Salesforce com : Introduces Agentforce for Financial Services to Address Shrinking Workforces and Rising Client Expectations
CRM
Published on 05/21/2025 at 09:12
Agentforce for Financial Services includes pre-built, role-based AI agent templates that automate front-office tasks and reduce administrative overhead with no coding required
Agentforce operates autonomously using industry-specific data, workflows, and policies to deliver intelligent actions that align with firm standards and regulatory requirements
Agentforce for Financial Services includes pre-built templates for:
Each pre-built Agentforce template includes Topics, which guide agent behavior, and Actions that give agents the ability to take action specific to financial services jobs. Firms can customize and expand these agents with Agentforce to reflect their specific processes, guardrails, policies, and service models - all within a declarative, no-code environment.
In addition, Embedded Compliance Controls help ensure digital workers follow the same regulatory guardrails as human teams. Agentforce operates within the compliance framework of Financial Services Cloud, enforcing rules for approvals, disclosures, and audit trails across common workflows like servicing, lending, and client onboarding. Every action is tracked and governed, helping firms meet regulatory obligations with greater consistency and transparency.
Why it matters: The financial services industry is facing a talent crisis, with 50% of the current insurance workforce expected to retire within 15 years and a projected shortfall of 100,000 financial advisors by 2034 if productivity remains unchanged. The timing for this shortage couldn't be worse: Customer expectations are rising, and, according to Salesforce's Connected Financial Services 2025 report, only 21% of consumers are fully satisfied with the personalization they receive from their financial services providers, and 35% say they're treated like a number.
By offloading time-consuming work like meeting prep, quoting, and service resolution, Agentforce for Financial Services increases firms' capacity for tailored experiences without hiring additional staff. And, it helps to ensure every interaction aligns with firm policies and regulatory requirements, maintaining consistency and trust.
Financial Advisor and Banker Agents
Banking and Insurance Service Agents
Loan Officer Agents
Built-In Compliance Framework
Salesforce perspective: "AI shouldn't replace the human connection, it should scale it. With Agentforce for Financial Services, financial institutions can tap into digital labor built on a deeply unified platform to help their human teams boost productivity, efficiency, and revenue while still delivering the trusted, personalized experiences their clients expect."- Eran Agrios, SVP and GM, Financial Services
AI shouldn't replace the human connection, it should scale it.
Customer Perspective
About Financial Services Cloud
Salesforce Financial Services Cloud is purpose-built for banks, wealth managers, and insurers to manage customer relationships, simplify complex processes, and embed compliance directly into everyday workflows. It includes industry-specific data models and pre-built processes that support a wide range of use cases, from financial planning and loan origination to insurance claims and policy servicing. This foundation helps firms launch faster, reduce custom development, and adapt more easily to change.
New Flexible Agentforce Pricing
To support the rapidly accelerating demand for digital labor for every employee, department, and business process, Salesforce has introduced a new flexible pricing framework for Agentforce. Flex Credits are a new unit of payment for Agentforce that aligns costs with business outcomes, ensuring you only pay for the exact actions Agentforce performs‌. Also new is the Flex Agreement, which lets organizations shift investments between user licenses and digital labor as priorities evolve; and new Agentforce user licenses with unlimited employee-facing AI usage. These updates give businesses greater control, cost-efficiency, and agility in expanding their AI-powered investment across all departments.
Availability
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This article may include references to services or features that are still in development and are unreleased. Customers should make their purchase decision based on fully released and available features.
Disclaimer
Salesforce Inc. published this content on May 21, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 21, 2025 at 13:08 UTC.