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They say time is money. That’s especially true in financial services, where building trust and strong client relationships lie at the heart of building value for both clients and financial institutions. However, spending time with clients is fast becoming a shrinking commodity within the banking and financial services industry.
According to a 2023 J.D. Power survey, nearly 30% of financial advisors say they’re not able to spend enough time with their clients due to time-consuming administrative tasks. In fact, these advisors reported spending on average 41% more time on “non-value-added tasks,” like compliance and administration, compared to their peers.
What if all this extra time spent checking off administrative boxes could be invested in cultivating stronger customer relationships? Imagine what clients, financial professionals, and their institutions could gain.
Reclaim Client Time with Agentforce for Financial Services
The good news is that banking and financial professionals now have a powerful tool that can reduce the administrative burden that’s been draining them of valuable client time. Launched in spring 2025, Agentforce for Financial Services is a set of AI agent templates that can work alongside bankers and advisors to perform routine, yet time-consuming, tasks.
Agentforce is agentic AI, the next step in the rapid evolution of artificial intelligence. Not only can it make predictions and generate content, but agentic AI can also take autonomous actions, learn from feedback, and adapt. It can deliver a nearly limitless digital workforce that’s able to act with agency.
Leveraging the power of the Salesforce platform and firmly based in an institution’s data, workflows, and compliance processes, Agentforce for Financial Services can safely automate key administrative financial functions. What’s more, it’s able to connect different sets of financial data to provide a global view of household and client insights.
Bankers can count on Agentforce for:
Client meeting preparation: AI agents can produce summaries of past client meetings, highlight key insights, and write up meeting agendas.
Client follow-up: Serving as digital assistants, AI agents can create meeting summaries and follow-up tasks, as well as update relationship plans.
Loan application support: Agentforce can help potential borrowers through the initial screening process by answering their questions and providing information.
Streamlining customer service: From reversing a fee to replacing a lost card, AI agents can take on high-volume tasks, enabling human customer service agents to support more complex customer issues.
Higher Expectations Demand Next-Gen Banking
Now more than ever, customers expect more from their banks and their banking relationships. As Gen-Z and Millennials look to build wealth and Gex X and Baby Boomers plan for retirement, banking customers want their financial institutions to take a more active approach in addressing their financial goals. Yet, in a worldwide Salesforce survey of 9,500 consumers, 56% said their institution isn’t proactive in anticipating their financial needs, and only 15% said their institutions exceeded their expectations in providing actionable financial insights and tips.
For today’s digitally savvy banking customers and clients, automated financial transactions are table stakes. According to the Salesforce survey, 76% believe that AI will be a standard part of their financial services relationships within the next five years. Financial institutions that don’t adopt their customers’ digital-first mindset risk getting left behind.
For those financial institutions that want to get ahead, now’s the time to make the most of agentic AI. Agentforce for Financial Services enables institutions to take the client experience to the next level. By automating routine tasks, Agentforce can help elevate the customer experience through personalized service that reduces wait times and helps cut overall operating costs. At the same time, Agentforce can free up customer service reps, advisors, and bankers so they can focus more on actively addressing their clients’ needs. When banking customers feel their institution is committed and focused on their financial success, they will respond with loyalty. In fact, 46% of Salesforce survey respondents, including 55% of higher earners, said they would stay with a financial service institution that delivers an excellent customer experience—even if that institution raised its rates or fees.
Major transformation with simple implementation
With Agentforce for Financial Services, the power to transform client relationships is just a few clicks away. There’s no need for code set up or an IT ticket. AI agents can launch in minutes with built-in skills, actions, and templates. Then, as business needs evolve, it’s easy for teams to customize and extend agents. Because Agentforce uses Salesforce admin controls, institutions can scale their AI with confidence.
When bankers find themselves in an endless loop of taking care of administrative tasks, it takes away from the invaluable time they could be spending with their clients. Ultimately, that subtracts from an institution’s bottom line. With Agentforce for Financial Services, bankers are able to reallocate their time and invest it in building stronger and more valuable client relationships. For institutions, bankers, and clients, they’ll find it’s time well spent.
