for Financial Services
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Agentforce Success in Financial Services
Read ItEmpowering Growth: Baxter Credit Union’s Journey to Smarter Service
BCU is using Agentforce Service Agent, Salesforce Chat, and an Einstein Bot to boost self-service and increase deflection rates, while routing complex cases to agents. Seamless integration with their online banking platform to connect all key platforms and data. This approach streamlines operations, elevates the member experience, and empowers agents to grow the membership base.
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Agentforce for
Financial Services
Frequently Asked Questions
Agentforce gives Financial Services customers the ability to reset passwords or complete verification to unlock accounts, report lost or stolen cards, and use self-service options to make payments.
Advisor Apointment Management
Automate appointment booking, streamlining scheduling, sending reminders and follow-ups, and providing contact details or direct messaging options for easy communication.
Loan Offerings and Information
With Agentforce, customers can access loan details like interest rates, terms, and purchase history, track application status, and receive reminders at key stages such as pre-approval.
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Try Out Voice for Financial Services
OUTCOMES WE ARE SEEING
Most contact centers see 70–80% of inbound traffic come through voice at $15 per call, that adds up fast. Agentforce for Voice deflects over 50% of those calls!
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Delivering outcomes that ensure maximum value
80%
Increase in Deflection Rate
63%
Decrease in avg. monthly phone calls
30%
Decrease in time to onboard
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