A bank recently sold its wealth management division and wants to improve its customers '...

For a retail-banking transformation, cross-line-of-business collaboration and modernized relationship management are direct strategic outcomes of Agentforce Financial Services. Salesforce positions its banking platform around unified customer information, referrals across lines of business, personalized engagement, and deeper customer relationships.

Referral capabilities allow teams to identify a customer ' s financial need and route the opportunity to the appropriate specialist elsewhere in the institution. This breaks down organizational silos and enables the bank to deepen relationships and increase wallet share. Agentforce Financial Services also modernizes banker and advisor engagement by bringing customer relationships, financial information, interactions, goals, and opportunities into a unified operating environment. This enables more personalized and trusted long-term engagement.

The policyholder and underwriting option is insurance-specific and does not fit the banking scenario. Client onboarding is a supported Financial Services capability and can be a valid ROI outcome,

The verified outcomes represented in the available question content are therefore improved collaboration through leads and referrals and modernization of client-advisor relationship management.