for Financial
Services

100+

Agentforce Projects (and Counting!)

100%

Employees are AI Certified

100+

Dedicated Agentforce Resources

4.9/5

CSAT Score

Try Out Voice for Financial Services

OUTCOMES WE ARE SEEING

Most contact centers see 70–80% of inbound traffic come through voice at $15 per call, that adds up fast. Agentforce for Voice deflects over 50% of those calls!

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Account and Transaction Inquirer

Provide users with quick and secure voice access to account balances, recent transactions, and spending analysis.

Financial Literacy Coach

Offer basic explanations of financial terms, concepts, and general tips for budgeting or saving via voice.

Payment Processing Guide

Assist with payment processing, transaction verification, and dispute resolution.

Agentforce Success in Financial Services

Read It

Empowering Growth: A Chicago based financial firms path to Smarter Service

This financial firm is using Agentforce Service Agent, Salesforce Chat, and an Einstein Bot to boost self-service and increase deflection rates, while routing complex cases to agents. Seamless integration with their online banking platform to connect all key platforms and data. This approach streamlines operations, elevates the member experience, and empowers agents to grow the membership base.

FINANCIAL SERVICES

agentforce product

Agentforce for Financial Services

Frequently Asked Questions

Agentforce gives Financial Services customers the ability to reset passwords or complete verification to unlock accounts, report lost or stolen cards, and use self-service options to make payments.

Advisor Appointment Management

Automate appointment booking, streamlining scheduling, sending reminders and follow-ups, and providing contact details or direct messaging options for easy communication.

Loan Offerings and Information

With Agentforce, customers can access loan details like interest rates, terms, and purchase history, track application status, and receive reminders at key stages such as pre-approval.

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