Track Investment Intent in Salesforce and Turn Interest into Advisor Action
Fortimize’s New Component Tracks Product Interest Understanding what clients care about isn’t optional—it’s essential. As client strategies evolve, staying in sync with their shifting interests helps advisors deliver relevant advice, build long-term trust, and drive growth. But tracking this kind of data can be messy. Preferences, investment vehicles, and client goals often get buried in notes […]
Agentforce in Action: How Wealth and Asset Teams Use AI to Support Client Independence
How Advisors Are Using AI In the world of wealth and asset management, client service isn’t just about resolution—it’s about relationship. When clients reach out, it’s often tied to sensitive financial information, portfolio access, or long-term planning. That means every interaction is an opportunity to build—or lose—trust. Agentforce, powered by Salesforce Financial Services Cloud, enables […]
Agentforce in Action: How Banks and Credit Unions Use AI to Automate Support and Reduce Call Volume
How Banks and Credit Unions Are Using AI Customer support is pivotal in building trust and loyalty for banks and credit unions. However, support teams often find themselves overwhelmed with routine issues such as lost debit cards, forgotten passwords, and address updates. These three categories alone can comprise up to 40% of incoming calls, creating […]
Agentforce in Action: Lead-to-Lease Automation for Real Estate
Increase NOI with Salesforce Agentforce Agentforce, built on Salesforce, solves one of real estate’s biggest challenges: turning property inquiries into signed leases without burning out your leasing team. By combining AI, live property data, and tenant insights in one Salesforce-native experience, Agentforce helps operators increase Net Operating Income—while giving prospective tenants the answers and actions […]
