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/
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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
Agentforce 360 for Financial Services Product Features
Financial CRM
Account Alerts
Asset Management
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Expense Tracking
Territory Management
