Track Investment Intent in Salesforce and Turn Interest into Advisor Action
New Component Tracks Product Interest Understanding what clients care about isn’t optional—it’s essential. As clients’ financial needs 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 […]
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
Turn Property Inquiries Into Signed Leases Leasing teams are drowning in disconnected systems, high inquiry volumes, and rising renter expectations. Prospects drop off. Agents burn out. NOI suffers. Agentforce, built on Salesforce, changes that. By combining live property data, AI-driven conversations, and intuitive scheduling in one connected experience, Agentforce automates the lead-to-lease journey. Engage Prospects […]
Building vs. Buying Your Digital Account Opening (DAO) Platform
The Argument: Speed or Customization For financial institutions (FIs) competing for market share, a fast, frictionless Digital Account Opening (DAO) process is an essential component of customer acquisition and satisfaction. Customers expect seamless digital experiences, and with up to 40% of online applications being abandoned due to clunky systems, the right platform is critical. The major strategic […]
How Data-driven Relationships Enhance the Customer Experience
More than half of business owners plan to “take action” in the near future so they can better understand their customers: what they want, how they think and how they can best be served. “Taking action” isn’t as easy as reading a study or sending out a survey, but it’s simpler than you may think. […]
