Audience
Agentforce 360 for Financial Services is ideal for banks, credit unions, insurers, wealth managers, and financial institutions seeking an AI-powered CRM platform to modernize operations and drive personalized customer engagement
About Agentforce 360 for Financial Services
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale.
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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Salesforce
Founded: 1999
United States
www.salesforce.com/financial-services/
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online
Agentforce 360 for Financial Services Frequently Asked Questions
Q: What kinds of users and organization types does Agentforce 360 for Financial Services work with?
Agentforce 360 for Financial Services works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Agentforce 360 for Financial Services support in their product?
Agentforce 360 for Financial Services supports these languages: English.
Q: What kind of support options does Agentforce 360 for Financial Services offer?
Agentforce 360 for Financial Services offers support via phone support, 24/7 live support, and online.
Q: What other applications or services does Agentforce 360 for Financial Services integrate with?
Agentforce 360 for Financial Services integrates with: Refold, SAP Concur, Pillar Security, QuickBooks Online Advanced, QuickBooks Online, Sage Intacct, Salesforce Partner Cloud, Salesforce, Slack, Workato, and Xero.
Q: What type of training does Agentforce 360 for Financial Services provide?
Agentforce 360 for Financial Services provides training in the form of documentation, live online, webinars, and in person.
Q: Does Agentforce 360 for Financial Services offer a free trial?
Yes, Agentforce 360 for Financial Services offers a free trial.
Agentforce 360 for Financial Services Product Features
Financial CRM
Account Alerts
Supported
Asset Management
Supported
Household Tracking
Supported
Influence Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Expense Tracking
Not Supported
Territory Management
Not Supported
