Salesforce Announces Agentforce for Financial Services
By Thomas Morgan
May 21, 2025
In today’s financial service landscape, many businesses face the pressing challenge of having their workforce shrink while keeping up with high customer expectations. This means that financial advisors, bankers, and insurers are often tackling administrative tasks when they should be building meaningful relationships.
To tackle this issue, Salesforce have introduced Agentforce for Financial Services to automate routine front-office tasks, streamline compliance, and enable financial professionals to focus more on personal client interactions.
What Is Agentforce for Financial Services?
To help these professionals avoid menial tasks, Agentforce for Financial Services provides a suite of pre-built, role-based AI agents that work side-by-side with human teams to handle routine office tasks. No coding is required, and it’s built directly into Financial Services Cloud.
Whether it’s preparing for a client meeting, responding to service requests, or guiding a customer through a loan application, Agentforce operates using a company’s existing data, workflows, and regulatory policies to ensure every action is accurate and tailored to the individual client. By automating repetitive processes, firms can scale personal engagement and build stronger client relationships, even as workforce challenges mount.
Pre-Built Agents for Key Roles
Agentforce for Financial Services comes with a few out-of-the-box agents ready for you to use, including:
Financial Adviser and Banker Agents: These agents can automate meeting prep and follow-up by surfacing relevant client data, creating agendas, and summarizing discussions.
Banking and Insurance Service Agents: From canceling cards to quoting insurance policies, these agents can handle high-volume, repeatable tasks that can often clog up call centers, leading to shorter wait times and faster customer resolution.
Digital Loan Officer Agent: This 24/7 agent can guide borrowers through loan discovery, answering questions and recommending options while a human agent finalizes the terms.
Each agent is customizable and operates within a firm’s compliance framework, ensuring that automation doesn’t come at the cost of trust or oversight. Agentforce even includes embedded compliance controls to ensure digital workers follow the same rules as humans, including disclosures, approvals, and audit trails.
Salesforce’s introduction of Agentforce for Financial Services comes at an important time for the financial industry. Rising customer expectations and a significant talent shortage are colliding – 50% of insurance professionals are nearing retirement in the next 15 years, and there’s an expected shortfall of around 100,000 financial advisors by 2034. Firms are facing pressure to do more with less.
Salesforce’s vision for Agentforce is clear: enhance, not replace, the human touch through AI-powered automation. Eran Agrios, Salesforce’s SVP and GM for Financial Services, explains: “AI shouldn’t replace the human connection; it should scale it. With Agentforce, 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.”
Early adopters are also already seeing significant returns. Dimitar Bonev, CRM Director at Nexo, noted impressive operational improvements: “Agentforce is enhancing our client care operations by autonomously managing routine inquiries, freeing up 400 hours in Q1 for our team to focus on supporting clients with more complex needs.” Similarly, Absa Relationship Banking highlights how Agentforce is speeding up response times: “Agentforce empowers our service team to resolve pressing customer issues 88% faster, while significantly speeding up fraud management through 24/7 agentic support,” says Lindelani Ramukumba, CIO at Absa.
Agentforce’s new flexible pricing model also ensures that firms pay only for outcomes achieved, giving businesses greater agility as they scale their AI investments across all departments.
Final Thoughts
Agentforce seems to be scaling fast and is starting to show its use across different industries and departments. It’s also interesting to note that there’s an emphasis on collaboration rather than replacement, which should help ease some current concerns around the “AI will take your job” conversation.
Agentforce is available today through Financial Services Cloud (with Salesforce Foundations and the Agentforce SKU), along with Flex Credits and the flexible Flex Agreement – speak to your Account Executive for details. Additional features, including Agentforce for Financial Services with pre-built agents, Process Compliance Navigator, and Agentforce 1 Editions and add-ons, will launch in the Summer ‘25 release.
