Fsc Page

Search...

Connecting every stage of the financial journey with AI and data

By combining Salesforce's global technology leadership with i2max's local market expertise, we deliver a trusted partnership for digital transformation in financial services

Talk to a Financial Solutions Expert

97
%
Salesforce report positive ROI of financial institutions using
203
+
financial institutions worldwide use Agentforce for Financial Services
3.2
B
financial accounts supported by Agentforce for Financial Services
30
%
productivity improvement from generative and agentic AI

97
%
Salesforce report positive ROI of financial institutions using
203
+
financial institutions worldwide use Agentforce for Financial Services
3.2
B
financial accounts supported by Agentforce for Financial Services
30
%
productivity improvement from generative and agentic AI

Agentforce for Financial Services Cloud

Move beyond the limits of legacy systems in financial services
and evolve into an execution-driven platform.

Learn More

Pain Points
in Financial Services

Fragmented Data
Disconnected data across channels
hurts customer experience.
Reactive Reporting
Too much time is spent
on reporting after the fact.
High IT Dependency
Even simple changes
can take too long.
Barriers to AI
Connected data is needed,
but compliance risk remains.

How Agentforce for Financial Service Cloud
Cloud Helps

Customer 360
Unify customer data
on one platform.
Actionable Agents
Support work from insights
to execution.
Financial Architecture
Built for speed, scale,
and lower cost.
Compliance-Ready AI
Control data access
and support audit readiness.

Legacy CRM
vs.
Agentforce for Financial Service Cloud

Don’t waste time and budget retrofitting a
generic CRM for financial services.
AFS starts with financial services–ready processes built in.

Category	Legacy CRM	Agentforce for Financial Service Cloud
Core Purpose	General sales management	Relationship management for financial services
Opportunities	General pipeline	Financial deal management
Data Model	Accounts & contacts	ARC for financial relationships *ARC : Actionable Relationship Center
Relationships	Org hierarchy	LP, GP, affiliate mapping
Workflow	Standard workflows	Action Plans, KYC, AML
AI & Execution	Partial AI support	AI for financial services
Compliance	Standard security	Compliant data sharing, Compliant Data Sharing Chinese Wall

Legacy CRM

Core Purpose

General sales management

Opportunities

General pipeline

Data Model

Accounts & contacts

Relationships

Org hierarchy

Workflow

Standard workflows

AI & Execution

Partial AI support

Compliance

Standard security

Agentforce for Financial Service Cloud

Core Purpose

Relationship management for financial services

Opportunities

Financial deal management

Data Model

ARC for financial relationships
*ARC : Actionable Relationship Center

Relationships

LP, GP, affiliate mapping

Workflow

Action Plans, KYC, AML

AI & Execution

AI for financial services

Compliance

Compliant data sharing,
*Compliant Data Sharing * Chinese Wall

Prebuilt
200+ Financial Services Agents

Built on 200+ financial services libraries validated by financial institutions worldwide,
these agents can be deployed quickly by configuring the rules and screens for your organization.

News & Impact
Track customer news
to spot opportunities
and risks early.
Strategy Guidance
Recommend next steps
and tailored actions
for each opportunity stage.
Meeting Summary
Turn scripts and memo images
into structured meeting notes
automatically.
Outcome Analysis
Analyze opportunity and deal data
to improve strategy
and identify success factors.

AI Work OS Slack

Boost productivity by connecting
Slack AI with Tableau.

Slack AI
with Tableau

Identify customer issues directly in Slack
Quickly identify market changes and customer-related issues, then connect them to the relevant
accounts to drive next actions.
Share insights instantly with Tableau
Share analysis results and key metrics in real time to support faster,more consistent decision-making.

Security&Trust

Use your data to securely support your business

Event
Monitoring
Event Monitoring
Event visibility
and monitoring
80+ event logs and
dashboards
Field
Audit Trail
Field Audit Trail
Enhanced field
change tracking
Up to 60 tracked fields
per object
Platform
Encryption
Platform Encryption
Encryption and
key management
256-bit AES, HSM*,
and BYOK* support
*HSM(Hardware Security Module) :
Using FIPS 140-2 Level 3 Certified HSM,
*BYOK(Bring Your Own Key)
Data Detect
Data Detect
Pattern-based
data detection
Sensitive data and custom
pattern detection
Hyperforce
Hyperforce
Compliance-ready
infrastructure
Domestic-region data
control
AI Governance
AI Governance
Trusted AI
governance
Usage tracking and
access control
i2Mask
i2Mask
Personal
data masking
Flexible masking and
backup support
Mobile
Application
Management
Mobile Application Management
Mobile security
management
Device control and screen
capture prevention