AgentForce: AI Agents for Financial Services
Deploy autonomous AI agents that work alongside your team—answering client questions, processing transactions, and providing recommendations. The future of financial services productivity powered by trusted AI.
The Impossible Challenge: Do More with Less
Financial services firms face an impossible challenge: clients expect personalized, immediate service, but hiring enough staff to deliver that level of service is cost-prohibitive.
Limited Capacity
Can't scale human teams fast enough to meet demand
After-Hours Gaps
Clients expect 24/7 service, but staffing nights/weekends is expensive
Repetitive Questions
Staff spend too much time answering the same questions
Inconsistent Service
Quality varies based on who the client reaches
High Costs
Labor costs continue to rise
Slow Response Times
Clients wait too long for answers
What Makes AgentForce Different from Chatbots
AgentForce agents are fundamentally different from traditional chatbots. They don't just follow scripts—they reason, make decisions, and take actions autonomously.
Autonomous
Complete multi-step tasks without human intervention
Reasoning
Understands context and intent, not just keywords
Action-Oriented
Updates records, processes transactions, triggers workflows
Learning
Improves over time based on interactions
Trusted
Built on Salesforce's secure, compliant platform
Breeze AI vs. AgentForce: Which AI Solution is Right for You?
Both platforms offer powerful AI capabilities, but they serve different purposes and audiences.
| Feature | HubSpot Breeze AI | Salesforce AgentForce |
|---|---|---|
| Primary Focus | Marketing, sales, and service automation | Enterprise-grade autonomous AI agents |
| Best For | Growing firms, SMBs, marketing-led orgs | Enterprise financial services, complex workflows |
| AI Capabilities | Content generation, lead scoring, chatbots | Autonomous reasoning, multi-step workflows, transactions |
| Implementation | Faster (2-4 weeks) | Comprehensive (6-12 weeks) |
| Data Enrichment | 200M+ built-in database | Salesforce Data Cloud integration |
| Compliance | GDPR, FINRA-ready workflows | SEC, FINRA, GLBA, enterprise-grade |
| Typical Investment | $2K-$5K/month | $5K-$15K/month |
| Integration | Native HubSpot ecosystem | Full Salesforce platform + external systems |
💡 Our Recommendation
Start with Breeze AI if you're prioritizing marketing automation, lead generation, and faster time-to-value. Choose AgentForce if you need autonomous agents for complex client service, compliance-heavy workflows, or enterprise-scale operations.
Hybrid Approach: Many of our clients use Breeze AI for marketing and AgentForce for customer service—getting the best of both platforms.
Powered by Atlas Reasoning Engine
AgentForce's intelligence comes from Salesforce's Atlas Reasoning Engine—a breakthrough in enterprise AI.
Contextual Understanding
Atlas doesn't just match keywords—it understands intent, context, and business logic to deliver accurate responses.
Example: Client: 'What's my balance?' → Agent retrieves correct account, checks permissions, formats response.
Multi-Step Reasoning
Agents can execute complex, multi-step workflows without human intervention, handling dependencies and decision trees.
Example: Process loan application → Validate data → Run credit check → Update status → Notify applicant.
Dynamic Decision Making
Atlas evaluates multiple data points and business rules in real-time to make intelligent decisions.
Example: Determine if a transaction requires supervisor approval based on amount, account type, and history.
Trust Layer
Built-in guardrails ensure agents only take actions within defined boundaries, with audit trails for compliance.
Example: Agent can view account details but requires human approval for transfers over $10K.
How Atlas Works with Your Salesforce Data
What's New in AgentForce 2.0
The latest release brings enterprise-grade capabilities and deeper platform integration.
Agent Collaboration
- Multiple agents can work together on complex tasks
- Handoffs between specialized agents (e.g., Sales → Service)
- Shared context and conversation history
- Escalation protocols to human experts
Low-Code Agent Builder
- Drag-and-drop agent configuration
- Pre-built agent templates for financial services
- Custom action library
- Visual workflow designer
Advanced Analytics
- Agent performance dashboards
- Conversation analytics and sentiment tracking
- ROI measurement tools
- A/B testing for agent responses
Enhanced Security
- Data masking for sensitive PII
- Role-based agent permissions
- Compliance audit logs
- Zero data retention options
Industry-Specific Agents
- Pre-trained wealth management agent
- Banking customer service agent
- Insurance claims agent
- Compliance-ready out-of-the-box
Improved Reasoning
- Faster response times (avg. 2.3 seconds)
- Higher accuracy on complex queries (92%+)
- Better handling of edge cases
- Multi-language support (12 languages)
Compliance-Ready for Financial Services
AgentForce is built with financial services regulations in mind, ensuring your AI agents operate within compliance boundaries.
Electronic Record Retention
- All agent conversations automatically archived
- Write-Once-Read-Many (WORM) storage compliance
- Audit-ready retention for 6 years
- Instant search and retrieval for examinations
Supervision & Review
- Supervisor dashboard for real-time monitoring
- Flagging of sensitive conversations for review
- Pre-approval workflows for certain actions
- Quarterly compliance reporting
Data Privacy & Security
- End-to-end encryption for all communications
- Customer data access controls
- Privacy notice integration
- Opt-out mechanisms for AI interactions
Disclosure & Transparency
- Clear disclosure when interacting with AI agent
- Option to escalate to human agent
- Accurate policy information delivery
- Complaint tracking and resolution
VantagePoint's Compliance Implementation Approach
What AgentForce Agents Can Do
Client Service Agent
Handle routine client inquiries 24/7. Answer questions about accounts, transactions, policies, and services.
Sales Agent
Qualify leads, answer product questions, and schedule consultations. Work alongside human sales reps.
Operations Agent
Automate back-office processes. Handle data entry, document processing, and workflow automation.
Industry Use Cases
Wealth Management: Advisor Support
AgentForce handles routine inquiries about account balances and transactions, freeing advisors to focus on high-value activities.
- Reduced routine question volume
- 24/7 client availability
- Enhanced advisor productivity
Banking: Customer Service
Handle routine banking inquiries, account questions, and transaction explanations, reducing call center volume.
- Reduced call center volume
- Improved customer satisfaction
- Decreased wait times
Insurance: Claims Support
Provide real-time claims status updates, explain next steps, and answer common policyholder questions.
- Improved policyholder satisfaction
- Reduced support costs
- Faster claims resolution
Seamless Integration with Your Technology Stack
AgentForce works natively with Salesforce and integrates with your existing systems and data sources.
Native Salesforce Integration
- Sales Cloud, Service Cloud, FSC
- Marketing Cloud
- Salesforce Data Cloud
- Einstein Analytics
- MuleSoft for API connectivity
Financial Systems
- Core Banking Systems (Jack Henry, FIS, Fiserv)
- Portfolio Management (Orion, Black Diamond, Tamarac)
- Financial Planning (eMoney, MoneyGuidePro)
- Insurance Policy Admin (Guidewire, Duck Creek)
- Compliance Systems (ComplySci, Smarsh)
Communication & Productivity
- Microsoft Teams, Slack
- Zoom, Microsoft 365
- DocuSign, Adobe Sign
- Box, Dropbox, SharePoint
- Outlook, Gmail
Integration Deployment Options
MuleSoft API-Led
Enterprise-grade integration layer for complex, multi-system environments
Native Connectors
Pre-built Salesforce connectors for faster deployment
Custom REST APIs
Direct API integration for specialized systems
Ready to Deploy AI Agents?
Schedule a consultation to discuss your AgentForce opportunities. Let's explore how AI agents can transform your operations and deliver exceptional client experiences.