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Salesforce has introduced Agentforce for Financial Services, a set of pre-built, role-based AI agent templates that augment financial services teams with digital labour and automate key front-office ...
Agentforce is available now for Financial Services Cloud customers, with additional features anticipated in Salesforce’s Summer 2025 release.
Salesforce said there are two key components to its AI agents — Topics, which guides their behavior, and Actions, which enable them to take specific actions for financial services tasks.
Salesforce is offering Agentforce for Financial Services, a new set of pre-built, role-based AI agent templates that augment financial services teams with digital labor and automate key front-office ...
With 20+ Salesforce certifications, he has successfully led the implementation of Customer 360, claims automation, and AI-powered engagement solutions for leading financial institutions.
With the new capabilities coming in Financial Services Cloud for Insurance Brokerages, Salesforce aims to streamline time-consuming policy servicing and commission processing tasks.
According to Salesforce, Financial Services Cloud for Insurance Brokerages can help to streamline or accelerate various existing processes for insurance sector clients.
Financial Services Cloud for Insurance Brokerages gives brokers, producers, and account managers the tools needed to enhance collaboration, automate previously labor-intensive tasks, and offers a ...