Scale your team by using agents for Financial Services to deliver outstanding client experiences.
- Create Agents for Financial Services in the New Agentforce Builder
Build and customize agents for your financial services use cases in the new Agentforce Builder in Agentforce Studio. The Agentforce Financial Services agents are now available in the new builder, which uses guided setup, built-in AI assistance, and Agent Script-powered workflows to help you create agents that follow your business rules. Preview, test, trace, and debug agent behavior to deliver higher-quality experiences with less development effort. More financial services agents move to the new builder in upcoming releases. - Banking Service Assistance
Provide banking assistance to help both customers and service reps process routine and complex banking requests across voice and Slack channels.