FORTIMIZE BLOG

Agentforce in Action. Turning a Lost Debit Card into a Loyalty-Building Experience

November 14, 2024

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Overview

Salesforce Agentforce redefines customer support for the financial services industry, enabling banks to provide proactive tailored support that strengthens customer loyalty. Agentforce enables banks to meet ever-increasing customer expectations using data and AI within Salesforce. It eliminates the limitations of legacy systems and fragmented channels to deliver immediate results for customers.

How it works

Instant Reporting

Customers report lost debit cards, triggering an immediate response from Agentforce

Automated Identity Verification

Agentforce validates customer details and orders a replacement card, ensuring a smooth process without manual intervention

Future Account Protection

The system offers personalized tips for safeguarding accounts, helping prevent future issues

This is just one example of how Agentforce can transform your customer support. Contact us for a demo that will revolutionize your customer experience.

Unlock endless possibilities

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins