Deploy AI Agents That Work 24/7 for Your Firm
Stop hiring more staff. Deploy AgentForce AI agents to handle client service, qualify leads, and support advisors—all while maintaining FINRA compliance and your brand voice.
Never miss a client inquiry, even outside business hours
Lower operational costs by automating routine tasks
Qualify and nurture leads faster than manual process
Free up advisors to focus on high-value activities
What AgentForce Can Do for Your Firm
Pre-built AI agents for common financial services workflows—ready to deploy in weeks, not months
Client Service Agent
Handle routine client inquiries 24/7, schedule meetings, provide account information, and escalate complex issues to advisors.
Lead Qualification Agent
Engage website visitors, qualify leads based on AUM and needs, schedule discovery calls, and route to appropriate advisors.
Meeting Prep Agent
Automatically prepare advisor briefings before client meetings with recent activity, portfolio changes, and suggested talking points.
Onboarding Agent
Guide new clients through paperwork, document collection, account setup, and compliance requirements with automated follow-ups.
Opportunity Agent
Monitor client portfolios and life events to identify cross-sell opportunities, generate referral prompts, and recommend next best actions.
Compliance Agent
Monitor communications for compliance issues, flag potential violations, ensure document completeness, and maintain audit trails.
AgentForce Implementation Process
From planning to production in 4-6 weeks
Discovery & Design
Map use cases, define workflows, and plan agent behavior for your specific needs
Agent Configuration
Build and train agents using your data, compliance rules, and brand voice
Testing & Refinement
Validate agent performance, refine responses, and ensure compliance before launch
Launch & Optimize
Deploy agents to production and continuously improve based on performance data
AgentForce Investment
Transparent pricing for AI agent deployment
Single Agent
4-6 weeks
- 1 pre-built agent
- Basic customization
- Compliance review
- Training & documentation
- 30-day support
Multi-Agent
8-12 weeks
- 3-5 coordinated agents
- Advanced customization
- Agent orchestration
- FSC integration
- Performance monitoring
Enterprise
12+ weeks
- Unlimited agents
- Custom agent development
- Advanced AI training
- Multi-channel deployment
- Dedicated AI team
💡 ROI typically achieved in 6-9 months • Ongoing management starting at $2K/month
Calculate Your AgentForce ROIAgentForce FAQs
Common questions about AI agent deployment
How is AgentForce different from chatbots?
Traditional chatbots follow scripts. AgentForce agents use AI to understand context, make decisions, take actions in Salesforce, and learn from interactions. They can handle complex multi-step workflows, not just answer FAQs.
Are AgentForce agents FINRA compliant?
Yes. We configure agents with compliance guardrails, maintain full audit trails of all agent interactions, implement required supervision workflows, and ensure all communications meet your compliance requirements. Every agent deployment includes compliance review.
Do we need Salesforce to use AgentForce?
Yes, AgentForce is built on Salesforce platform and requires either Sales Cloud or Financial Services Cloud. However, agents can interact with external systems through integrations, so your clients don't need Salesforce access.
What happens if an agent makes a mistake?
Agents have built-in escalation rules. When confidence is low or questions are complex, they automatically route to human staff. We configure approval workflows for sensitive actions, and all agent decisions are logged for review and continuous improvement.
How long does it take to see ROI?
Most firms see positive ROI within 6-9 months through reduced operational costs (60% typical), increased lead conversion (3x improvement), and improved advisor productivity (40% time savings). We provide detailed ROI projections during planning.
Be the First in Your Market to Deploy AI Agents
Schedule a personalized demo to see AgentForce in action and get a custom ROI analysis for your firm