The future of financial services is here. Equip your financial institution with Agentforce - AI agents that possess deep industry expertise to automate tasks, optimize processes, and deliver superior customer experiences in Banking, Insurance, and Wealth & Asset Management.
Agentforce for Financial Services is an agentic AI solution that provides proactive 24/7 support, using the power of the Salesforce platform. It is grounded in deep industry data and contextualized for banking, wealth management, and insurance firms.
Agentforce skills have the industry expertise on the unique jobs-to-be-done across financial services organizations.
Unstructured and structured financial services data, across sources, harmonized for the right context and used through industry data models.
Deep industry actions that cater to banking, wealth, and insurance professionals surfaced through Financial Services Cloud.
Easily integrates with core banking, wealth, and insurance systems and connects disparate financial data for comprehensive household and customer insights.
Agentforce Banking Service Assistant can now handle routine inquiries instantly, reducing call volumes and freeing up human agents for more complex interactions.
Agentforce Insurance Service Assistant reduces hold times and improves first-call resolution with purpose-built AI for Insurance. By augmenting insurance CSRs with secure, AI-powered policy & quote summaries, enhance customer interactions and boost productivity.
With the Agentforce Relationship Assistant for Banking, the process is streamlined, automatically creating agendas, summarizing meetings, and ensuring follow-up for efficient client engagement.
No Code Setup, Fast Results
Launch AI agents in minutes with pre-built skills, actions, and templates. No data science or IT ticket required.
Click, Don’t Code
Customize and extend agents using Salesforce’s intuitive low code tools so your teams can evolve experiences as business needs change.
Guided by Data and Process
Because Agentforce is built on your existing Salesforce data and workflows, AI agents act with business context and precision without needing to stitch together external tools.
Always in Your Control
Easily test, adjust, and govern Agentforce behavior using familiar Salesforce admin controls so you can confidently scale AI without starting from scratch.
Learn how Agentforce for Financial Services propels customer success.
Get started with a free trial of Financial Services Cloud today and boost productivity and your bottom line.
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are autonomous, proactive applications designed to execute specialized tasks to help employees and customers. Financial Services Agents use large language models () to analyze and understand the full context of customer interactions or an automated trigger, then reason through decisions on the next steps autonomously.
These agents generate responses that are consistent with your company’s brand voice and guidelines using trusted business data, including data, external data from , and more. These agents are capable of operating 24/7 across various platforms like self-service portals and messaging channels, handling tasks proactively within set guardrails. When faced with complex issues beyond their scope, they can escalate the matter to human agents, ensuring that queries are resolved efficiently and accurately.
Businesses can build agents with Agent Builder using existing tools to create standard and custom topics and actions. You can use prompts grounded in trusted enterprise data. You can use Flows to create automations across any system. You can use connectors to connect Agents to any system. And last, you can use your Apex & Javascript to create the custom code and business logic for your Agent.
Financial Firms can create an agent for any role, any industry and to solve any use case. With Agentforce, it's ready to spin up out-of-the-box agents across service, sales, and more.
An is a platform for building and customizing AI agents. With Agentforce, our low-code Agent Builder that makes it easy to customize out-of-the-box agents or build new agents for any role, any industry, or any use case using existing tools like Flows, Prompts, Apex, and MuleSoft APIs to configure their agents. Using Agent Builder, businesses can create a job to be done for their agent by defining topics, writing natural language instructions within that topic, and creating a library of actions for it to choose from. Users can also easily observe an agent’s plan of action and test their responses in Agent Builder.
is a proactive, autonomous AI application that answers questions, takes actions, and improves productivity. You can equip Agentforce with any necessary business knowledge to execute tasks according to its specific role. With Agentforce, customers can unlock a limitless digital labor force by leveraging autonomous AI agents that support their employees and customers 24/7.
through complex requests, safely retrieve accurate knowledge about your business, take action on your behalf, and scale across teams and departments. It starts with the Atlas Reasoning Engine, which breaks down the initial prompt into smaller tasks, evaluating at each step and proposing a plan for how to proceed until the complete answer or action is achieved.
Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
