Agentforce in FinTech: Customer Support & Fees Transparency

In this webinar, we demonstrate how fintech companies use Salesforce Agentforce to reduce support volume, improve transparency around fees and pricing, and build customer trust with AI agents that are secure, auditable, and production-ready.

What we covered:

📍 Use Case 1: AI Agent for Customer Support & Account Inquiries
Agentforce handles common support requests—such as transaction status, balances, and payment issues—while intelligently escalating more complex cases to human agents when needed.

📍 Use Case 2: AI Agent for Subscription, Pricing & Fee Transparency
Agentforce explains pricing plans and fee structures in clear, customer-friendly language—helping reduce confusion and minimize billing-related disputes.

Who should watch:
Fintech leaders and decision-makers, CX and support leaders, product and operations teams, and anyone exploring AI agents in regulated environments.

What you’ll learn:

• How fintech teams use Agentforce in real, production-ready scenarios
• How AI agents reduce repetitive support requests
• How to improve transparency around pricing and fees
• How Agentforce supports escalation, security, and compliance
• How to balance AI-driven support with human oversight

Originally aired: March 3, 2025
Duration: ~30 minutes

This session is ideal for fintech organizations looking to enhance customer experience with secure, compliant AI. It highlights practical ways to use Salesforce Agentforce for faster support, clearer communication, and more efficient operations—while maintaining control and trust.

Watch the recording to see how AI-powered workflows can reduce manual effort, improve transparency, and strengthen customer relationships in fintech.