Explore Agentforce Financial Services Sectors

Learning Objectives

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

List the sectors that Agentforce Financial Services supports.
Describe how the solution bolsters those sectors.

Solutions for Each Part of Your Institution

Financial institutions like yours provide various services to different types of clients, each with their own specific requirements.

The ready-to-use solutions in Agentforce Financial Services support many different sectors:

Retail banks that work with individual customers.
Wealth managers who provide tailored financial advice to clients.
Commercial banks that work with businesses, government agencies, and institutional clients.
Insurers that provide policies to individuals and organizations.
Lenders that provide products such as home, auto, and mortgage loans.

In this unit, learn more about solutions for these financial sectors.

Retail Banking

Retail Banking features give bankers, service reps, and operations staff a full view and deep understanding of their customers. This view includes customer financial accounts, customer households, your branches, and any tasks that can deepen an institution’s relationship with a customer.

Integrate core banking and external systems to streamline customer and user experiences across tasks, services, and systems. Banking professionals can deliver modern, effective, and consistent multichannel customer interactions to grow trusted and profitable relationships.

Branch managers can get a view of their team’s performance, too, with tools such as the Branch Manager dashboard.

This branch manager dashboard includes charts for branch interactions and revenue over time.

With these insights, branch managers can steer their teams to work in better ways.

And, with Agentforce Sales and Agentforce Service included, sales teams can maximize revenue channels, while service teams scale with reduced costs.

Salesforce automation reduces processing time, freeing operations staff to focus on the most important tasks. For example, automation makes customer onboarding and service smoother and more efficient, helping to build long-term client relationships. Plus, prebuilt Agentforce skills such as Banking Service Customer Assistance and Banking Service Employee Assistance help divert common questions and automate tasks for retail-banking services.

Complete the Specialized Retail Banking with Agentforce Financial Services badge for more details.

Wealth Management

With Agentforce Financial Services, financial advisors have a complete view of their clients to deliver personalized and timely service.

Advisors can get a quick view of their clients’ situation. Then, by using the wealth-management features included with Agentforce Financial Services, advisors can deepen client relationships, personalize engagements, and increase productivity to scale their reach and grow their business.

To focus on the right clients and activities, advisors can use features for financial planning, detailed note taking about customer interactions, and contextual alerts that prompt wealth managers to action. For example, set up alerts to tell an advisor if a client is unlikely to reach a financial goal. With this information, the advisor steps in and gives the client helpful advice when it’s most needed.

These types of insights and alerts can surface on Run My Day. The feature gives advisors a daily briefing of their work organized into categories to eliminate triage across siloed systems.

The Top Priorities component on Run My Day includes groups, insights groups to grow business, retain clients, provide service, and comply with policies and regulations.

Plus, the Client Pulse feature uses the AI Summary page component to generate a snapshot of client sentiment and engagement, surfacing signals hidden in the data.

Other included Agentforce skills, such as Financial Advisor Assistance and Banking Relationship Assistance, automate other tedious work for wealth advisors.Complete the Wealth Management with Agentforce Financial Services badge for details.

Commercial Banking

The Commercial Banking Console app gives relationship managers and service reps a one-page, 360-degree view of client details, activities, financial accounts, objectives, and interactions. Relationship managers act directly from the console, without switching between multiple applications.

For critical business-to-business tasks, the Financial Deal Management object assists in tracking the lifecycle of financial deals, including terms, status, and involved parties. And with the Compliant Data Sharing feature, you can make sure you share sensitive data only with the relevant people, limiting regulatory risks.

And, with the Business Relationship Plan feature, commercial bankers can track work on a business client’s needs. Start with a template plan, create strategic goals, and define actionable measures. Then, phases, action plans, and AI-powered summaries keep your team informed and working together to move a plan forward.

An account plan objective for a corporate client, including an action plan, measures, and tasks.

For onboarding and compliance, the Business Client Engagement feature uses the Onboarding, Know Your Customer (KYC), and Know Your Business (KYB) data models. These models capture details such as business ownership and business structure, integrating with external data for verification.

Complete the Agentforce Financial Services B2B Foundations to learn more.

Insurance

Insurance data models and features give you tools to effectively manage claims and policies, improve customer satisfaction, and grow your business.

Track product performance based on key metrics for policies, quotes, and commissions with insurance-specific data models. You can also gain insights into claims and financial performance to effectively manage expenses and reserves, and write policies that boost your revenue. Plus, deliver end-to-end experiences for channel managers, marketers, sales reps, underwriters, account managers, service representatives, and claims managers.

And with optional, add-on digital insurance features, you can speed up business innovation and provide new products quickly and respond to the market. Then drive processing with automated multichannel customer interactions.

Insurance brokerages, too, can use an add-on product to connect insurance producers and account managers in a single system.

Industry-specific client profiles help account managers proactively engage with clients, update policies, and quickly renew them. Policy lifecycle management features provide a complete view of different types of policy in a single system. Other features help you get accurate premium calculations, revenue expectations, and commission statements.Check out the Salesforce for Insurance: Quick Look for details.

Lending

Lending for Agentforce Financial Services includes a data model for applications, Omnistudio components, Experience Cloud templates, and Agentforce actions.

Potential borrowers can start by browsing an Experience Cloud site to find products, such as home loans, auto loans, and mortgages. To learn about loan options, they can chat with an AI agent built from the Loan Product Assistance Agentforce template.

Borrowers and loan officers can then collaborate on loan applications, collect all the necessary documents, and verify them for accuracy. This helps underwriters focus on more important parts of the application and reduces closing time.

The lending process also involves delivering personalized disclosures and capturing customer consent when assessing credit worthiness and other requirements for granting a home loan. Use Omnistudio to model the end-to-end loan application process, and keep your customers informed of their progress through their client portal.

What's Next?

Now that you learned how Agentforce Financial Services supports a range of sectors—from retail banking to insurance and lending—you’re ready to explore the foundational features that support client engagement across any of these business lines.

In the next unit, you learn how Agentforce Financial Services supports different stages of the customer journey, from onboarding to relationship-building and service. These capabilities work across your institution and set the stage for personalized, scalable, and compliant financial experiences.

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