Agentforce for Financial Services
Financial Services Cloud includes a suite of AI agents designed to streamline financial operations. These agents help banking, wealth management, and insurance teams automate routine tasks, from creating service cases to summarizing client meetings and portfolios. Agentforce uses generative AI to provide actionable insights, resolve issues faster, and identify new opportunities.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
- Banking Relationship Assistance
Elevate your relationship teams’ ability to manage client meeting activities more efficiently with Agentforce Banking Relationship Assistance, a personal AI Assistive Agent integrated into Financial Services CRM. This assistive agent automates routine meeting tasks and helps relationship managers easily capture and understand client interactions, updating related records effortlessly. With Banking Relationship Assistance Agent, relationship managers can quickly identify new opportunities, log them in the system, and align proactively by using actionable insights on clients' evolving needs, action items, and key business decisions. Use the power of Agentforce to smartly anticipate your client’s future needs, challenges, or changes and drive more meaningful interactions. - Banking Service Assistance
Agentforce for Banking Service Assistance includes two prebuilt templates, to drive seamless banking self-service and deliver faster results both for your customers and employees. - Collections and Recovery Assistance
Boost your collections teams' efficiency with Collections and Recovery Assistance, a personal AI Agent integrated into the Collections and Recovery feature. - Complaint Management Assistance
Complaint Management Assistance provides a prebuilt subagent and actions that help complaint handlers automate investigations and streamline resolutions. Instead of switching context between multiple screens, handlers can use natural language to search historical data for proven resolution strategies and common patterns. Based on the resolution summaries of similar complaints, the agent also suggests next steps to resolve the current complaint. The agent also assists handlers in quickly generating audit-ready resolution notes, updating complaint records, and drafting customer communications that properly apply regulatory disclaimers. - Financial Advisor Assistance
Streamline client engagement with the Financial Advisor Assistance for standard objects and Financial Services Cloud Managed Package. Integrate AI powered insights and automation into the wealth advisor's workflow. Deliver actionable, real time financial insights based on client portfolios and market trends. - Loan Product Assistance
Use the Loan Product Assistance template in Agentforce Service to help borrowers quickly get answers about loan products, interest rates, and offers. Enhance customer satisfaction, increase loan volume, and reduce the workload for loan officers. - Insurance Service Assistance
Provide insurance reps with summaries of policyholder portfolios, overviews of individual insurance quotes, and proof of insurance documents by using the Agentforce for Financial Services: Insurance Service Assistance AI agent. The assistance relies on the Salesforce Insurance data model. Portfolio summaries include all associated policies, assets, and coverages. Quote overviews include line items and related relationships. - Claims Service Employee Assistance
Help your customer service representatives (CSRs) respond faster when clients report a loss or an incident with an AI agent to assist them. The agent guides CSRs through a structured first notice of loss (FNOL) workflow: identifying the client's account, selecting the relevant policy, collecting incident details, creating the claim, attaching participants and items, and drafting customer-facing emails.
Did this article solve your issue?
Let us know so we can improve!
