See What’s New with Financial Services, Healthcare, and Life Sciences
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how to maximize debt recovery through intelligent timing and automated customer outreach.
- Explain how Banking Service Assistance performs routine tasks and frees agents for complex cases.
- Define how to simplify meeting preparation and portfolio reviews to save advisors hours of manual work.
- Identify how to refine benefits verification with unified interfaces and real-time EMR integration.
- Describe how Agentforce can identify duplicate cases and provide investigator summaries automatically.
Financial Services
Collections Assistance
Execute your end-to-end recovery strategy, from intelligent outreach and answering questions to securing payment commitments, with the Collections Digital Agent. Automate routine accounts so your team can focus on negotiating complex settlements and managing sensitive cases.
Banking Service Assistance
Banking Service Assistance provides guided AI workflows for common requests like fraud claims and replacement cards. Enable your team to resolve issues faster and focus on solving complex problems and building stronger customer relationships.
Advisor Assistance
Simplify meeting prep and post-meeting follow-ups. With Advisor Assistance, advisors save hours of manual work so they have time to focus on what truly matters: delivering tailored advice and solidifying their role as the trusted advisor that clients need.
Healthcare
Eligibility and Benefits Verification
Agentforce simplifies benefits verification for contact center teams with a unified interface and real-time integration with EMRs and clearing houses like Infinitus. This reduces the need to switch between multiple applications and makes complex benefits information easy to understand.
Disease Case Management and Summaries
Improve disease case management with Agentforce. Automatically identify and resolve duplicate cases, ease investigator workload with case summaries, and boost productivity through automatic disease definition creation and batch processing of lab reports.
Provider Matching
Help patients, members, and caregivers connect with the most suitable providers faster and more efficiently using an autonomous AI agent. Agents engage in conversations with patients to identify preferences such as provider location, specialty, and gender. After independently cross-checking patient preferences against known providers, the AI agent suggests a list of potential matches. The Provider Matching agent responds to routine requests from your authenticated and guest portal users so that your call center representatives can focus on more complex scheduling needs.
Life Sciences
Life Sciences Cloud for Customer Engagement
Empower your pharma or medtech organization to foster stronger relationships with healthcare professionals (HCPs) and healthcare organizations (HCOs) through automated workflows, personalized communications, and a commitment to compliance. Life Sciences Cloud for Customer Engagement supports a fully offline experience for commercial teams to ensure seamless operations regardless of connectivity.
Product Management
Streamline product management with a defined hierarchy, clear product goals, territory alignment, and account-based restrictions.
Territory and Account Management
Engage with accounts effectively with comprehensive insights and AI-powered smart summaries that provide a quick glimpse of the profile. Manage territory alignment seamlessly with a well-defined hierarchy and established rules.
Intelligent Content
Design, customize, and present compelling content and presentations to healthcare professionals. Effortlessly share files and messages across different territories. Monitor engagement metrics to refine and enhance the content for greater impact.