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 tasks like preparing for an investment review, replacing a lost credit card, or surfacing relevant loan options.
These agents work natively in the flow of work, side by side with human employees, reducing the administrative burden that takes time away from more valuable customer engagement.
By taking on routine but time-consuming tasks, Agentforce gives financial professionals more space to focus on what matters most: their clients. Rather than replacing the human connection, Agentforce strengthens it with an industry-specific digital workforce helping banks, insurers, and wealth managers scale personal engagement, maintain regulatory confidence, and preserve the trust that drives loyalty and growth.
Agentforce for Financial Services includes pre-built templates for:
- Financial Advisor and Banker Agents that help high-touch relationship managers scale their practice by automating meeting preparation and follow-up.
- Banking and Insurance Service Agents, which handle routine service requests like reversing a fee, canceling a credit card, or explaining insurance coverage options, so service reps can focus on complex cases that require a human touch.
- A Digital Loan Officer Agent that guides borrowers through loan product discovery for auto or personal loans.
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 customise 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.