u308a\u3092\u7f6e\u304d\u63db\u3048\u308b\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u305d\u308c\u3092\u62e1\u5927\u3059\u308b\u3082\u306e\u3067\u3059<\/strong><\/p>\n<cite><strong>Salesforce \u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u90e8\u9580SVP \u517c GM\u3001\u30a8\u30e9\u30f3\u30fb\u30a2\u30b0\u30ea\u30aa\u30b9\uff08Eran Agrios\uff09<\/strong><\/cite><\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-\u9867\u5ba2\u306e\u8996\u70b9\"><strong>\u9867\u5ba2\u306e\u8996\u70b9<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u300cCaixaBank 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Brasch\uff09\u6c0f<\/li>\n\n\n\n<li>\u300cAgentforce\u306f\u3001\u65e5\u5e38\u7684\u306a\u554f\u3044\u5408\u308f\u305b\u3092\u81ea\u5f8b\u7684\u306b\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3001\u5f53\u793e\u306e\u30ab\u30b9\u30bf\u30de\u30fc\u30b1\u30a2\u696d\u52d9\u3092\u5f37\u5316\u3057\u3001\u7b2c1\u56db\u534a\u671f\u306b\u306f400\u6642\u9593\u306e\u696d\u52d9\u6642\u9593\u3092\u524a\u6e1b\u3057\u3001\u3088\u308a\u8907\u96d1\u306a\u30cb\u30fc\u30ba\u3092\u6301\u3064\u9867\u5ba2\u3078\u306e\u30b5\u30dd\u30fc\u30c8\u3068\u3044\u3046\u6700\u3082\u91cd\u8981\u306a\u696d\u52d9\u306b\u5c02\u5ff5\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u306e\u52b9\u7387\u5316\u306b\u3088\u308a\u3001\u30c1\u30e3\u30c3\u30c8\u306e\u8ee2\u9001\u7387\u304c20%\u5897\u52a0\u3057\u3001\u7b2c1\u56db\u534a\u671f\u306b10,000\u4ef6\u306e\u30c1\u30e3\u30c3\u30c8\u304c\u81ea\u52d5\u7684\u306b\u89e3\u6c7a\u3055\u308c\u307e\u3057\u305f\u3002Agentforce\u3068\u5171\u306b\u3001\u79c1\u305f\u3061\u306f\u5358\u306b\u8fc5\u901f\u3067\u9ad8\u54c1\u8cea\u306a\u30b1\u30a2\u3092\u63d0\u4f9b\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u305d\u308c\u304c\u79c1\u305f\u3061\u306e\u696d\u52d9\u306e\u57fa\u76e4\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u300d 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Bonev\uff09\u6c0f\u300cAgentforce\u306e\u304a\u304b\u3052\u3067\u3001\u4e07\u304c\u4e00\u53d6\u5f15\u306b\u554f\u984c\u304c\u767a\u751f\u3057\u3066\u3082\u3001\u5f53\u793e\u304c\u8fc5\u901f\u304b\u3064\u6b63\u78ba\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u306e\u3067\u3001\u304a\u5ba2\u69d8\u306f\u5b89\u5fc3\u3057\u3066\u904e\u3054\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u9577\u6642\u9593\u306e\u5f85\u6a5f\u3084\u8907\u6570\u90e8\u9580\u3078\u306e\u305f\u3089\u3044\u56de\u3057\u306b\u60a9\u307e\u3055\u308c\u308b\u3053\u3068\u306a\u304f\u3001Agentforce\u306b\u3088\u3063\u3066\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u30c1\u30fc\u30e0\u306f\u7dca\u6025\u306e\u9867\u5ba2\u8ab2\u984c\u309288%\u3082\u65e9\u304f\u89e3\u6c7a\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u300124\u6642\u9593365\u65e5\u306eAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306e\u30b5\u30dd\u30fc\u30c8\u306b\u3088\u308a\u3001\u4e0d\u6b63\u5bfe\u7b56\u30d7\u30ed\u30bb\u30b9\u3082\u5927\u5e45\u306b\u30b9\u30d4\u30fc\u30c9\u30a2\u30c3\u30d7\u3057\u307e\u3059\u3002\u300d\u2013 Absa Relationship Banking \u30de\u30cd\u30fc\u30b8\u30f3\u30b0\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u3001\u6700\u9ad8\u60c5\u5831\u8cac\u4efb\u8005\u3001 \u30ea\u30f3\u30c7\u30e9\u30cb\u30fb\u30e9\u30e0\u30af\u30f3\u30d0\uff08Lindelani Ramukumba\uff09\u6c0f<\/li>\n\n\n\n<li>\u300cAgentforce\u306b\u3088\u308a\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u3084\u7ba1\u7406\u8077\u30e1\u30f3\u30d0\u30fc\u306e\u4e8b\u52d9\u696d\u52d9\u304c\u5927\u5e45\u306b\u8efd\u6e1b\u3055\u308c\u3001\u91cd\u8981\u306a\u9867\u5ba2\u306e\u554f\u984c\u306b\u3088\u308a\u591a\u304f\u306e\u6ce8\u610f\u3092\u5272\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u9867\u5ba2\u30b5\u30dd\u30fc\u30c8\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u300d \u2013 Groupe Hueber Assurances 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width=\"720\" height=\"405\" src=\"https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1_174856.png?w=720\" class=\"content-card__image\" alt=\"image\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1_174856.png 720w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1_174856.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1_174856.png?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1_174856.png?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1_174856.png?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1_174856.png?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1_174856.png?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1_174856.png?w=343&amp;h=193 343w\" \/>\t\t\t\t\t<\/div>\n\t\n\t<div class=\"content-card__content-container content-card__content-container--style-\">\n\t\t\n\t\t\n\t\t\t\t\t<h3 itemprop=\"headline\" class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/jp\/news\/press-releases\/2026\/03\/25\/mufg-customer-news-3\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\t\u4e09\u83f1UFJ\u9280\u884c\u3001Salesforce\u306e\u91d1\u878d\u696d\u754c\u5411\u3051AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u300cAgentforce 360 for Financial Services\u300d\u3092\u672c\u7a3c\u50cd\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t6\u5206 (\u8aad\u307f\u7d42\u308f\u308b\u307e\u3067)\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\n\n<article\t\t\titemscope=\"\"\n\t\titemtype=\"https:\/\/schema.org\/Article\"\n\t\tdata-card-id=\"12972\"\n\t\tclass=\"content-card content-card--large-inline is-entire-area-clickable content-card--is-boxed\"\n\t\t\tdata-clickable-area-link=\"https:\/\/www.salesforce.com\/jp\/news\/press-releases\/2026\/03\/04\/adaptivewebsitesjp\/\"\n\t>\n\t\t\t<div class=\"content-card__image-container\" itemprop=\"image\" itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t<img width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1.png?w=1024\" class=\"content-card__image\" alt=\"image\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1.png 1200w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1.png?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1.png?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1.png?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1.png?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1.png?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/jp\/news\/wp-content\/uploads\/sites\/21\/2026\/03\/image1.png?w=343&amp;h=193 343w\" \/>\t\t\t\t\t<\/div>\n\t\n\t<div class=\"content-card__content-container content-card__content-container--style-\">\n\t\t\n\t\t\n\t\t\t\t\t<h3 itemprop=\"headline\" class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/jp\/news\/press-releases\/2026\/03\/04\/adaptivewebsitesjp\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\tSalesforce\u3001\u30b5\u30a4\u30c8\u8a2a\u554f\u8005\u306e\u610f\u56f3\u3084\u95a2\u5fc3\u306b\u5fdc\u3058\u3066\u30a6\u30a7\u30d6\u30da\u30fc\u30b8\u3092\u6700\u9069\u5316\u3059\u308bAdaptive Websites\u3092\u65e5\u672c\u3067\u63d0\u4f9b\u958b\u59cb\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t4\u5206 (\u8aad\u307f\u7d42\u308f\u308b\u307e\u3067)\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\t\t<\/div>\n\t\t<noscript>\n<div class=\"pagination-fallback\">\n\n\t\t<a href=\"https:\/\/www.salesforce.com\/jp\/news\/wp-json\/wp\/v2\/posts\/10875\/page\/2\/?bc=OTH#section-title\">\n\t\t\t\u65e5\u4ed8\u9806\t\t<\/a>\n\t\t<\/div>\n<\/noscript>\n\t<\/div>\n<\/aside>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-\u63d0\u4f9b\u6642\u671f\u3068\u4fa1\u683c\"><strong>\u63d0\u4f9b\u6642\u671f\u3068\u4fa1\u683c<\/strong><\/h4>\n\n\n\n<p>Salesforce Financial Services Cloud 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class=\"wp-block-heading\" id=\"h-\u65b0\u3057\u3044\u67d4\u8edf\u306aagentforce\u306e\u4fa1\u683c\u30e2\u30c7\u30eb\"><strong>\u65b0\u3057\u3044\u67d4\u8edf\u306aAgentforce\u306e\u4fa1\u683c\u30e2\u30c7\u30eb<\/strong><\/h4>\n\n\n\n<p>\u3042\u3089\u3086\u308b\u5f93\u696d\u54e1\u3001\u90e8\u9580\u3001\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308b\u30c7\u30b8\u30bf\u30eb\u52b4\u50cd\u529b\u306e\u9700\u8981\u306e\u6025\u901f\u306a\u62e1\u5927\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u3001Salesforce\u306fAgentforce\u306e\u65b0\u3057\u3044\u67d4\u8edf\u306a\u4fa1\u683c\u4f53\u7cfb\u3092\u5c0e\u5165\u3057\u307e\u3057\u305f\u3002Flex Credits\u306f\u3001Agentforce\u306e\u65b0\u3057\u3044\u6c7a\u6e08\u5358\u4f4d\u3067\u3042\u308a\u3001\u30b3\u30b9\u30c8\u3092\u30d3\u30b8\u30cd\u30b9\u6210\u679c\u306b\u9023\u52d5\u3055\u305b\u308b\u305f\u3081\u3001Agentforce\u304c\u5b9f\u884c\u3057\u305f\u30a2\u30af\u30b7\u30e7\u30f3\u5206\u306e\u307f\u3092\u652f\u6255\u3044\u53ef\u80fd\u3067\u3059\u3002\u307e\u305f\u3001\u30d7\u30e9\u30a4\u30aa\u30ea\u30c6\u30a3\u306e\u5909\u5316\u306b\u5fdc\u3058\u3066\u30e6\u30fc\u30b6\u30fc\u30e9\u30a4\u30bb\u30f3\u30b9\u3068\u30c7\u30b8\u30bf\u30eb\u52b4\u50cd\u529b\u306e\u6295\u8cc7\u3092\u30b7\u30d5\u30c8\u3067\u304d\u308b Flex Agreement\u3001\u5f93\u696d\u54e1\u304cAI\u3092\u7121\u5236\u9650\u306b\u4f7f\u7528\u3067\u304d\u308b\u65b0\u3057\u3044 Agentforce\u30e6\u30fc\u30b6\u30fc\u30e9\u30a4\u30bb\u30f3\u30b9\u3082\u65b0\u305f\u306b\u5c0e\u5165\u3055\u308c\u307e\u3057\u305f\u3002\u3053\u308c\u3089\u306e\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u306b\u3088\u308a\u3001\u4f01\u696d\u306fAI\u306b\u3088\u308b\u6295\u8cc7\u3092\u3042\u3089\u3086\u308b\u90e8\u9580\u3078\u62e1\u5927\u3059\u308b\u969b\u306b\u3001\u3088\u308a\u512a\u308c\u305f\u7ba1\u7406\u3001\u30b3\u30b9\u30c8\u52b9\u7387\u3001\u4fca\u654f\u6027\u3092\u5b9f\u73fe\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059<strong>\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-\u63d0\u4f9b\u6642\u671f\"><strong>\u63d0\u4f9b\u6642\u671f<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Agentforce\u306f\u3001<a href=\"https:\/\/www.salesforce.com\/crm\/foundations\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce Foundations<\/a>\u306e\u30a2\u30c9\u30aa\u30f3\u3001\u304a\u3088\u3073<a href=\"https:\/\/www.salesforce.com\/agentforce\/pricing\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Agentforce SKU<\/a> \u3092\u542b\u3080Financial Services Cloud\u306e\u3059\u3079\u3066\u306e\u30a8\u30c7\u30a3\u30b7\u30e7\u30f3\u3067\u5229\u7528\u53ef\u80fd\u3067\u3059\u3002<\/li>\n\n\n\n<li>\u4e8b\u524d\u4f5c\u6210\u6e08\u307fAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u5099\u3048\u305fAgentforce for Financial Services\u306f\u3001Summer \u201925\u30ea\u30ea\u30fc\u30b9\u3067\u63d0\u4f9b\u958b\u59cb\u4e88\u5b9a\u3067\u3059\u3002<\/li>\n\n\n\n<li>Process Compliance Navigator\u306f\u3001Summer \u201925\u30ea\u30ea\u30fc\u30b9\u3067\u63d0\u4f9b\u958b\u59cb\u4e88\u5b9a\u3067\u3059\u3002<\/li>\n\n\n\n<li>Flex Credits\u306f\u3001Agentforce\u306e\u9867\u5ba2\u304c\u73fe\u5728\u5229\u7528\u53ef\u80fd\u3067\u3059\u3002<\/li>\n\n\n\n<li>Flex Agreement\u306f\u3001\u73fe\u5728\u5229\u7528\u53ef\u80fd\u3067\u3059\u3002\u8a73\u7d30\u306b\u3064\u3044\u3066\u306f\u3001\u55b6\u696d\u62c5\u5f53\u8005\u3078\u304a\u554f\u3044\u5408\u308f\u305b\u304f\u3060\u3055\u3044\u3002<\/li>\n\n\n\n<li>Agentforce 1 Edition\u304a\u3088\u3073Agentforce\u30a2\u30c9\u30aa\u30f3\u306f\u30012025\u5e74\u590f\u306b\u63d0\u4f9b\u958b\u59cb\u4e88\u5b9a\u3067\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-\u8a73\u7d30\u60c5\u5831\"><strong>\u8a73\u7d30\u60c5\u5831\uff1a<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4f01\u696d\u304c\u3001Agentforce \u3092\u5229\u7528\u3057\u3066\u30d3\u30b8\u30cd\u30b9\u3092\u6210\u9577\u3055\u305b\u308b\u65b9\u6cd5\u306f\u3001<a href=\"https:\/\/www.salesforce.com\/blog\/ai-agents-in-financial-services\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u3053\u3061\u3089<\/a>\uff08\u82f1\u8a9e\uff09\u3002<\/li>\n\n\n\n<li><a href=\"https:\/\/www.salesforce.com\/form\/conf\/industries\/financial-services\/demo\/banking-service-assistance-demo\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">\u30ea\u30c6\u30fc\u30eb\u30d0\u30f3\u30ad\u30f3\u30b0<\/a>\u3001<a href=\"https:\/\/www.salesforce.com\/form\/conf\/industries\/financial-services\/demo\/banking-relationship-assistance\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">\u5546\u696d\u9280\u884c<\/a>\u3001<a href=\"https:\/\/www.salesforce.com\/form\/conf\/industries\/financial-services\/demo\/financial-advisor-assistance\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/a>\u5411\u3051\u306eAgentforce\u306e\u4e8b\u524d\u4f5c\u6210\u6e08\u307f\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u306e\u30c7\u30e2\u3092\u8996\u8074\u3044\u305f\u3060\u3051\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u304cAgentforce\u3092\u6d3b\u7528\u3057\u3066\u53ce\u76ca\u6027\u306e\u9ad8\u3044\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30d3\u30b8\u30cd\u30b9\u3092\u904b\u55b6\u3059\u308b\u65b9\u6cd5\u306f\u3001<a href=\"https:\/\/www.salesforce.com\/blog\/ai-agents-for-wealth-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u3053\u3061\u3089<\/a>\uff08\u82f1\u8a9e\uff09\u3002<\/li>\n\n\n\n<li>Financial Services Cloud\u306e\u4fa1\u683c\u306f\u3001<a href=\"https:\/\/www.salesforce.com\/jp\/financial-services\/pricing\/\" target=\"_blank\" rel=\"noreferrer 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