AgentForce: AI Agents for Financial Services

Deploy autonomous AI agents that work alongside your team—answering client questions, processing transactions, and providing recommendations. The future of financial services productivity powered by trusted AI.

AgentForce is Salesforce's platform for building and deploying autonomous AI agents. Unlike simple chatbots, AgentForce agents can reason, make decisions, take actions, and learn from interactions—all while maintaining the security, compliance, and trust that financial services demands.

The Challenge

The Impossible Challenge: Do More with Less

Financial services firms face an impossible challenge: clients expect personalized, immediate service, but hiring enough staff to deliver that level of service is cost-prohibitive.

Common Pain Points:

Limited Capacity: Can't scale human teams fast enough to meet demand
After-Hours Gaps: Clients expect 24/7 service, but staffing nights and weekends isexpensive
Repetitive Questions: Staff spend too much time answering the same questions
Inconsistent Service: Quality varies based on who the client reaches
High Costs: Labor costs continue to rise
Slow Response Times: Clients wait too long for answers

The Solution

What Makes AgentForce Different from Chatbots

AgentForce agents are fundamentally different from traditional chatbots. They don't just follow scripts—they reason, make decisions, and take actions autonomously.

Key Features:

Autonomous: Can complete multi-step tasks without human intervention
Reasoning: Understands context and intent, not just keywords
Action-Oriented: Can update records, process transactions, and trigger workflows
Learning: Improves over time based on interactions and feedback
Trusted: Built on Salesforce's secure, compliant platform with data governance

Client Service Agent

Handle routine client inquiries 24/7. Answer questions about accounts, transactions, policies, and services.

Capabilities:

Answer account balance questions
Explain transactions
Provide policy information
Schedule appointments
Update contact information
Escalate complex issues to humans

Financial Services Use Cases:

"What's my account balance?"
"When is my policy renewal?"
"How do I update my beneficiary?"
"What are your hours?"
"I need to schedule a meeting with my advisor"

Sales Agent

Qualify leads, answer product questions, and schedule consultations. Work alongside human sales reps to accelerate pipeline.

Capabilities:

Qualify inbound leads
Answer product questions
Provide pricing information
Schedule consultations
Send follow-up information
Route hot leads to sales reps

Financial Services Use Cases:

"What types of accounts do you offer?"
"What are your fees?"
"Can I speak with an advisor?"
"Do you work with clients in my state?"
"What's your investment philosophy?"

Natural Language Understanding

AgentForce understands natural language, not just keywords. Clients can ask questions in their own words.

Multi-Turn Conversations

Maintains context across multiple exchanges. Can handle complex, multi-step conversations.

Action Execution

Can take actions in Salesforce and external systems. Update records, trigger workflows, and process transactions.

Knowledge Integration

Accesses your knowledge base, CRM data, and external systems to provide accurate answers.

Escalation to Humans

Knows when to escalate to human agents. Seamless handoff with full conversation context.

Compliance & Security

Built on Salesforce's trusted platform. Field-level security, audit trails, and data governance.

Financial Services AI Expertise

We understand the unique requirements of AI in financial services—from compliance to data security to client expectations.

Proven Implementation Methodology

We've implemented AI solutions for hundreds of financial services firms. We know what works and what doesn't.

Compliance-First Approach

We build compliance into every AgentForce implementation. Audit trails, data governance, and regulatory requirements are standard.

Ongoing Optimization

We don't disappear after launch. Our team continuously monitors agent performance and implements improvements.

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AgentForce: AI Agents for Financial Services

The Impossible Challenge: Do More with Less

What Makes AgentForce Different from Chatbots