Get Started with Agentforce Financial Services for Relationship Management
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how Agentforce Financial Services helps financial institutions manage relationships and grow revenue.
- Identify components within Agentforce Financial Services that support relationship management.
Before You Start
Before you start this badge, consider completing this recommended content.
Financial Services Cloud is now Agentforce Financial Services. You might see references to Financial Services Cloud in our application and documentation.
Nurture and Grow Client Relationships
Clients want to work with a financial institution that’s invested in their financial success. Unfortunately, only a small fraction of clients believe that their bank anticipates their needs.
How did this happen? As financial services firms grew and digitized, their systems became fragmented. Client data was dispersed across dozens of systems for different financial services needs. The result is slow, manual work and an incomplete view of each client’s financial situation. When bankers lack that context, they have a harder time personalizing engagement and advice. That limits business growth.
But you can overcome these challenges.
Agentforce Financial Services unifies the financial ecosystem into a single platform to empower humans and AI agents with secure access to real-time data and coordinated complex processes. These features help most client-facing roles across your organization. For example:
- Wealth advisors provide clients with accurate, detailed advice and find opportunities to grow assets under management.
- B2B relationship managers spend less time prepping for meetings and more time building business.
- Retail bankers score easy wins with client-targeted offers for new products.
- Service reps quickly resolve client issues with the full context of each client’s accounts and challenges.
- Insurance agents understand each client's claims and history to better prepare for renewals.
In this badge, you explore the Agentforce Financial Services features your team can use to build better client relationships and grow revenue. You start in this unit with the basics, before moving on to learn about tools to integrate your client data, personalize engagement, and manage day-to-day relationship building tasks.
Track and Manage Relationships
In financial services, nurturing client relationships starts by understanding your clients, and that understanding starts with better client data. Agentforce Financial Services includes tools that unify data across your entire ecosystem to transform fragmented information into a complete view of each client’s context. This context helps your organization improve outcomes for all financial services sectors, from B2B banking to wealth management to retail banking.
For example, the system can combine data from different systems about a single transaction, such as an online television purchase. The household associated with that transaction reports the purchase as fraudulent. With the full context of the transaction and the household’s accounts, Agentforce agents help the household file a dispute. Your service reps then have the information to investigate the fraudulent transaction and support your client.
The context that fueled this client interaction is possible due to the strong foundation of Salesforce, Agentforce, and Data 360. Agentforce Financial Services adds features that surface details and put that information to work. Together, these tools and context give your team proactive insights to personalize every interaction.
Agentforce Financial Services stores client financial information in included data models built for the complexities of financial services. These data models, for example, store information that helps your team understand household and business hierarchies to onboard clients faster and map intricate relationships.
A single, intelligent view presents client information—including details about financial accounts, transactions, and so on—to bankers, relationship managers, and other team members. Your team can quickly review every client interaction, and get the tools needed to anticipate needs and manage diverse relationships with greater efficiency. Ground every interaction in a complete understanding of a client, helping wealth advisors, retail bankers, and others spot opportunities.
Plus, Agentforce skills automate pre-meeting prep and post-meeting wrap-ups, helping your team prepare and stay fully present with their clients, instead of focusing on note-taking. These tools significantly accelerate both team productivity and client trust.
Later in this badge, you learn more about each of these features. But first, review how these features help you get value sooner than other options.
Combine Configurable Components to Deploy Faster
Beyond the benefits to your client-facing team members, Agentforce Financial Services also helps your IT staff and Salesforce admins meet your organization’s goals faster and with less manual work.
What makes Agentforce Financial Services relationship management tools different from other solutions is that they help your team speed up deployment, configuration, and maintenance.
How? Agentforce Financial Services combines prebuilt, configurable components designed for financial services sectors, such as retail banking and wealth management. This means faster time-to-value and lower IT costs, plus less technical debt as you grow and expand.
For example, Agentforce Financial Services consolidates information with configurable data management tools. Included APIs and integration capabilities connect diverse external systems, including core banking, insurance, and wealth management platforms.
You aren’t required to train your own AI models, either. Agentforce helps your team bypass intensive configuration with out-of-the-box agents pretrained on banking, wealth, and insurance workflows, so your team adopts the tools faster and gets better results from your AI investment.
In short, you get data and relationship management tools into the hands of the people who need them faster, without complicated manual work from Salesforce admins and developers.
What’s Next?
In this unit, you learned the basics of how Agentforce Financial Services helps financial institutions like yours manage relationships and grow revenue.
With this basic understanding, it’s time to dig deeper. Throughout the remainder of this badge, you explore specific features that help your team get a complete view of each client, personalize engagement, and improve efficiency. Start in the next unit with data integrations and client profiles.