Scale your team by using agents for Financial Services to deliver outstanding client experiences.
- Banking Relationship Assistance
Your users can now generate a document with information from one or more objects using Agentforce and ask the agent to attach it to a record page. - Banking Service Customer Assistance
Use the Agentforce Banking Service Customer Assistance agent template to create agents that serve your banking customers across multiple channels. Resolve inquiries faster by connecting with customers on voice, WhatsApp, and third-party websites. - Complaint Management Assistance
Transform your complaint handling experiences with agent actions and prebuilt templates. Reduce manual effort and speed up complaint resolution with the prebuilt topics and actions in the Complaint Management Assistance agent template. - Financial Advisor Assistance Agent for FSC Managed Package
Modernize wealth advisor workflows within Financial Services Cloud Managed Package by using the FinServ Package Financial Advisor Assistance Agent, which automates routine tasks and delivers AI-driven insights from client portfolios and market trends.