Helps process routine and complex banking requests for both customers and service reps directly across conversational and email channels.
- Automate Routine Service Emails with Banking Service Customer Assistance
Transform the support experience with instant email resolutions for routine customer inquiries and fewer cases in your service reps' queue. Banking Service Customer Assistance now interacts directly with customers over email threads to clarify details and resolve banking tasks, such as transaction checks, balance inquiries, without human intervention. - Expand Banking Self-Service with New Banking Service Customer Assistance Subagents
Elevate the AI-powered self-service experience and accelerate request resolution for your customers with the new subagents to Banking Service Customer Assistance. Customers can now independently raise requests for advanced banking inquiries, such as loan payoff statements, card activations, transaction dispute intake, directly from Agentforce conversations. - Resolve Banking Inquiries Faster with New Banking Service Employee Assistance Subagents
Boost productivity and eliminate multi-screen navigation for your service reps with the new subagents to Banking Service Employee Assistance. Service reps can handle a wider range of complex banking inquiries, such as payment deferrals, card activations, standing instructions, directly from Agentforce conversations.