See What’s New: Financial Services, Healthcare, and Life Sciences

Learning Objectives

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

• Describe the latest features and enhancements for Financial Services, Healthcare, and Life Sciences.
  

Get up to date on the new features in Agentforce’s suite for Financial Services, Healthcare, and Life Sciences to help you provide secure, empathetic, and highly regulated care and support. These industry-specific innovations enable you to automate complex workflows—from patient referrals to insurance billing—while maintaining the highest standards of trust and personalized attention.

Agentforce Financial Services

Process Compliance Navigator Enhancements

Process Compliance Navigator is a single platform that connects regulation, policy, and control management with frontline execution. Unlike reactive audits that only document past mistakes, Process Compliance Navigator embeds automated guardrails directly into the flow of work. It monitors live workflows to intercept noncompliant actions in real time, so you can avoid fines and reputational damage while keeping your business moving fast.

Agentforce Meeting Concierge

Advisors spend as much time on meeting administration as they do with clients. Change that with Meeting Concierge. It embeds agents across the lifecycle that prepare advisors with instant briefs, capture live conversations, and autonomously orchestrate follow-ups and recommendations.

Connector Library

Connector Library is a marketplace of prebuilt integrations that connects Agentforce Financial Services with your apps and tools in minutes. With client data and workflows unified on one trusted platform, teams and agents can act on the full picture.

Agentforce Healthcare

Payer Contact Center: Prior Auth and Provider Networks

Resolve inquiries faster and equip contact center teams with Agentforce-powered prior authorization summaries and real-time provider network data to boost productivity.

Health Engagement

Drive proactive engagement and close care gaps with data-driven journeys. Target segments and automate personalized outreach to promote adherence and member satisfaction.

Integrated Care Management: Assessments

Enhance assessments with AI-suggested responses and dynamic auto-save using unified member profiles to accelerate completion.

Agentforce Life Sciences

Briefings

Equip field sales reps, key account managers, and medical science liaisons with a daily bite-sized, context-curated audio playlist of healthcare professional account summaries delivered through an intuitive, offline-ready experience.

Field Events

Empower teams to compliantly manage in-person and virtual life sciences events with configurable workflows, collaborative planning, and transparent expense tracking. Automate expert qualification and territory-based quota management.

Visit Management

Improve HCP engagement with remote interactions and pre-call planning, simplify expense reporting, and accelerate decisions with accurate HCO recommendations and compliant signature disclaimers.