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ease
features
design
support

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Description

Enhancing the digital banking experience for customers through artificial intelligence is made possible by Abe.ai, which offers financial institutions a powerful solution in the form of ready-to-use, white-label Virtual Financial Assistants or a Conversational AI Platform that enables customer engagement in preferred languages and channels. As digital banking continues to evolve, both consumers and financial institutions reap the rewards: consumers benefit from a Virtual Financial Assistant (VFA) that leverages data to promote their financial health, while institutions achieve greater operational efficiency, gather valuable customer insights, and significantly improve user experience. Designed specifically for banks, credit unions, and wealth management firms, Abe.ai’s technology focuses on personalized data models that enhance language comprehension, allowing users to interact in a natural manner akin to speaking with a teller. This innovative approach not only fosters financial wellness but also aligns with the ongoing transformation of the banking sector. Ultimately, the integration of AI in banking signifies a crucial step towards a more connected and responsive financial landscape.

Description

Salesforce Agentforce 360 for Financial Services is an industry-specific CRM solution designed to transform financial institutions into AI-driven enterprises. It connects data, automation, and intelligent agents to help teams deliver personalized and proactive service. Advisors and relationship managers gain real-time insights to better understand customer goals and financial journeys. The platform streamlines onboarding, compliance, lending, and service workflows across channels. Financial Services Cloud unifies customer information to create a single, actionable view. AI capabilities enhance productivity while improving customer satisfaction and engagement. The solution supports retail banks, credit unions, insurers, brokerages, and asset managers. Built-in automation reduces manual processes and operational complexity. Integrated analytics help institutions uncover growth opportunities and optimize performance. Agentforce 360 enables financial firms to innovate confidently while strengthening trust and loyalty.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero

Integrations

QuickBooks Online
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Abi.ai

Founded

2016

Country

United States

Website

www.abe.ai/

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/financial-services/

Product Features

Conversational AI

Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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