A US-based Financial Institution Advances Sales and Service Operations with Agentforce
This Chicago-based financial services firm has always focused on helping people make smarter investment decisions. As a trusted leader in financial research, the team is committed to supporting investors and institutions around the world.
Representatives were juggling 6+ systems just to answer basic questions like “What’s my current balance?” or “Can you walk me through my monthly charges?” It slowed them down and made it hard to deliver the fast, personalized service customers expected.
To fix it, they partnered with NeuraFlash to implement Salesforce Agentforce, starting with high-volume use cases like billing inquiries and plan explanations. Now, AI handles those routine requests in just seconds, freeing up the team to focus on more complex financial planning and creating a smoother experience for everyone.
The Agentforce Advantage
Before Agentforce: A support rep helping a customer with a credit card dispute had to toggle between 4 systems! One for transaction history, another for account status, a CRM for case notes, and an internal guide for next steps. The process took 15+ minutes per call.
After Agentforce: Now, the rep sees everything in one centralized workspace like transaction details, dispute status, and AI-suggested actions, cutting resolution time in half!
Agentforce isn't just for Service, it’s accelerating Sales, too.
While Agentforce is transforming support experiences, it’s also unlocking major efficiencies for sales teams. Before Agentforce, valuable leads were slipping through the cracks. Interested prospects weren’t being engaged in real time, and scheduling a call often turned into a long email back-and-forth.
Now the Agent is live on the customer-facing site and is capturing and qualifying leads, answering FAQs, and booking meetings, instantly, no rep needed.
It’s like adding a 24/7 teammate who ensures every lead is engaged and moves faster from interest to opportunity.
Significant Results in Just Two Weeks
Agentforce made an impact almost immediately. Within the first two weeks, This company saw measurable improvements:
- A 35 percent reduction in manual effort for service agents
- Eight new sales opportunities captured through AI-powered interactions
- Improved case resolution times
- Higher lead engagement and better scheduling efficiency
The Power of Agentforce and NeuraFlash
This partnership between our customer and NeuraFlash shows what becomes possible when AI is thoughtfully integrated into real workflows. Agentforce is more than just a tool! It’s a smarter way to connect people, automate routine tasks, and scale with confidence.
Ready to see what Agentforce can do for your sales and service teams? Let’s talk.
