Imagine if brokers, producers, advisors, bankers, and service teams worked alongside a digital labour force to proactively connect with customers and truly solve their problems. That's the power of becoming an agentic enterprise, and it's how you'll unlock unprecedented growth and lasting customer loyalty.
*2025 Salesforce Success Metrics Industry Highlights. Data is aggregated from 230 customers across 9 countries.
Reduce customer wait times & connect fast. Agentforce Banking Service Assistance can now handle routine enquiries instantly, reducing call volumes and freeing up human agents for more complex interactions.
Automate routine tasks & reduce wait times. Agentforce Insurance Service Assistance reduces hold times and improves first-call resolution with purpose-built AI for Insurance. By augmenting insurance CSRs with secure, AI-powered policyholder & quote summaries, enhance customer interactions and boost productivity.
Make meeting preparation effortless. Agentforce Financial Adviser Assistance automates meeting preparation so financial advisers show up with a 360 view of their clients ready to build stronger relationships.
Deliver instant loan guidance and stop application drop-off. With Agentforce for Financial Services, digital agents guide borrowers through loan product discovery by answering questions about loans, sharing interest rate and fee details, and comparing offerings, so lenders can deliver personalised experiences that boost loan volume.
Optimise collections processes and increase the rate of financial recovery in lending with borrower insights, automation, and AI.
Deliver modern experiences for producers and account managers on flexible, client-centric insurance brokerage management software designed for you to build upon.
Equip your financial institution with Agentforce - AI agents that possess deep industry expertise to automate tasks, optimise processes, and deliver superior customer experiences in banking, insurance, and wealth and asset management.
Hear from global financial services brands and experts who share how they grow revenue with data and trusted AI to create lifetime customer loyalty and success using Agentforce for Financial Services Cloud.
Explore a complete portfolio of best-in-class apps and financial services software, purpose-built for the industry.
Automate service engagements across digital and in-person experiences.
Deliver a frictionless experience and make a great first impression.
Empower financial success with actionable financial goals powered by data and AI.
Accelerate digital process innovation across the front, middle and back office and put your customer at the centre of everything. Unlock data and insights to build customer trust and increase employee productivity with Financial Services Cloud - a single, connected financial services AI CRM.
Connect producers and account managers on a flexible, client-centric platform designed for you to build upon.
From point of sale to origination - simplify lending on a flexible, customer centred platform.
Simplify your collections process and increase successful financial recovery.
Deliver connected and personalised experiences to customers with automation.
Customise experiences and simplify onboarding to strengthen relationships, generate referrals and scale fast.
Create operational efficiency and simplify the experience for borrowers by bringing the entire lending lifecycle online.
Deepen relationships and create operational efficiency with differentiated insights and compliant deal management.
Enable credit unions and community banks to grow revenue whilst delivering exceptional service to their members and customers across all channels
Put policyholders first and deploy faster with interactions designed to help you to stay ahead in increasingly digitised markets.
Deliver success now by empowering your agency or brokerage with digital-first technology, unified insights and automated workflows.
Connect with customers and give them the support they need without complicated software or distractions.
Manage the entire benefits lifecycle by connecting your teams, reducing unnecessary steps and scaling fast.
Modernise client engagement, increase client satisfaction and fuel advisor productivity by delivering automated, data-driven experiences on an integrated platform.
Deliver a unified experience, scale sales team productivity, reduce costs and automate service experiences for clients.
We surveyed 9,500 financial services consumers worldwide to discover how they evaluate their institutions’ digital experiences and understand the standard of engagement in the agentic AI era.
From support, expert guidance and resources to our partners on AppExchange, the Success Ecosystem is here to help you unlock the full power of your investment.
Our powerhouse partners extend the impact of Salesforce for Financial Servicessoftware.
Being able to see all the communication – chat transcripts, emails, phone calls – on the member's profile page has totally transformed agent and member experiences.
Olivia BolesDirector, Operations Projects, PenFed
Try Financial Services Cloud free for 30 days. No credit card. No installations.
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Learn how Salesforce for financial services empowers customers' financial success.
With Salesforce for financial services, financial firms can achieve lifetime value with their customers. Financial services software makes it easier to grow and maintain trusted relationships, drive personalisation at scale and reduce their cost to serve.
Salesforce offers a complete portfolio of best-in-class business apps that are purpose-built for financial services institutions. Our solutions address sales, service, marketing and data needs for customer satisfaction goals, client onboarding, personalised financial engagement, underwriting and claims processing, to name a few.
Financial institutions across the globe utilise varying financial services software in the Customer 360 suite of applications, including Financial Services Cloud, Data Cloud, MuleSoft, Sales Cloud, Service Cloud, Marketing Cloud, Tableau and Slack.
Users can improve efficiency and reduce risk by reuse business processes across channels and automating data collection, document generation and workflows. Additionally, use financial services software to connect financial, transaction and CRM data using a range of prebuilt-to-customised accelerators that scale for high volume.
Choose the financial services product that's right for you by evaluating the individual needs of your business. Consider if you need to personalise customer engagements, scale service interactions, or streamline your onboarding experience. Salesforce Financial Services Cloud has a variety of editions you can customise to your business needs. See details here.
Automation and AI are improving experiences for financial services firms across data, sales, marketing and service use cases. AI in banking, insurance and wealth provides time-saving opportunities that improve the customer experience, discover opportunities faster, scale personalisation and more.
