{"id":9613,"date":"2026-10-07T13:16:18","date_gmt":"2026-10-07T13:16:18","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=9613"},"modified":"2026-10-08T11:36:30","modified_gmt":"2026-10-08T11:36:30","slug":"ai-agents-in-financial-services","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/nl\/blog\/ai-agents-in-financial-services\/","title":{"rendered":"AI-agents in de financi\u00eble dienstverlening: zo groei je met Agentforce"},"content":{"rendered":"\n<section class=\"key-takeaways wp-block-salesforce-blog-key-takeaways\" aria-label=\"Key Takeaways\">\n\t<div class=\"wp-block-salesforce-blog-key-takeaways__inner\">\n\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__header\">\n\t\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__title\">\n\t\t\t\t<h2 class=\"wp-block-salesforce-blog-key-takeaways__title-text\">\n\t\t\t\t\tKey Takeaways\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<button \n\t\t\tid=\"wp-block-salesforce-blog-key-takeaways-button\"\n\t\t\tclass=\"wp-block-salesforce-blog-key-takeaways__button\"\n\t\t\taria-controls=\"wp-block-salesforce-blog-key-takeaways-content\"\n\t\t\taria-expanded=\"false\"\n\t\t\taria-label=\"\n\t\t\tToggle Key Takeaways content\t\t\t\"\n\t\t>\n\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" fill=\"none\" viewbox=\"0 0 22 22\" aria-hidden=\"true\"><path fill=\"url(#a)\" d=\"M17.401 6.445a1.525 1.525 0 0 1 2.153 0 1.517 1.517 0 0 1 0 2.149l-7.977 7.961a1.526 1.526 0 0 1-2.154 0L1.446 8.594a1.517 1.517 0 0 1 0-2.149 1.524 1.524 0 0 1 2.153 0l6.9 6.886z\" \/><defs><linearGradient id=\"a\" x2=\"10.5\" y2=\"17\" gradientunits=\"userSpaceOnUse\"><stop stop-color=\"#BA01FF\" \/><stop offset=\"1\" stop-color=\"#0250D9\" \/><\/linearGradient><\/defs><\/svg>\n\t\t<\/button>\n\n\t\t\t\t\t<div id=\"wp-block-salesforce-blog-key-takeaways-content\" class=\"wp-block-salesforce-blog-key-takeaways__content\" aria-hidden=\"true\">\n\t\t\t\t\n\n<ul class=\"wp-block-list\">\n<li>AI-agents in de financi\u00eble dienstverlening nemen zelfstandig routinewerk over, zodat medewerkers meer tijd overhouden voor advies en klantrelaties.<\/li>\n\n\n\n<li>Met Agentforce werken AI-agents 24\/7 binnen vooraf ingestelde vangrails en automatiseren ze onder meer documentatie, audittrails en archivering.<\/li>\n\n\n\n<li>Financi\u00eble instellingen kunnen klein beginnen met \u00e9\u00e9n afgebakende taak voor een AI-agent en de inzet daarna stap voor stap uitbreiden.<\/li>\n<\/ul>\n\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<footer class=\"wp-block-salesforce-blog-key-takeaways__footer\">\n\t\t\t\t\tThis summary was created with AI and reviewed by an editor.\t\t\t\t<\/footer>\n\t\t\t\t\t\t<\/div>\n<\/section>\n\n\n\n<p class=\"wp-block-paragraph\">Financi\u00eble instellingen staan positief tegenover <a href=\"https:\/\/www.salesforce.com\/nl\/financial-services\/artificial-intelligence\/\">AI<\/a>. De vraag is niet meer \u00f3f AI waarde heeft, maar hoe je die waarde realiseert zonder concessies te doen aan regelgeving en klantvertrouwen. Medewerkers verdrinken in routinewerk, terwijl klanten een persoonlijkere en empathischere ervaring verwachten. AI-agents zijn de volgende stap: na voorspellende AI en generatieve AI is dit de golf van <a href=\"https:\/\/www.salesforce.com\/nl\/agentforce\/what-is-agentic-ai\/\">agentic AI<\/a>.<\/p>\n\n\n\n<h3 id=\"h-in-dit-artikel\" class=\"wp-block-heading\">In dit artikel<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#h-wat-zijn-ai-agents\">Wat zijn AI-agents?<\/a><\/li>\n\n\n\n<li><a href=\"#h-agentforce-financiele-dienstverlening\">Wat is Agentforce voor de financi\u00eble dienstverlening?<\/a><\/li>\n\n\n\n<li><a href=\"#h-compliance\">Compliance<\/a><\/li>\n\n\n\n<li><a href=\"#h-waarom-ai-agents\">Waarom AI-agents?<\/a><\/li>\n\n\n\n<li><a href=\"#h-toepassingen-per-sector\">Toepassingen per sector<\/a><\/li>\n\n\n\n<li><a href=\"#h-klantbetrokkenheid-efficientie\">Klantbetrokkenheid en effici\u00ebntie<\/a><\/li>\n\n\n\n<li><a href=\"#h-zo-begin-je\">Zo begin je<\/a><\/li>\n\n\n\n<li><a href=\"#h-veelgestelde-vragen\">Veelgestelde vragen<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Wat zijn AI-agents?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.salesforce.com\/nl\/agentforce\/ai-agents\/\">AI-agents<\/a> zijn zelfstandige, proactieve applicaties die gespecialiseerde taken uitvoeren voor medewerkers en klanten. Een AI-agent gebruikt een <a href=\"https:\/\/www.salesforce.com\/nl\/blog\/what-are-large-language-models\/\">groot taalmodel (LLM)<\/a> om de volledige context van een klantvraag of een automatische trigger te begrijpen. Daarna bepaalt de agent zelf welke vervolgstap nodig is.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI-agents baseren hun antwoorden op betrouwbare bedrijfsdata, zoals <a href=\"https:\/\/www.salesforce.com\/nl\/crm\/\">CRM-data<\/a> en externe data uit <a href=\"https:\/\/www.salesforce.com\/nl\/data\/\">Data 360<\/a>, en houden zich aan de huisstijl en richtlijnen van je organisatie. Ze werken 24\/7 in selfserviceportals en berichtenkanalen en handelen taken af binnen vooraf ingestelde vangrails. Valt een complexe vraag buiten hun bereik, dan dragen ze die over aan een medewerker.<\/p>\n\n\n<div class=\"wp-block-quote-article\" style=\"\"><div class=\"wp-block-quote-social-wrapper\"><figure class=\"wp-block-quote-article-quote\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">AI-agents zijn de opvolger van chatbots met vaste regels en van copilots die alleen assisteren. Een AI-agent kent je bedrijf, plant en redeneert, onderneemt zelf actie en schaalt mee.&#8221; <\/p>\n<\/blockquote>\n\n<div class=\"post__social post__social--v2 post__social--blockquote\">\n\n\t\n\t<ul class=\"social-nav social-nav-v2\">\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op LinkedIn (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"http:\/\/www.linkedin.com\/shareArticle?mini=true&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DLinkedIn%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;title=AI-agents%20in%20de%20financi%C3%ABle%20dienstverlening%3A%20zo%20groei%20je%20met%20Agentforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"21\" fill=\"none\"><path fill=\"#032D60\" d=\"M16.625 0H4.375A4.375 4.375 0 0 0 0 4.375v12.25A4.375 4.375 0 0 0 4.375 21h12.25A4.375 4.375 0 0 0 21 16.625V4.375A4.375 4.375 0 0 0 16.625 0M7 16.625H4.375V7H7zM5.687 5.89a1.54 1.54 0 0 1-1.53-1.543c0-.852.685-1.544 1.53-1.544.846 0 1.532.692 1.532 1.544S6.534 5.89 5.687 5.89M17.5 16.625h-2.625v-4.903c0-2.947-3.5-2.724-3.5 0v4.903H8.75V7h2.625v1.544c1.222-2.262 6.125-2.43 6.125 2.167z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op Twitter (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"https:\/\/x.com\/intent\/tweet?text=AI-agents%20in%20de%20financi%C3%ABle%20dienstverlening%3A%20zo%20groei%20je%20met%20Agentforce&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DTwitter%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;via=salesforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" fill=\"#032D60\" viewbox=\"0 0 32 32\"><path d=\"M17.4 14.8 23 8.3h-1.3L16.8 14 13 8.3H8.5l5.9 8.5-5.9 6.8h1.3l5.1-6 4.1 6h4.5zm-1.8 2.1-.6-.8-4.7-6.8h2l3.8 5.5.6.8 5 7.1h-2z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op Facebook (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DFacebook%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"19\" height=\"19\" fill=\"none\"><path fill=\"#032D60\" d=\"M19 9.5a9.5 9.5 0 0 0-19 0c0 4.742 3.474 8.672 8.016 9.385v-6.639H5.604V9.5h2.412V7.407c0-2.38 1.418-3.696 3.588-3.696 1.04 0 2.127.185 2.127.185v2.338h-1.198c-1.18 0-1.549.733-1.549 1.484V9.5h2.635l-.421 2.746h-2.214v6.639C15.526 18.172 19 14.242 19 9.5\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\n\t\t<li class=\"social-nav__item\">\n\t\t\t<button\n\t\t\t\tclass=\"copy-share js-copy-link\"\n\t\t\t\taria-label=\"Copy link to clipboard\"\n\t\t\t\thref=\"#\"\n\t\t\t\tdata-clipboard-text='\"AI-agents in de financi\u00eble dienstverlening: zo groei je met Agentforce\" https:\/\/www.salesforce.com\/nl\/blog\/ai-agents-in-financial-services\/'\n\t\t\t>\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"10\" fill=\"none\"><path fill=\"#032D60\" d=\"M14.586.406h-3.667V2.24h3.667a2.76 2.76 0 0 1 2.75 2.75 2.76 2.76 0 0 1-2.75 2.75h-3.667v1.833h3.667a4.585 4.585 0 0 0 4.583-4.583A4.585 4.585 0 0 0 14.586.406m-5.5 7.334H5.419a2.76 2.76 0 0 1-2.75-2.75 2.76 2.76 0 0 1 2.75-2.75h3.667V.406H5.419A4.585 4.585 0 0 0 .836 4.99a4.585 4.585 0 0 0 4.583 4.583h3.667zm-2.75-3.667h7.333v1.833H6.336z\" \/><\/svg>\n\t\t\t<\/button>\n\t\t<\/li>\n\t<\/ul>\n<\/div>\n<\/figure><\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\">Een agent bouw je door de taken te defini\u00ebren die hij moet uitvoeren. In <a href=\"https:\/\/www.salesforce.com\/nl\/blog\/agentic-ai-definitions\/\">agentic AI-termen<\/a> heten dat onderwerpen. Per onderwerp geef je instructies en koppel je er acties aan.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(<a href=\"#h-in-dit-artikel\">Terug naar boven<\/a>)<\/p>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer\">\n\t<div>\n\t\t\n\n<div class=\"alignfull wp-block-salesforce-blog-section-heading\">\n\t<h2 class=\"wp-block-salesforce-blog-section-heading__title\">\n\t\t\t\tMeer over AI in de financi\u00eble dienstverlening \t<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column wp-block-salesforce-blog-multi-offer__featured-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/resources\/guides\/fsi-customer-service-trends-2024\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/content\/dam\/web\/en_us\/www\/images\/industries\/financial-services\/fins-state-of-service-customer-service-fsi-rc.png\" alt=\"\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tTrends in klantenservice voor bedrijven in de financi\u00eble dienstverlening\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-column wp-block-salesforce-blog-multi-offer__supporting-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/nl\/form\/events\/webinars\/form-rss\/4376364\/?d=pb\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.19.png?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.19.png 1098w, https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.19.png?w=300&amp;h=162 300w, https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.19.png?w=768&amp;h=415 768w, https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.19.png?w=1024&amp;h=554 1024w, https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.19.png?w=150&amp;h=81 150w\" alt=\"\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tVertrouwen opbouwen in AI in de financi\u00eble dienstverlening\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/nl\/form\/future-of-banking-generative-ai\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.20.png?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.20.png 1292w, https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.20.png?w=300&amp;h=166 300w, https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.20.png?w=768&amp;h=424 768w, https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.20.png?w=1024&amp;h=566 1024w, https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/uploads\/sites\/18\/2026\/10\/Image-08-10-2026-at-13.20.png?w=150&amp;h=83 150w\" alt=\"\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tDe toekomst van bankieren met vertrouwde generatieve AI\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/nl\/financial-services\/artificial-intelligence\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/wp.sfdcdigital.com\/en-us\/wp-content\/uploads\/sites\/4\/2024\/08\/Industries-AI-pages-AI-for-FINS-Explainer-Page-02.png?w=1024\" alt=\"\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tBetrouwbare AI voor de financi\u00eble dienstverlening\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n<\/div>\n<\/div>\n\n\t<\/div>\n<\/div>\n\n\n\n<h2 id=\"h-wat-is-product-agentforce-voor-de-financiele-dienstverlening\" class=\"wp-block-heading\">Wat is Agentforce voor de financi\u00eble dienstverlening?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.salesforce.com\/nl\/agentforce\/\">Agentforce<\/a> is de set tools van Salesforce om <a href=\"https:\/\/www.salesforce.com\/nl\/agentforce\/ai-agents\/platform\/\">AI-agents te bouwen<\/a> en aan te passen, aangevuld met kant-en-klare agents waarmee je teams uitbreidt en sneller werk afrondt. De agents draaien op Salesforce-data, op de <a href=\"https:\/\/www.salesforce.com\/nl\/agentforce\/what-is-a-reasoning-engine\/atlas\/\">Atlas Reasoning Engine<\/a>, die acties plant, evalueert en verfijnt, en op <a href=\"https:\/\/www.salesforce.com\/nl\/financial-services\/artificial-intelligence\/\">sectorspecifieke datamodellen<\/a> voor banken, kredietverstrekkers, verzekeraars en vermogensbeheerders.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Agentforce brengt data, AI en actie samen in de dagelijkse workflow. Je hoeft het niet zelf te bouwen, en dat scheelt risico. Een eigen oplossing kost vaak meer dan gepland en voldoet niet automatisch aan de regels en het beleid in je sector.<\/p>\n\n\n<div class=\"wp-block-quote-article\" style=\"\"><div class=\"wp-block-quote-social-wrapper\"><figure class=\"wp-block-quote-article-quote\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">In Financial Services Cloud werken mensen en AI-agents samen: agents nemen routinewerk over, medewerkers houden de regie over advies, beslissingen en klantrelaties.&#8221;<\/p>\n<\/blockquote>\n\n<div class=\"post__social post__social--v2 post__social--blockquote\">\n\n\t\n\t<ul class=\"social-nav social-nav-v2\">\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op LinkedIn (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"http:\/\/www.linkedin.com\/shareArticle?mini=true&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DLinkedIn%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;title=AI-agents%20in%20de%20financi%C3%ABle%20dienstverlening%3A%20zo%20groei%20je%20met%20Agentforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"21\" fill=\"none\"><path fill=\"#032D60\" d=\"M16.625 0H4.375A4.375 4.375 0 0 0 0 4.375v12.25A4.375 4.375 0 0 0 4.375 21h12.25A4.375 4.375 0 0 0 21 16.625V4.375A4.375 4.375 0 0 0 16.625 0M7 16.625H4.375V7H7zM5.687 5.89a1.54 1.54 0 0 1-1.53-1.543c0-.852.685-1.544 1.53-1.544.846 0 1.532.692 1.532 1.544S6.534 5.89 5.687 5.89M17.5 16.625h-2.625v-4.903c0-2.947-3.5-2.724-3.5 0v4.903H8.75V7h2.625v1.544c1.222-2.262 6.125-2.43 6.125 2.167z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op Twitter (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"https:\/\/x.com\/intent\/tweet?text=AI-agents%20in%20de%20financi%C3%ABle%20dienstverlening%3A%20zo%20groei%20je%20met%20Agentforce&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DTwitter%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;via=salesforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" fill=\"#032D60\" viewbox=\"0 0 32 32\"><path d=\"M17.4 14.8 23 8.3h-1.3L16.8 14 13 8.3H8.5l5.9 8.5-5.9 6.8h1.3l5.1-6 4.1 6h4.5zm-1.8 2.1-.6-.8-4.7-6.8h2l3.8 5.5.6.8 5 7.1h-2z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op Facebook (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DFacebook%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"19\" height=\"19\" fill=\"none\"><path fill=\"#032D60\" d=\"M19 9.5a9.5 9.5 0 0 0-19 0c0 4.742 3.474 8.672 8.016 9.385v-6.639H5.604V9.5h2.412V7.407c0-2.38 1.418-3.696 3.588-3.696 1.04 0 2.127.185 2.127.185v2.338h-1.198c-1.18 0-1.549.733-1.549 1.484V9.5h2.635l-.421 2.746h-2.214v6.639C15.526 18.172 19 14.242 19 9.5\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\n\t\t<li class=\"social-nav__item\">\n\t\t\t<button\n\t\t\t\tclass=\"copy-share js-copy-link\"\n\t\t\t\taria-label=\"Copy link to clipboard\"\n\t\t\t\thref=\"#\"\n\t\t\t\tdata-clipboard-text='\"AI-agents in de financi\u00eble dienstverlening: zo groei je met Agentforce\" https:\/\/www.salesforce.com\/nl\/blog\/ai-agents-in-financial-services\/'\n\t\t\t>\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"10\" fill=\"none\"><path fill=\"#032D60\" d=\"M14.586.406h-3.667V2.24h3.667a2.76 2.76 0 0 1 2.75 2.75 2.76 2.76 0 0 1-2.75 2.75h-3.667v1.833h3.667a4.585 4.585 0 0 0 4.583-4.583A4.585 4.585 0 0 0 14.586.406m-5.5 7.334H5.419a2.76 2.76 0 0 1-2.75-2.75 2.76 2.76 0 0 1 2.75-2.75h3.667V.406H5.419A4.585 4.585 0 0 0 .836 4.99a4.585 4.585 0 0 0 4.583 4.583h3.667zm-2.75-3.667h7.333v1.833H6.336z\" \/><\/svg>\n\t\t\t<\/button>\n\t\t<\/li>\n\t<\/ul>\n<\/div>\n<\/figure><\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\">Agents in Agentforce gaan verder dan generatieve AI: ze zijn proactief, redeneren en ondernemen namens jou actie. Dat maakt naadloze <a href=\"https:\/\/www.salesforce.com\/nl\/blog\/building-trusted-human-agent-collaboration\/\">samenwerking tussen mens en AI<\/a> mogelijk, met hogere productiviteit en betere besluitvorming als resultaat.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(<a href=\"#h-in-dit-artikel\">Terug naar boven<\/a>)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Hoe helpen AI-agents bij compliance in de financi\u00eble sector?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI-agents verkleinen de last van handmatige compliance-processen door documentatie, audittrails en archivering te automatiseren, binnen het governancekader dat je al hebt. Vertrouwen, compliance en <a href=\"https:\/\/www.salesforce.com\/nl\/blog\/unified-trust-security-governance-for-agentic-solutions\/\">beveiliging<\/a> zijn bij elk Salesforce-product standaard ingebouwd: een basisvoorwaarde in een sector die strenge waarborgen eist.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Met Agentforce bouw je <a href=\"https:\/\/www.salesforce.com\/nl\/agentforce\/ai-agents\/autonomous-agents\/\">autonome agents<\/a> met de controles en vangrails die nodig zijn om aan de normen van de sector te voldoen. Zo blijft het <a href=\"https:\/\/www.salesforce.com\/nl\/agentforce\/how-it-works\/\">ethisch gebruik van AI<\/a> gewaarborgd, ook als agents zelfstandig handelen.<\/p>\n\n\n<div class=\"wp-block-quote-article\" style=\"\"><div class=\"wp-block-quote-social-wrapper\"><figure class=\"wp-block-quote-article-quote\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">AI-agents in de financi\u00eble dienstverlening automatiseren documentatie, audittrails en archivering binnen het bestaande governancekader, zodat compliance minder handwerk vraagt zonder dat de controle verdwijnt.&#8221;<\/p>\n<\/blockquote>\n\n<div class=\"post__social post__social--v2 post__social--blockquote\">\n\n\t\n\t<ul class=\"social-nav social-nav-v2\">\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op LinkedIn (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"http:\/\/www.linkedin.com\/shareArticle?mini=true&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DLinkedIn%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;title=AI-agents%20in%20de%20financi%C3%ABle%20dienstverlening%3A%20zo%20groei%20je%20met%20Agentforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"21\" fill=\"none\"><path fill=\"#032D60\" d=\"M16.625 0H4.375A4.375 4.375 0 0 0 0 4.375v12.25A4.375 4.375 0 0 0 4.375 21h12.25A4.375 4.375 0 0 0 21 16.625V4.375A4.375 4.375 0 0 0 16.625 0M7 16.625H4.375V7H7zM5.687 5.89a1.54 1.54 0 0 1-1.53-1.543c0-.852.685-1.544 1.53-1.544.846 0 1.532.692 1.532 1.544S6.534 5.89 5.687 5.89M17.5 16.625h-2.625v-4.903c0-2.947-3.5-2.724-3.5 0v4.903H8.75V7h2.625v1.544c1.222-2.262 6.125-2.43 6.125 2.167z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op Twitter (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"https:\/\/x.com\/intent\/tweet?text=AI-agents%20in%20de%20financi%C3%ABle%20dienstverlening%3A%20zo%20groei%20je%20met%20Agentforce&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DTwitter%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;via=salesforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" fill=\"#032D60\" viewbox=\"0 0 32 32\"><path d=\"M17.4 14.8 23 8.3h-1.3L16.8 14 13 8.3H8.5l5.9 8.5-5.9 6.8h1.3l5.1-6 4.1 6h4.5zm-1.8 2.1-.6-.8-4.7-6.8h2l3.8 5.5.6.8 5 7.1h-2z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op Facebook (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DFacebook%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"19\" height=\"19\" fill=\"none\"><path fill=\"#032D60\" d=\"M19 9.5a9.5 9.5 0 0 0-19 0c0 4.742 3.474 8.672 8.016 9.385v-6.639H5.604V9.5h2.412V7.407c0-2.38 1.418-3.696 3.588-3.696 1.04 0 2.127.185 2.127.185v2.338h-1.198c-1.18 0-1.549.733-1.549 1.484V9.5h2.635l-.421 2.746h-2.214v6.639C15.526 18.172 19 14.242 19 9.5\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\n\t\t<li class=\"social-nav__item\">\n\t\t\t<button\n\t\t\t\tclass=\"copy-share js-copy-link\"\n\t\t\t\taria-label=\"Copy link to clipboard\"\n\t\t\t\thref=\"#\"\n\t\t\t\tdata-clipboard-text='\"AI-agents in de financi\u00eble dienstverlening: zo groei je met Agentforce\" https:\/\/www.salesforce.com\/nl\/blog\/ai-agents-in-financial-services\/'\n\t\t\t>\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"10\" fill=\"none\"><path fill=\"#032D60\" d=\"M14.586.406h-3.667V2.24h3.667a2.76 2.76 0 0 1 2.75 2.75 2.76 2.76 0 0 1-2.75 2.75h-3.667v1.833h3.667a4.585 4.585 0 0 0 4.583-4.583A4.585 4.585 0 0 0 14.586.406m-5.5 7.334H5.419a2.76 2.76 0 0 1-2.75-2.75 2.76 2.76 0 0 1 2.75-2.75h3.667V.406H5.419A4.585 4.585 0 0 0 .836 4.99a4.585 4.585 0 0 0 4.583 4.583h3.667zm-2.75-3.667h7.333v1.833H6.336z\" \/><\/svg>\n\t\t\t<\/button>\n\t\t<\/li>\n\t<\/ul>\n<\/div>\n<\/figure><\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\">(<a href=\"#h-in-dit-artikel\">Terug naar boven<\/a>)<\/p>\n\n\n\n<div class=\"layout-one wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Ontdek Agentforce<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Agentforce ondersteunt medewerkers en klanten dag en nacht. Ontdek wat het voor jouw organisatie kan doen<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_self\" href=\"https:\/\/www.salesforce.com\/nl\/agentforce\/\">Bekijk de voordelen<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-one.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-one.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-one.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 id=\"h-waarom-zetten-financiele-instellingen-ai-agents-in\" class=\"wp-block-heading\">Waarom zetten financi\u00eble instellingen AI-agents in?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Financi\u00eble instellingen zetten AI-agents in om te groeien en op te schalen zonder dat het personeelsbestand evenredig mee hoeft te groeien. Extra mensen aannemen is moeilijk en duur in een krappe arbeidsmarkt. AI-agents voeren toegewezen rollen en taken uit en leggen beslissingen voor aan hun manager. Ze doen het noodzakelijke maar weinig productieve werk, zodat medewerkers zich richten op complex werk met veel waarde.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">De sector investeert daar fors in: volgens een <a href=\"https:\/\/www.idc.com\/getdoc.jsp?containerId=prUS52530724\">prognose van IDC<\/a> neemt de financi\u00eble dienstverlening tot en met 2028 een vijfde van de wereldwijde groei van AI-uitgaven voor haar rekening.<\/p>\n\n\n<div class=\"wp-block-quote-article\" style=\"\"><div class=\"wp-block-quote-social-wrapper\"><figure class=\"wp-block-quote-article-quote\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Volgens IDC is de financi\u00eble dienstverlening tot en met 2028 goed voor 20% van de wereldwijde groei van AI-uitgaven naar $632 miljard. Naar verwachting geeft geen andere sector in die periode meer uit aan AI.&#8221; <\/p>\n<\/blockquote>\n\n<div class=\"post__social post__social--v2 post__social--blockquote\">\n\n\t\n\t<ul class=\"social-nav social-nav-v2\">\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op LinkedIn (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"http:\/\/www.linkedin.com\/shareArticle?mini=true&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DLinkedIn%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;title=AI-agents%20in%20de%20financi%C3%ABle%20dienstverlening%3A%20zo%20groei%20je%20met%20Agentforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"21\" fill=\"none\"><path fill=\"#032D60\" d=\"M16.625 0H4.375A4.375 4.375 0 0 0 0 4.375v12.25A4.375 4.375 0 0 0 4.375 21h12.25A4.375 4.375 0 0 0 21 16.625V4.375A4.375 4.375 0 0 0 16.625 0M7 16.625H4.375V7H7zM5.687 5.89a1.54 1.54 0 0 1-1.53-1.543c0-.852.685-1.544 1.53-1.544.846 0 1.532.692 1.532 1.544S6.534 5.89 5.687 5.89M17.5 16.625h-2.625v-4.903c0-2.947-3.5-2.724-3.5 0v4.903H8.75V7h2.625v1.544c1.222-2.262 6.125-2.43 6.125 2.167z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op Twitter (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"https:\/\/x.com\/intent\/tweet?text=AI-agents%20in%20de%20financi%C3%ABle%20dienstverlening%3A%20zo%20groei%20je%20met%20Agentforce&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DTwitter%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;via=salesforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" fill=\"#032D60\" viewbox=\"0 0 32 32\"><path d=\"M17.4 14.8 23 8.3h-1.3L16.8 14 13 8.3H8.5l5.9 8.5-5.9 6.8h1.3l5.1-6 4.1 6h4.5zm-1.8 2.1-.6-.8-4.7-6.8h2l3.8 5.5.6.8 5 7.1h-2z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op Facebook (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DFacebook%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"19\" height=\"19\" fill=\"none\"><path fill=\"#032D60\" d=\"M19 9.5a9.5 9.5 0 0 0-19 0c0 4.742 3.474 8.672 8.016 9.385v-6.639H5.604V9.5h2.412V7.407c0-2.38 1.418-3.696 3.588-3.696 1.04 0 2.127.185 2.127.185v2.338h-1.198c-1.18 0-1.549.733-1.549 1.484V9.5h2.635l-.421 2.746h-2.214v6.639C15.526 18.172 19 14.242 19 9.5\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\n\t\t<li class=\"social-nav__item\">\n\t\t\t<button\n\t\t\t\tclass=\"copy-share js-copy-link\"\n\t\t\t\taria-label=\"Copy link to clipboard\"\n\t\t\t\thref=\"#\"\n\t\t\t\tdata-clipboard-text='\"AI-agents in de financi\u00eble dienstverlening: zo groei je met Agentforce\" https:\/\/www.salesforce.com\/nl\/blog\/ai-agents-in-financial-services\/'\n\t\t\t>\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"10\" fill=\"none\"><path fill=\"#032D60\" d=\"M14.586.406h-3.667V2.24h3.667a2.76 2.76 0 0 1 2.75 2.75 2.76 2.76 0 0 1-2.75 2.75h-3.667v1.833h3.667a4.585 4.585 0 0 0 4.583-4.583A4.585 4.585 0 0 0 14.586.406m-5.5 7.334H5.419a2.76 2.76 0 0 1-2.75-2.75 2.76 2.76 0 0 1 2.75-2.75h3.667V.406H5.419A4.585 4.585 0 0 0 .836 4.99a4.585 4.585 0 0 0 4.583 4.583h3.667zm-2.75-3.667h7.333v1.833H6.336z\" \/><\/svg>\n\t\t\t<\/button>\n\t\t<\/li>\n\t<\/ul>\n<\/div>\n<\/figure><\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\">(<a href=\"#h-in-dit-artikel\">Terug naar boven<\/a>)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Hoe werken mens en AI-agent samen in de financi\u00eble dienstverlening?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Mens en AI-agent werken samen met verschillende gradaties van autonomie: de agent analyseert en bereidt voor, de medewerker adviseert en beslist. Neem een agent die de uitgaven, beleggingsgeschiedenis en doelen van een klant analyseert en voorstellen doet voor de beleggingsportefeuille, rekening houdend met risicobereidheid en verwacht rendement. De vermogensbeheerder hoeft die data niet zelf te analyseren en heeft meer tijd voor klantcontact en het binnenhalen van nieuwe klanten. Zo zetten financi\u00eble instellingen AI-agents in per sector, net zoals zorgorganisaties dat doen met <a href=\"https:\/\/www.salesforce.com\/nl\/blog\/ai-agents-in-healthcare\/\">AI-agents in de gezondheidszorg<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Vermogensbeheer<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Financieel adviseurs gebruiken Agentforce om persoonlijke, proactieve service te bieden, klantrelaties te verdiepen en productiever te werken.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Persoonlijke, proactieve service:<\/strong> adviseurs geven advies op maat en signaleren zelf wanneer een klant aandacht nodig heeft. Dat verhoogt de klanttevredenheid.<\/li>\n\n\n\n<li><strong>Meer vermogen onder beheer (AUM):<\/strong> doordat agents accountoverdrachten versnellen, beheren en laten adviseurs de portefeuilles van klanten effici\u00ebnter groeien.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Bankwezen<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In het <a href=\"https:\/\/www.salesforce.com\/nl\/financial-services\/banking-software\/\">bankwezen<\/a> geeft Agentforce bankiers en kredietadviseurs een 360-gradenklantbeeld, met profiel, interesses en financi\u00eble rekeningen op \u00e9\u00e9n plek.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>360-gradenklantbeeld:<\/strong> met het volledige klantbeeld voeren bankiers en kredietadviseurs persoonlijkere en effectievere gesprekken.<\/li>\n\n\n\n<li><strong>Snellere onboarding:<\/strong> agents stroomlijnen de onboarding van nieuwe klanten, waardoor die sneller en effici\u00ebnter verloopt en de klantervaring verbetert.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Verzekeringen<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In de <a href=\"https:\/\/www.salesforce.com\/nl\/financial-services\/insurance-crm\/\">verzekeringssector<\/a> profiteren tussenpersonen, regiomanagers, klantenservicemedewerkers en schadebehandelaars van Agentforce. Met de app Insurance Agent Console verbeteren ze hun verkoopresultaten, operationele effici\u00ebntie en klanttevredenheid.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Betere verkoopresultaten:<\/strong> AI-agents signaleren kansen voor polisverlengingen en cross-selling in de klantenportefeuille van een tussenpersoon en starten campagnes met vooraf goedgekeurde content die aan de regels voldoet. Regiomanagers gebruiken agents om interesses en nieuwe kansen bij distributiepartners te vinden.<\/li>\n\n\n\n<li><strong>Klantenservice en schadeafhandeling:<\/strong> AI-agents voeren 24\/7 via meerdere kanalen gesprekken met polishouders en dragen een gesprek volgens vaste richtlijnen soepel over aan een medewerker. Bij schade helpen ze met de eerste schademelding (first notice of loss) en verwerken ze eenvoudige claims volledig automatisch (straight-through processing). Medewerkers en schadebehandelaars houden zo tijd over voor wat AI niet kan bieden: empathie en uitzonderlijke service in moeilijke tijden.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-quote-article\" style=\"\"><div class=\"wp-block-quote-social-wrapper\"><figure class=\"wp-block-quote-article-quote\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">AI-agents in verzekeringen nemen de eerste schademelding en de automatische afhandeling van eenvoudige claims over, zodat schadebehandelaars zich richten op complexe dossiers en klanten in moeilijke situaties.&#8221;<\/p>\n<\/blockquote>\n\n<div class=\"post__social post__social--v2 post__social--blockquote\">\n\n\t\n\t<ul class=\"social-nav social-nav-v2\">\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op LinkedIn (opent in een nieuw 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tabblad)\"\n\t\t\t\t\thref=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DFacebook%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"19\" height=\"19\" fill=\"none\"><path fill=\"#032D60\" d=\"M19 9.5a9.5 9.5 0 0 0-19 0c0 4.742 3.474 8.672 8.016 9.385v-6.639H5.604V9.5h2.412V7.407c0-2.38 1.418-3.696 3.588-3.696 1.04 0 2.127.185 2.127.185v2.338h-1.198c-1.18 0-1.549.733-1.549 1.484V9.5h2.635l-.421 2.746h-2.214v6.639C15.526 18.172 19 14.242 19 9.5\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\n\t\t<li class=\"social-nav__item\">\n\t\t\t<button\n\t\t\t\tclass=\"copy-share js-copy-link\"\n\t\t\t\taria-label=\"Copy link to clipboard\"\n\t\t\t\thref=\"#\"\n\t\t\t\tdata-clipboard-text='\"AI-agents in de financi\u00eble dienstverlening: zo groei je met Agentforce\" https:\/\/www.salesforce.com\/nl\/blog\/ai-agents-in-financial-services\/'\n\t\t\t>\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"10\" fill=\"none\"><path fill=\"#032D60\" d=\"M14.586.406h-3.667V2.24h3.667a2.76 2.76 0 0 1 2.75 2.75 2.76 2.76 0 0 1-2.75 2.75h-3.667v1.833h3.667a4.585 4.585 0 0 0 4.583-4.583A4.585 4.585 0 0 0 14.586.406m-5.5 7.334H5.419a2.76 2.76 0 0 1-2.75-2.75 2.76 2.76 0 0 1 2.75-2.75h3.667V.406H5.419A4.585 4.585 0 0 0 .836 4.99a4.585 4.585 0 0 0 4.583 4.583h3.667zm-2.75-3.667h7.333v1.833H6.336z\" \/><\/svg>\n\t\t\t<\/button>\n\t\t<\/li>\n\t<\/ul>\n<\/div>\n<\/figure><\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\">(<a href=\"#h-in-dit-artikel\">Terug naar boven<\/a>)<\/p>\n\n\n\n<div class=\"layout-one wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Maak contact met andere professionals in de financi\u00eble dienstverleningsector<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Kom bij de FinServ Innovators-community en chat met andere professionals in de financi\u00eble dienstverlening over hoe mensen en agents samen klantsucces kunnen stimuleren. <\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_self\" href=\"https:\/\/www.linkedin.com\/groups\/13117411\/\">Laat je stem horen<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-one.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-one.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-one.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Wat leveren AI-agents op voor klantbetrokkenheid en effici\u00ebntie?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI-agents leveren in de financi\u00eble dienstverlening vooral tijdwinst en betere service op: ze nemen administratief werk over en helpen klanten direct. Servicemedewerkers besteden veel tijd aan taken zonder klantcontact, zoals handmatige data-invoer en administratie. Juist dat werk nemen AI-agents over, zodat klanten sneller geholpen worden en medewerkers tijd houden voor gesprekken die ertoe doen.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Meer klantbetrokkenheid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Agentforce, gekoppeld aan <a href=\"https:\/\/www.salesforce.com\/nl\/financial-services\/cloud\/\">Financial Services Cloud<\/a>, helpt instellingen klantdata te gebruiken voor persoonlijk advies, proactieve service en relevante productaanbevelingen. Dat verhoogt klanttevredenheid en loyaliteit, essentieel in een competitieve markt.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Hogere operationele effici\u00ebntie<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Goed <a href=\"https:\/\/www.salesforce.com\/nl\/blog\/how-to-integrate-ai-agents\/\">ge\u00efntegreerde AI-agents<\/a> automatiseren tijdrovende taken. Dat verlaagt de operationele kosten, verbetert de inzet van mensen en middelen en draagt bij aan hogere winstgevendheid. Medewerkers besteden hun tijd aan werk met meer waarde.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Betere besluitvorming<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI-agents leveren realtime data-analyse en inzichten. Financi\u00eble professionals herkennen daarmee markttrends, beoordelen risico&#8217;s en optimaliseren beleggingsstrategie\u00ebn, en kunnen sneller inspelen op veranderingen in de markt en op wat klanten nodig hebben.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Geautomatiseerde communicatie<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Via <a href=\"https:\/\/www.salesforce.com\/nl\/marketing\/\">Marketing Cloud<\/a> automatiseert Agentforce klantcommunicatie zoals bevestigingsberichten, follow-upmails, sms-berichten, statusupdates en in-appmeldingen. Klanten krijgen zo voor, tijdens en na elk servicecontact een consistente ervaring, wat in de financi\u00eble dienstverlening essentieel is voor vertrouwen en betrokkenheid.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Hogere klanttevredenheid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Met <a href=\"https:\/\/www.salesforce.com\/nl\/service\/ai\/customer-service-ai\/\">AI voor klantenservice<\/a> zijn AI-agents 24\/7 beschikbaar. Ze geven realtime ondersteuning, beantwoorden vragen en geven financieel advies. Klanten krijgen altijd op tijd hulp, wat de klantervaring en loyaliteit verbetert.<\/p>\n\n\n<div class=\"wp-block-quote-article\" style=\"\"><div class=\"wp-block-quote-social-wrapper\"><figure class=\"wp-block-quote-article-quote\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">AI-agents verhogen de klanttevredenheid in de financi\u00eble dienstverlening doordat ze 24\/7 realtime ondersteuning bieden, vragen direct afhandelen en klantdata gebruiken voor persoonlijk advies.&#8221;<\/p>\n<\/blockquote>\n\n<div class=\"post__social post__social--v2 post__social--blockquote\">\n\n\t\n\t<ul class=\"social-nav social-nav-v2\">\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op LinkedIn (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"http:\/\/www.linkedin.com\/shareArticle?mini=true&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DLinkedIn%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;title=AI-agents%20in%20de%20financi%C3%ABle%20dienstverlening%3A%20zo%20groei%20je%20met%20Agentforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"21\" fill=\"none\"><path fill=\"#032D60\" d=\"M16.625 0H4.375A4.375 4.375 0 0 0 0 4.375v12.25A4.375 4.375 0 0 0 4.375 21h12.25A4.375 4.375 0 0 0 21 16.625V4.375A4.375 4.375 0 0 0 16.625 0M7 16.625H4.375V7H7zM5.687 5.89a1.54 1.54 0 0 1-1.53-1.543c0-.852.685-1.544 1.53-1.544.846 0 1.532.692 1.532 1.544S6.534 5.89 5.687 5.89M17.5 16.625h-2.625v-4.903c0-2.947-3.5-2.724-3.5 0v4.903H8.75V7h2.625v1.544c1.222-2.262 6.125-2.43 6.125 2.167z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op Twitter (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"https:\/\/x.com\/intent\/tweet?text=AI-agents%20in%20de%20financi%C3%ABle%20dienstverlening%3A%20zo%20groei%20je%20met%20Agentforce&#038;url=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DTwitter%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;via=salesforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" fill=\"#032D60\" viewbox=\"0 0 32 32\"><path d=\"M17.4 14.8 23 8.3h-1.3L16.8 14 13 8.3H8.5l5.9 8.5-5.9 6.8h1.3l5.1-6 4.1 6h4.5zm-1.8 2.1-.6-.8-4.7-6.8h2l3.8 5.5.6.8 5 7.1h-2z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Delen op Facebook (opent in een nieuw tabblad)\"\n\t\t\t\t\thref=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.salesforce.com%2Fnl%2Fblog%2Fai-agents-in-financial-services%2F%3Futm_source%3DFacebook%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"19\" height=\"19\" fill=\"none\"><path fill=\"#032D60\" d=\"M19 9.5a9.5 9.5 0 0 0-19 0c0 4.742 3.474 8.672 8.016 9.385v-6.639H5.604V9.5h2.412V7.407c0-2.38 1.418-3.696 3.588-3.696 1.04 0 2.127.185 2.127.185v2.338h-1.198c-1.18 0-1.549.733-1.549 1.484V9.5h2.635l-.421 2.746h-2.214v6.639C15.526 18.172 19 14.242 19 9.5\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\n\t\t<li class=\"social-nav__item\">\n\t\t\t<button\n\t\t\t\tclass=\"copy-share js-copy-link\"\n\t\t\t\taria-label=\"Copy link to clipboard\"\n\t\t\t\thref=\"#\"\n\t\t\t\tdata-clipboard-text='\"AI-agents in de financi\u00eble dienstverlening: zo groei je met Agentforce\" https:\/\/www.salesforce.com\/nl\/blog\/ai-agents-in-financial-services\/'\n\t\t\t>\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"10\" fill=\"none\"><path fill=\"#032D60\" d=\"M14.586.406h-3.667V2.24h3.667a2.76 2.76 0 0 1 2.75 2.75 2.76 2.76 0 0 1-2.75 2.75h-3.667v1.833h3.667a4.585 4.585 0 0 0 4.583-4.583A4.585 4.585 0 0 0 14.586.406m-5.5 7.334H5.419a2.76 2.76 0 0 1-2.75-2.75 2.76 2.76 0 0 1 2.75-2.75h3.667V.406H5.419A4.585 4.585 0 0 0 .836 4.99a4.585 4.585 0 0 0 4.583 4.583h3.667zm-2.75-3.667h7.333v1.833H6.336z\" \/><\/svg>\n\t\t\t<\/button>\n\t\t<\/li>\n\t<\/ul>\n<\/div>\n<\/figure><\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\">(<a href=\"#h-in-dit-artikel\">Terug naar boven<\/a>)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Hoe begin je met Agentforce?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Begin klein: kies \u00e9\u00e9n concrete taak voor een AI-agent, bijvoorbeeld in een <a href=\"https:\/\/www.salesforce.com\/nl\/blog\/launch-an-agentic-ai-pilot\/\">pilot<\/a>, en breid de inzet daarna stap voor stap uit. Een complete herstructurering is niet nodig. Drie manieren om te starten:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Probeer het zelf.<\/strong> Bouw je eerste agent met de Trailhead-module <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/projects\/quick-start-build-your-first-agent-with-agentforce\">Build Your First Agent With Agentforce<\/a>. De module hoort bij de trail <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/trails\/get-ready-for-agentforce\">Get Ready for Agentforce<\/a>, die je ook helpt bepalen hoe agents aansluiten op je bedrijfsdoelen en hoe je een AI-plan opstelt.<\/li>\n\n\n\n<li><strong>Kom meer te weten, online of op locatie.<\/strong> Bekijk de <a href=\"https:\/\/www.salesforce.com\/nl\/events\/\">Salesforce-evenementen<\/a> bij jou in de buurt, of de gratis streams op <a href=\"https:\/\/www.salesforce.com\/plus\">Salesforce+<\/a>.<\/li>\n\n\n\n<li><strong>Praat mee.<\/strong> In de <a href=\"https:\/\/www.linkedin.com\/groups\/13117411\/\">FinServ Innovators-community<\/a> op LinkedIn delen professionals in de financi\u00eble dienstverlening hun ervaringen met AI-agents en leren ze van elkaar.<\/li>\n<\/ol>\n\n\n\n<div class=\"layout-four wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Bekijk het beste van Dreamforce voor financi\u00eble dienstverlening<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Luister naar merken en experts in de financi\u00eble dienstverlening die vertellen hoe ze hun omzet verhogen met data en vertrouwde AI, en met Salesforce levenslange klantloyaliteit en succes cre\u00ebren.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_self\" href=\"https:\/\/www.salesforce.com\/plus\/experience\/Dreamforce_2024\/series\/financial_services_at_dreamforce_2024\">Bekijk nu gratis<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-four.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-four.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/nl\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-four.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h2 id=\"h-veelgestelde-vragen\" class=\"wp-block-heading\">Veelgestelde vragen<\/h2>\n\n\n\n<h3 id=\"h-wat-is-het-verschil-tussen-een-ai-agent-een-chatbot-en-een-copilot\" class=\"wp-block-heading\"><strong>Wat is het verschil tussen een AI-agent, een chatbot en een copilot?<\/strong> <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Een AI-agent voert zelfstandig taken uit, een chatbot volgt vaste regels en een copilot assisteert alleen. Een <a href=\"https:\/\/www.salesforce.com\/nl\/agentforce\/chatbot\/what-is-an-ai-chatbot\/\">chatbot<\/a> beantwoordt voorgeprogrammeerde vragen; een <a href=\"https:\/\/www.salesforce.com\/nl\/agentforce\/ai-copilot\/\">copilot<\/a> geeft slimme suggesties terwijl de medewerker het werk doet. Een AI-agent kent je bedrijfsdata, plant en redeneert zelf en onderneemt actie binnen ingestelde vangrails.<\/p>\n\n\n\n<h3 id=\"h-vervangen-ai-agents-medewerkers-bij-banken-en-verzekeraars\" class=\"wp-block-heading\"><strong>Vervangen AI-agents medewerkers bij banken en verzekeraars?<\/strong> <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Nee, AI-agents nemen vooral routinewerk over en werken samen met medewerkers. Ze bereiden analyses voor, verwerken eenvoudige claims en beantwoorden standaardvragen. Complexe vragen dragen ze over aan een medewerker. Advies, empathie en klantrelaties blijven mensenwerk, en medewerkers krijgen meer tijd voor complex werk met veel waarde.<\/p>\n\n\n\n<h3 id=\"h-welke-data-gebruikt-een-ai-agent-in-de-financiele-dienstverlening\" class=\"wp-block-heading\"><strong>Welke data gebruikt een AI-agent in de financi\u00eble dienstverlening?<\/strong> <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Een AI-agent gebruikt betrouwbare bedrijfsdata, zoals CRM-data, externe data uit Data 360 en sectorspecifieke datamodellen voor banken, verzekeraars en vermogensbeheerders. Op basis van die data geeft de agent antwoorden die passen bij de richtlijnen van de organisatie en doet hij persoonlijke aanbevelingen.<\/p>\n\n\n\n<h3 id=\"h-wat-is-de-atlas-reasoning-engine\" class=\"wp-block-heading\"><strong>Wat is de Atlas Reasoning Engine?<\/strong> <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">De Atlas Reasoning Engine is het redeneersysteem achter Agentforce dat acties plant, evalueert en verfijnt. Het bepaalt welke stappen een agent zet om een vraag of taak af te ronden, op basis van de context en de beschikbare bedrijfsdata. Zo kan een agent zelfstandig redeneren en de juiste actie kiezen.<\/p>\n\n\n\n<h3 id=\"h-kun-je-klein-beginnen-met-ai-agents\" class=\"wp-block-heading\"><strong>Kun je klein beginnen met AI-agents?<\/strong> <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Ja, je kunt beginnen met \u00e9\u00e9n afgebakende taak en de inzet daarna uitbreiden. Een complete herstructurering is niet nodig. Kant-en-klare agents en sectorspecifieke datamodellen verkleinen de bouwinspanning, en met een Trailhead-module bouw je zelf een eerste agent. Zo leer je snel wat agents voor jouw organisatie opleveren.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Financi\u00eble instellingen staan positief tegenover AI. De vraag is niet meer \u00f3f AI waarde heeft, maar hoe je die waarde realiseert zonder concessies te doen aan regelgeving en klantvertrouwen. Medewerkers verdrinken in routinewerk,&hellip;<\/p>\n","protected":false},"author":483,"featured_media":9705,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"d42314ed478741d1b044355cNL","post_meta_title":"","ai_synopsis":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[592,238,239,607,173,329,63,35,320],"sf_content_type":[],"blog":[],"coauthors":[330],"class_list":["post-9613","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-ai-2","sf_topic-customer-data-cloud","sf_topic-customer-data-platform","sf_topic-data-culture-2","sf_topic-data-culture","sf_topic-financial-services-2","sf_topic-financial-services-cloud","sf_topic-financial-services","sf_topic-generative-ai"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.2 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>AI-agents in de financi\u00eble dienstverlening: zo groei je met Agentforce - Salesforce<\/title>\n<meta name=\"description\" content=\"Discover how AI agents in financial services help firms scale, grow, and maintain compliance and customer trust with Agentforce.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/nl\/blog\/ai-agents-in-financial-services\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI-agents in de financi\u00eble dienstverlening: zo groei je met Agentforce\" \/>\n<meta property=\"og:description\" content=\"AI-agents in de financi\u00eble dienstverlening nemen zelfstandig routinewerk over, zodat medewerkers meer tijd overhouden voor advies en klantrelaties. 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