Question 1

What is Agentforce Financial Services?

Accepted Answer

The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services CRM can craft personalized communication across all channels and devices for more meaningful customer interactions.

Question 2

How much does Agentforce Financial Services cost?

Accepted Answer

Agentforce Financial Services starts at $300.

Question 3

Who uses Agentforce Financial Services?

Accepted Answer

The most common users of Agentforce Financial Services are from Small Businesses (1-50 employees).

Agentforce Financial Services
Formerly Salesforce Financial Services Cloud

Overview

What is Agentforce Financial Services?