Financial Services

Discover the power of Agentforce Financial Services, which uses AI to unify customer data from banking, wealth, and insurance platforms. Agentforce Financial Services 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.

• Set Up Agentforce Financial Services from One Place
  Turn on the essential capabilities for Agentforce Financial Services from a single page with Financial Services Initial Setup. Follow a single checklist for required configuration steps so you don't spend time finding where to configure each step. Review adoption paths to identify features that match your business goals. Track setup progress and permission set license usage from one location, so you can plan ahead for license assignments.
• Agentforce for Financial Services
  Scale your team by using agents for Financial Services to deliver outstanding client experiences.
• Business Relationship Plans
  Create calculation definitions, or use the ones provided out of the box, to automatically track progress toward account plan objectives using Financial Deal records in Business Relationship Plans.
• Flexible Hierarchies
  Create consistent flexible hierarchies by defining rules that automatically select and organize matching records, or describe the hierarchy nodes you need in a supported AI coding environment. A headless workflow generates the hierarchy type configuration, including node definitions and relationships.
• Digital Origination
  Configure home loan origination faster with an AI coding assistant that coordinates setup across product, pricing, application, disclosures, document requirements, stage management, participant access, and underwriting. Use Origination Worksheet to perform pricing and affordability calculations across front, middle, and back-office processes.
• Meeting Concierge
  Help your advisors prepare for, manage, and follow up on client meetings more efficiently with the latest Meeting Concierge enhancements.
• New Connect REST APIs in Financial Services Cloud
  Connect REST APIs help customers, and partners integrate with Salesforce software and UIs.
• Intelligent Referral Management
  Automatically fill referral details to speed up submission and reduce entry errors. Customize how referrals are routed across your organization by selecting an assignment rule engine and setting up assignment rules. Show customized confirmation messages following a referral submission to improve communication clarity and drive user engagement.
• Households for Agentic Advisor
  Guide users through adding, editing, and deleting household relationships by using prebuilt, flow-driven Actionable Relationship Center (ARC) graphs.