Advisors spent hours digging through scattered docs. AI now drafts instant meeting briefs, saving 60 minutes per session.
The fifth-largest wealth management provider in the U.S. employs 2,200 financial advisors managing $689 billion in assets.
Advisors spent hours manually digging through disconnected knowledge articles, market analyses, and client plans to answer questions or prepare for...
“You don’t want AI managing your finances, but if you have a quick question or want to update your address, that should be simple. Agentforce is freeing up our advisors to focus on deeper engagement.”
Wealth management, investment planning, and private banking for individuals.
Agents typed furiously while customers waited on hold. AI now summarizes calls, saving the team 250,000 hours annually.
Advisors hunted data across five systems. GenAI now builds traceable meeting packs, saving 4,700 hours a year.
Account managers manually synthesized 50+ signals. An on-prem agent now analyzes the data to draft the pitch.
Manual role-plays pulled staff off the floor. Now, AI agents run infinite drills and answer queries instantly, keeping experts selling.