Extend Agentforce Financial Services

Learning Objectives

After completing this unit, you’ll be able to:

Define add-on features to use with Agentforce Financial Services.
Describe the capabilities of Regulations and Policy Management.
Discuss how Digital Origination transforms the deposit origination and lending lifecycle.

Add-on Features for Common Financial Services Needs

To meet the goals of your financial institution, you can add specific Salesforce-developed feature sets to Agentforce Financial Services. For example, add helpful compliance options to stay within the bounds of government regulations and internal policies. You can also add digital origination features to process applications for deposit and lending products on one platform.

This unit covers just some of the capabilities that you can add to Agentforce Financial Services. Talk with your Salesforce Account Executive or a credentialed partner to learn more about your options.

Comply with Regulations and Policies

Use Process Compliance Navigator to follow financial rules and regulations with tracking and auditing capabilities. Technology and compliance staff can use other features to make sure the entire institution stays in line with internal and external laws and policies.

Compliant Data Sharing

Compliant Data Sharing helps Salesforce admins and compliance managers configure advanced data-sharing rules. Your team gets precise control and monitoring of data sharing without complex code, keeping you easily in compliance with regulations and policies.

Regulations and Policy Management

Use Regulations to define, manage, and track rules. Compliance officers can share versions of the rules and inform everyone who must follow them. Compliance officers can also connect business processes to specific regulations, and create and revise policies for different functions to stay compliant with internal and external policies.

Control Management

Identify control gaps in a process, implement new controls by using low-code and pro-code tools, and embed those controls directly into business workflows with Control Management.

An interest rate check control in the Compliance Builder.

When you design a process—for onboarding a client, approving a loan, or servicing a policy—you can make sure that compliance requirements are part of the flow. Plus, these controls are reusable and visible to everyone in the process, from the front office to compliance and audit.

Check out the Process Compliance Navigator Fundamentals badge to learn more.

Deliver Modern Origination

Use Digital Origination to manage the end-to-end origination of three product types:

Retail deposit accounts
Business deposit accounts
Loans, including mortgages, auto loans, and personal loans

Digital Origination provides ready-to-use configurations and templates for Salesforce features, so you can quickly deploy products, guided digital forms, and application decision rules without custom code. Here are a few of the key features.

Intake Forms

Use the configurable Discovery Framework sample templates to quickly set up intake forms for deposit account and lending products. Your customers can complete these forms on self-service sites, or your reps can open them in Salesforce for assisted applications. Included features can even determine required customer documents, create a document checklist item for each one, and present the checklist in the form to collect them.

Application Processing

Digital Origination supports straight-through processing for all types of applications based on your business requirements. If an application requires further review from a rep, Digital Origination automatically assigns application forms and application action items. Your admin sets up configurable notifications for quick processing, and read-only roles for staff who only want to check an application’s status. Plus, use Stage Management to define your workflow from intake through closing, coordinating automated and manual tasks.

Loan Calculator and Loan Product Assistance

Implement the easy-to-use loan calculator so clients can understand loan terms and interest rates at any phase of the application journey. They can input values for the loan amount, loan term, and interest rate to view payment options, the principal, and interest. The calculator supports diverse repayment structures—such as amortization and balloon—and can calculate the impact of extra payments.

Plus, you can use the Loan Product Assistance skill for Agentforce to create an AI agent that guides potential borrowers to find the best loan for their needs. The agent can provide loan product categories, details, and programs to help a borrower select a product without taking a loan officer’s time.

Earn the Fundamentals of Digital Origination for Lending badge to learn more.

Put Agentforce Financial Services to Work

In this module, you learned about Agentforce Financial Services and how it makes client interactions more personal, simplifies onboarding, and scales service for your financial institution.

Built on the Salesforce Platform with a common metadata framework, it provides data models, features, and automations that are specific to retail banking, wealth management, commercial banking, and other financial services sectors. You explored solutions and features that help your institution nurture client relationships, offer efficient customer service, deliver specialized banking services, and much more.

With this knowledge, you’re ready to continue exploring all that Agentforce Financial Services can offer. To learn more about how Agentforce Financial Services can help you respond to today’s customer and compliance demands—and to get a free trial learning org to experiment with—visit the links in Resources.

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