Agentforce for Financial Services

Why Artificial Intelligence Matters

77%

companies are either using or exploring AI technologies as of 2023

83%

companies considering AI a top priority in their business strategies as of 2023

85%

of IT leaders expect AI to enhance developer productivity over next 3 years

Transform Your Operations with Salesforce Agentforce

Agentforce is Salesforce’s cutting-edge AI platform that empowers businesses to automate workflows, enhance customer engagement, and unlock the full potential of their data. By seamlessly integrating autonomous AI agents into your Salesforce ecosystem, Agentforce enables smarter decision-making, streamlined processes, and elevated customer experiences.

At EMS Consulting, we don’t just implement Agentforce—we strategize, customize, and optimize it to fit your unique business needs, ensuring measurable results.

Why EMS Consulting for AI Transformation?

As a leader in AI and Salesforce consulting, EMS Consulting specializes in delivering tailored Agentforce solutions that help businesses modernize operations and leverage their data for strategic growth.

AI-Centric Strategy Development:
Collaborate with our experts to align Agentforce capabilities with your business objectives.

Custom AI Agent Development

Build intelligent, data-driven agents tailored to your workflows and goals.

Seamless AI Integration

Simplify deployment with low-code tools and deep Salesforce expertise.

Ongoing Optimization

Continuously refine and scale agents to maximize ROI and adaptability.

EMS Knows Banking

We create Intelligent Agents to Modernize Your Business

Customer Insights Agent

Gain a 360° view of your customers with real-time insights that combine summaries, financials, activity histories, and more—all on one page.

  • Centralize data for faster, smarter decision-making.
  • Reduce inefficiencies caused by screen-switching and fragmented data.
  • Deliver personalized service with instant access to critical information.

Transaction Resolution Agent

Automate dispute resolution with AI-driven workflows that ensure compliance and reduce operational burdens.

  • Expedite dispute handling with data-powered accuracy.
  • Simplify regulatory processes with automated documentation.
  • Focus your teams on high-value initiatives.

Complaint Compliance Agent

Ensure audit readiness and compliance with an agent that automates complaint tracking and regulatory workflows.

  • Eliminate manual tracking errors.
  • Create audit-ready records effortlessly.
  • Stay compliant with evolving regulations.

Case & Referral Assistant

Streamline case creation and referrals with guided workflows that enhance speed and accuracy.

  • Automate repetitive tasks to save time.
  • Ensure accurate routing for faster resolutions.
  • Optimize customer and employee experiences.

Preparing Your Financial Institution for Salesforce Agentforce

Discover 6 steps for AI readiness and prepare for Agentforce

The EMS Advantage: AI-Powered Success

Strategic AI Integration

Our approach begins with understanding your data and goals, ensuring that AI agents are aligned with your strategic vision and operational needs.

Data-Driven Decision Making

Agentforce, powered by Salesforce Data Cloud, enables agents to leverage clean, connected, and real-time data to drive reliable, actionable insights.

Modernized Operations

With EMS Consulting, Agentforce becomes a tool for modernization, helping you transform workflows, improve team efficiency, and deliver measurable business outcomes.

Your AI Journey Starts with EMS Consulting

Agentforce is more than a solution—it’s the cornerstone of a smarter, more agile business. With EMS Consulting as your partner, you’ll have the tools, expertise, and strategy to modernize operations, elevate customer experiences, and drive long-term success.