In one sentence
Free Agentforce accelerator for banks, wealth managers, lenders and insurers: scored use cases, a readiness check and a sandbox POC in two weeks.
The problem it solves
Your firm wants Agentforce, but compliance will ask what the agent can see, what it can say to a client and where the record of each action lives. Without a working agent on your own data, those questions stall the project, or a point solution wins by default.
What Agentforce Discovery & POC Accelerator is
Three 30-minute working sessions over two weeks, led by the senior consultant who builds the proof of concept. Session one scores your candidate use cases by impact and complexity. Session two sizes the return and checks org readiness: data, licenses, Data 360 (formerly Data Cloud), MuleSoft and sandbox. Session three walks through an agent configured in your sandbox, or a guided demo on representative data when a sandbox is not ready, and hands you an implementation roadmap.
Built for banks, wealth managers, lenders and insurers
Salesforce publishes Agentforce agents for financial services, including a Banking Service Agent, an Insurance Service Agent and an advisor experience for wealth and asset management. The accelerator tests which of these, or a custom agent, fits your firm, using your Financial Services Cloud data model instead of a generic demo.
What the readiness check covers for a regulated firm
- Which objects and fields the agent can read, set by your permission sets and sharing rules
- Agentforce Trust Layer settings: PII masking, zero data retention with external models, and the audit trail for agent actions
- Where a person takes over: handoff rules for complaints, advice and anything that needs a licensed person
- How agent conversations and outputs are retained and reviewed, so your supervision and recordkeeping procedures cover them
- Data quality in the records the agent depends on
FINRA said in Regulatory Notice 24-09 that its rules are technology neutral and continue to apply when member firms use generative AI. The roadmap lists the controls your compliance team will want to see before production. Your compliance team makes the final call; this is not legal advice.
Related reading: Agentforce compliance guide for financial services, how to get an Agentforce POC funded and Financial Services Cloud consulting.
What is included
- Prioritized Use Case Matrix
- Use Case ROI Summary and Org Readiness Checklist
- Working proof of concept in your sandbox, or a guided demo, plus an Activation Roadmap
- A fixed-fee or time-and-materials build proposal if you want to proceed
How it works
- Discovery & Ideation (30 minutes)
- ROI & Feasibility (30 minutes)
- Proof of Concept walkthrough and roadmap (30 minutes)
No prep required. Your Salesforce account team can make the introduction, or contact us directly.
What you need
- A Salesforce customer with, or evaluating, Agentforce licenses
- A sandbox for the POC; we run a guided demo without one
- Two or three stakeholders for three short sessions, ideally with someone from compliance or risk in session two
Frequently asked questions
Which use cases fit a first Agentforce POC in financial services?
Service requests with clear rules and data you already hold: card disputes, policy and claim status questions, and advisor meeting prep. We score yours in session one and pick the one with the best return and the least risk.
How does the POC handle client data and compliance?
It runs in your sandbox under your permission sets, with Trust Layer masking and the audit trail turned on. Without a sandbox we use representative data. The roadmap lists the controls compliance should review before production.