Discover the power of Financial Services Cloud, which uses AI to unify customer data from banking, wealth, and insurance platforms. Financial Services Cloud enables personalized engagement, faster onboarding, and improved customer loyalty with industry-specific automation and AI-powered services. With trusted AI, the platform delivers intelligent insights for financial planning, helping customers achieve financial success.
Financial Services Cloud is now Agentforce Financial Services. You may see references to Financial Services Cloud in our application and documentation.
- Financial Services Features Released by Month
Financial Services features and changes are released as often as monthly, so check back again soon for the latest updates. - Agentforce for Financial Services
Scale your team by using agents for Financial Services to deliver outstanding client experiences. - Accelerate Setup with Salesforce Go
Salesforce Go expands its support for Agentforce Financial Services, formerly Financial Services Cloud, introducing a single setup location for all key features. Discover Digital Lending capabilities on Salesforce Go and take advantage of expanded configurability across all Agentforce Financial Services features for a more tailored implementation experience. - Advanced Document Validation
Improve document validation by defining specific fields for each document checklist item, reducing user friction and increasing accuracy across related records. - Flexible Hierarchies
Create hierarchies to visualize complex business relationships with customers and partners. Use the insights to drive strategic innovations and scale operations across your business. - Complaint Management
Accelerate complaint resolution and mitigate risk with immediate Slack and email alerts for priority cases. - Digital Lending
Give your customers the best loan application experience and simplify compliance with the Discovery Framework. Start with prebuilt components in the Discovery Framework sample template for Digital Lending to quickly set up loan application intake. Accelerate intermediary firm registration with automated due diligence and verification workflows for digital lending. Streamline intermediary employee onboarding with automated approvals that grant compliant access and permissions instantly. Help intermediary loan originators to submit and track applications using guided tools, reducing errors and processing delays. - Service Process Automation
Use the prebuilt financial service process templates to help you get started. Upgrade the service process self-service experience for customer community users with the enhanced Financial Services Client Portal template. From AI-generated knowledge summaries to context-aware quick chats and service processes catalog, deliver intelligent, connected support experiences with ease. - Transaction Dispute Management
Reduce manual data entry by connecting directly to leading payment networks. Capture every transaction detail with a single, unified intake form that works for all major card types. Collect specific information for Automated Clearing House (ACH) disputes with a guided questionnaire. Submit disputes for unlisted transactions, and retain your selections as you move through the intake form. Speed up the dispute stage setup process with pre-configured stage definition templates. - Use More Agentforce Financial Services Objects with Data Cloud
Unify client data across channels by ingesting Lead, Case, and Financial Account Transaction objects from Financial Services Cloud into Data Cloud. - Unlock Retail Banking Performance with Analytics Dashboards
Gain powerful insights into your retail banking operations, customer engagement, and lead management with the dashboards in the Retail Banking Insights app. Use the dashboard to identify customers at risk that lack recent activity to prioritize crucial follow-up actions. Apply the analytics to understand customers better, enhance decision-making and drive business growth. - Move Data Directly into Financial Account and Related Objects with Salesforce Integration User License
Move data from external systems directly into Financial Account and related objects via API without assigning additional Agentforce Financial Services licenses. Integration Users now have default Create, Read, Update, Delete, View All, and View All Fields permissions on the Financial Account Management Standard Objects. - New and Changed Agentforce Financial Services Objects
Do more with new and updated Agentforce Financial Services, formerly Financial Services Cloud, objects. - New Connect REST API for Flexible Hierarchies
Ensure your flexible hierarchies are in Draft status and meet data model constraints before processing.
New and Enhanced Common Features for Agentforce Financial Services
Agentforce Financial Services, formerly Financial Services Cloud, includes access to some features that are available across clouds and products in Industries. Use these features to extend and customize Agentforce Financial Services based on your business needs.
- Action Plans and Events and Milestones
Customize the quick actions on an action plan template record page. Include document checklist items in actions plans for financial accounts. Learn about the life events in a client’s household at a glance.
- Collections and Recovery
Boost cash flow and reduce bad debt with outbound dialer campaigns.
- Discovery Framework
Streamline multilingual customer assessments by presenting forms in the user's preferred language, ensuring compliance and maintaining historical data accuracy. Map responses to specific question versions for consistency. Use natural language instructions to efficiently create and refine assessment questions with Agentforce.
- Process Compliance Navigator
Use Process Compliance Navigator to ensure your organization meets regulatory requirements, internal policies, and industry standards. Compliance governance is strengthened with new validation criteria enforcing auditable transitions for controls, regulations, and policies, ensuring consistent evidence. Efficiency is improved by using context definitions for streamlined data access in validation and Compliant Data Sharing for records.