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 wealth management firms to streamline these high-volume, high-stakes service moments using AI-powered workflows. The result? Empowered clients, faster resolutions, and more time for advisors to focus on personalized, high-value strategy.
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Replace Routine Service Tasks with Change Agents
Manual updates to login credentials and contact information may seem small, but they add up fast for support teams and advisors. By enabling Agentforce, wealth and asset management firms can offload these time-consuming, high-frequency requests to automated agents that securely update data across all systems—preserving client satisfaction while protecting advisor bandwidth.
1. Forgotten Passwords
Password-related issues are a common frustration for clients—and a surprisingly frequent time drain for wealth management support teams. Agentforce turns this friction point into an opportunity to reinforce trust and responsiveness:
- Intelligent Troubleshooting: Agentforce identifies common login roadblocks and securely guides clients—many of whom are high-net-worth individuals or multigenerational households—through personalized reset steps, without needing live-agent intervention.
- Proactive Security Recommendations: Clients are prompted to enable multi-factor authentication or other enhanced protection settings, reinforcing the security-first experience expected in wealth and asset management.
Customer Results:
Clients regain secure access to performance dashboards, portfolio views, and financial planning tools faster—building confidence in your digital experience.
Advisors and support teams spend less time on administrative resets, freeing up capacity for complex planning and relationship management.
2. Address Updates
For wealth and asset management firms, an address change isn’t just a logistical update—it impacts legal documents, tax records, compliance filings, and communication preferences. These requests are common but often bog down service teams with multi-system updates and manual verification steps. Agentforce eliminates that friction:
- Seamless Workflow Integration: Clients can update their address securely through a self-service flow. Agentforce then syncs that information across all connected systems—portfolio management platforms, CRM records, compliance tools, and household relationship structures—in real time.
- Accuracy Assurance: AI-powered validation ensures the address is formatted correctly and consistently across systems, reducing downstream errors that could impact documentation or reporting.
Customer Results:
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Transcription errors are eliminated—clients enter and verify their own data, preserving data integrity across wealth platforms.
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Clients avoid lengthy call queues, reinforcing a modern, responsive experience while reducing the lift on internal teams.
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Advisors retain visibility into household-level changes without chasing paperwork, maintaining a complete and up-to-date client view.
The Role of AI in Strengthening Advisor Trust
Trust is currency. Clients entrust advisors with their financial futures, personal histories, and multi-generational planning needs. That trust hinges not only on investment outcomes—but also on how efficiently, securely, and respectfully firms handle everyday service interactions.
Here’s how AI strengthens trust in practice:
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Reliable, Secure Interactions: Automated workflows ensure sensitive updates like login credentials, contact details, or plan changes are handled with precision—backed by Salesforce’s security protocols and audit trails.
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Less Friction, More Confidence: Clients get fast, seamless service without feeling like they’re navigating a maze of systems or long hold times. That ease builds confidence in both the advisor and the firm.
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More Time for Strategic Conversations: With fewer interruptions from repetitive service requests, advisors can stay focused on what matters most: personalized planning, risk strategy, and building relationships that last.
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Real-Time Visibility for Advisors: Updates flow through Salesforce Financial Services Cloud, giving advisors an accurate, 360° view of the client—even as changes occur—so no detail is missed.
Ultimately, AI doesn’t replace the advisor—it protects their time, enhances their impact, and supports the kind of service that keeps clients loyal for decades.
This is just two examples of how Agentforce can transform customer service.
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