Salesforce targets a more human touch for financial services firms, with AI agents

Salesforce Inc. has unveiled a series of prebuilt templates for creating AI agents that can perform the duties of loan officers, banking and insurance agents, financial advisers and more.

The templates can be found in a special version of Salesforce’s Agentforce artificial intelligence development platform that’s embedded within the Financial Services Cloud. It’s aimed at financial services firms ranging from banks and insurance providers to hedge funds and venture capitalists

https://siliconangle.com/2025/05/21/salesforce-targets-human-touch-financial-services-firms-ai-agents/