---
schema_version: "1"
id: 29011ce952e3dea246c6b0f04a6c86181940d7fcdb1dcc6b628a365e2220e00c
title: Agentforce for Financial Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_fsc_agentforce.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_agentforce.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 65a0ce021cbd8ced8498457c438c1fd80c495a36d4ec0e29781d3516e6e9fd1e
description: Scale your team by using agents for Financial Services to deliver outstanding client experiences.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Agentforce for Financial Services

Scale your team by using agents for Financial Services to deliver outstanding client experiences.

- **[Banking Relationship Assistance](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_banking_rltnship_assistance.htm&release=260&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_banking_serv_cust_assistance.htm&release=260&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_complaint_assistance.htm&release=260&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_financial_advisor_assistance_agent_fsc_managed_package_container.htm&release=260&type=5)**  
    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.