Ksolves helps financial institutions implement Salesforce Agentforce Financial Service where compliance, data complexity, and relationship accuracy allow no margin for error.
🏦 What We Implement:
- AI Loan Summarization (500+ fields
→ decision-ready)
- AI Risk Modeling & Decision Engine
- Client Onboarding Automation
- Advisor Relationship Dashboards
- FINRA/GDPR/HIPAA Compliance Workflows & Audit Trails
- Data Cloud + Einstein AI Integration
- Core Banking System Connectivity
- AI-Powered Client Portal (Experience
Cloud)
Results: 55% efficiency ↑ | 27% CX ↑
| 2-day loans → instant decisions
Summit Partner (4 yrs) | PDO |
180+ Projects | ISO 27001 | SOC 2
🔗 https://www.ksolves.com/salesforce-agentforce-financial-services
