Business value of Agentforce Financial Services over core Sales and Service Cloud
Key Takeaway
Agentforce Financial Services adds financial services data models, business processes, compliance controls, and prebuilt AI on top of Agentforce Sales and Agentforce Service. Salesforce recommends implementing it on the standard platform rather than with the managed package.
Agentforce Financial Services is a set of features, components, and data models for financial institutions such as banks, wealth management firms, lenders, and insurance companies. Built on the Salesforce Platform, the product extends Agentforce Sales and Agentforce Service with industry data models, business processes, tools, and AI agents. In discovery, its business value is what it adds on top of core: a single view of each client, financial services objects and processes, compliance controls, and prebuilt AI.
How it builds on core
Agentforce Financial Services is not a separate system. Its foundation is the standard objects from Agentforce Sales, Agentforce Service, or both, such as Account, Opportunity, and Case. The org's package and licenses decide whether those objects come from one or both.
On top of that foundation, Agentforce Financial Services adds specialized objects that you implement based on business requirements. A firm can use just what it needs.
The product combines purpose-built industry functionality with core sales and service capabilities. The goals are to increase employee productivity, accelerate time to value, and deepen customer trust. Agentforce Financial Services also unifies the customer experience across channels, geographies, and lines of business, both commercial and consumer.