Provide a Complete View of Each Client
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how Agentforce Financial Services provides a complete view of each client.
- Describe how Data 360 for Financial Services unifies client data.
- Identify how core banking integrations streamline operations within Agentforce Financial Services.
- Explain how account data is organized in profile pages.
Combine Your Client Data in One Place
In the previous unit, you learned how nurturing client relationships starts with understanding your clients. That understanding is necessary for both large-scale marketing campaigns and individual, face-to-face client meetings.
When your organization unifies its client data, your team gets a complete view of each client to deepen relationships and accelerate growth through more relevant, timely interactions. A 360-degree view of each client helps marketers and relationship managers deliver relevant, timely, and personalized messages however they interact with clients.
Agentforce Financial Services bridges the gap between Salesforce and your core banking systems in support of this personalized engagement. Integrations gather data from disparate systems—including banking, payment network, insurance, lending, and wealth systems—and unify it with the Agentforce Financial Services data model. Your team views these insights on client profiles for quick analysis by financial professionals.
In this unit, you learn how these features help teams work from a more connected view of each client relationship.
Integrate with Core Banking Systems
Agentforce Financial Services works with many data integration options that your business and IT teams can use to move faster toward your goals. Accelerate time-to-value by securely connecting your CRM to core banking platforms by using prebuilt, standards-based integrations that follow the Banking Industry Architecture Network (BIAN) model.
These integrations bring data from other systems together in one platform to provide a complete view of your clients. For example, integrations populate and update Salesforce financial account management objects such as Financial Account and Financial Account Transaction with real-time data from your core banking systems so you always have the most accurate view of a client’s finances.
Learn more about integration options such as MuleSoft Direct for Financial Services and Integration Definitions in the Agentforce Financial Services Data Modeling badge.
Unlock Terabytes of Data
To go beyond integrations and truly unify your data, add Data 360 to Agentforce Financial Services.
Salesforce Data 360 ingests, harmonizes, and analyzes streaming and batch data. It helps your organization unlock terabytes of data to create meaningful and intelligent experiences across Customer 360 apps and beyond. Data 360 helps your institution unlock terabytes of data exactly where it lives. By providing real-time insights without moving or copying a single file, you can deliver meaningful client experiences and avoid the expense of a massive data migration project.
In Agentforce Financial Services, Data 360 connects and integrates client data to give you a unified view of your clients. It acts as a central hub to connect data from disparate systems and sources, making data available to Salesforce without copying it. Data 360 combines interaction, behavior, and transaction data into a unified client profile so that your users truly understand their clients’ needs with a complete 360-degree view of their financial situation.
Plus, Data 360 helps to power advanced features such as Agentforce to capture AI-driven insights and automation across the financial services lifecycle.
For details, see Data 360 for Agentforce Financial Services in Salesforce Help.
Configure Client Profiles
After your organization integrates and unifies its data, use Agentforce Financial Services to create real-time client financial profiles. A single, up-to-date account view helps all of the client-facing roles on your team with the context to provide better financial services support.
Each client account record serves as a central hub for all of their profile information. Here’s an example account page layout with many features added.
This single view of a client elevates productivity, giving your team one complete profile for everything from basic personal information to financial account data to predictive analytics. Plus, clients benefit from personalized experiences powered by your team’s view of their complete, accurate financial picture.
For example, a wealth advisor can quickly gather an understanding of a client’s financial wellness, account balances, life milestones, and financial goals. This gives the advisor the context they need for an informed discussion about a client’s next financial steps.
Agentforce Financial Services includes several prebuilt client profile pages that reflect the needs of banking, wealth, and insurance, speeding up your time-to-value.
Plus, with individual clients organized into households, relationship groups, and business hierarchies, you can view accounts individually or in the context of their relationships.
What’s Next?
In this unit, you learned how Agentforce Financial Services creates a unified view of each client by integrating data from disparate systems, including core banking platforms. Finally, you saw how prebuilt client profile pages organize this data into a single, up-to-date view of each client.
Next, learn more about how to use client data to generate real-time financial wellness assessments, track client goals, and target engagement efforts at scale.