Salesforce’s Agentforce for Financial Services can automate front-office tasks and reduce administrative overhead without coding

Salesforce is offering Agentforce for Financial Services, a new set of pre-built, role-based AI agent templates that augment financial services teams with digital labor and automate key front-office tasks such as 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, according to Salesforce.

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 is grounded in a firm’s data, workflows, and compliance controls so every action conforms with internal policies and regulatory requirements. And because Agentforce is natively embedded in Financial Services Cloud, human and digital workers can operate from the same deeply unified platform in a way that feels intuitive and trustworthy.

Each pre-built Agentforce template includes Topics, which guide agent behavior, and Actions that give agents the ability to act specifically to financial services jobs. Firms can customize and expand these agents with Agentforce to reflect their specific processes, guardrails, policies, and service models.

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.

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, the company said.

“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,” said Eran Agrios, SVP and GM, financial services, Salesforce.

For more information about this news, visit www.salesforce.com.