Financial Services

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 Salesforce applications 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.
• Agentic Advisor for Wealth Management
  Give wealth advisors an AI-powered command center for every client relationship. Agentic Advisor for Wealth Management brings AI-generated client summaries, prioritized insights and actions, and a unified view of client portfolios directly onto the client and household record pages. Connect third-party custodial data providers like BridgeFT through Connector Library, streamline household creation and visualization, and speed up referral submissions with dynamic intake forms and assignment rules. These updates help advisors spend less time searching for information and more time on high-value client conversations.
• Agentforce for Financial Services
  Scale your team by using agents for Financial Services to deliver outstanding client experiences.
• AI-Powered Document Validation
  Verify user-submitted documents with generative AI to reduce manual effort and improve accuracy.
• Digital Origination
  Set up your Digital Lending org faster with an automatic configuration that turns on base features without manual setup. Guide applicants through deposit account originations smoothly by using a prebuilt Omniscript that captures personal details, employment, and funding sources.
• Enhanced Setup Experience with Salesforce Go
  Simplify and accelerate your implementation journey with Salesforce Go.
• Flexible Hierarchies
  Configure summary rollup metrics so that users can view aggregate values directly on hierarchy nodes. Business users can visualize an account's influence network, including direct and indirect contacts, and explore enhanced graph and grid views. Troubleshoot validation errors faster with detailed record-level logging.
• Unify the Advisor-Client Meeting Lifecycle with Meeting Concierge
  Manage the advisor-client meeting lifecycle, from preparation to follow-up, in a single interface. Meeting Concierge eliminates the need for financial advisors to switch between calendars, note-taking tools, and custodian systems. Powered by Agentforce, your advisors get AI-generated meeting prep summaries, video playback with live transcripts, and automated post-meeting follow-up drafts.
• Meeting Concierge
  Meeting Concierge updates give advisors more control across the full meeting lifecycle. See citations in AI-generated client summaries, capture auditable transcription consent, review AI-suggested tasks before saving, and switch playbook definitions when meeting goals change.
• Get Started Faster with a Prebuilt Template for Complaint Management
  Deliver a consistent service experience by bringing complaint management directly into the Unified Catalog with a new prebuilt template. Capture every customer complaint through the template with predefined data attributes and a guided intake form. The public complaint record created upon submission links directly to your products, services, and financial accounts. The automatic linkage eliminates manual data mapping, so your teams gain accurate analytics, faster trend analysis, and reliable audit reporting.
• Automate Dispute Investigation Tasks with Action Plans
  Complete all repeatable tasks and steps in a dispute case by defining action plan templates for dispute and dispute item records. Users can trigger the plan directly from a record page, so they never miss a required task or verification. Define a template one time and reuse it consistently across multiple disputes.
• 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.
• Track Interactions on the Salesforce Calendar for Financial Services
  Help financial advisors plan their schedules and prepare for upcoming client engagements by visualizing interaction dates directly on the Salesforce Calendar. The centralized view enables users to closely track meetings and follow-ups without switching between applications.
• New and Changed Financial Services Objects
  Do more with new and updated Agentforce Financial Services, formerly Financial Services Cloud, objects.
• New Financial Services Metadata Types
  Make the most of the new and changed metadata types of Financial Services Cloud.