To address shrinking workforces and rising client expectations, Salesforce has introduced a platform known as Agentforce for Financial Services.
It is embedded with role-based AI agent templates that automate front-office tasks and reduce administrative overhead with no coding required.
Agentforce operates autonomously using industry-specific data, workflows, and policies to deliver intelligent actions that align with firm standards and regulatory requirements
“AI shouldn’t replace the human connection, it should scale it. With Agentforce for Financial Services, financial institutions can tap into digital labor built on a deeply unified platform to help their human teams boost productivity, efficiency, and revenue while still delivering the trusted, personalized experiences their clients expect,” the SVP and GM for Financial Services at Salesforce, Eran Agrios, stated.
Agentforce is grounded in a firm’s data, workflows, and compliance controls so every action conforms with internal policies and regulatory requirements; and because Agentforce is natively embedded in the Financial Services Cloud, human and digital workers can operate from the same deeply unified platform in a way that feels intuitive and trustworthy.
The platform can help banking and insurance service agents handling routine service requests like reversing a fee, canceling a credit card, or explaining insurance coverage options to focus on complex cases that require a human touch.
Each pre-built Agentforce template includes Topics which guide agent behaviour and Actions that give agents the ability to take action specific to financial services jobs.
Firms can customize and expand these agents with Agentforce to reflect their specific processes, guardrails, policies, and service models — all within a declarative, no-code environment.
In addition, Embedded Compliance Controls help ensure digital workers follow the same regulatory guardrails as human teams. Agentforce operates within the compliance framework of Financial Services Cloud, enforcing rules for approvals, disclosures, and audit trails across common workflows like servicing, lending, and client onboarding. Every action is tracked and governed, helping firms meet regulatory obligations with greater consistency and transparency.
By offloading time-consuming work like meeting prep, quoting, and service resolution, Agentforce for Financial Services increases firms’ capacity for tailored experiences without hiring additional staff. And, it helps to ensure every interaction aligns with firm policies and regulatory requirements, maintaining consistency and trust.