Customers often stay loyal to financial service providers because of competitive rates and pricing. However, with falling interest rates making special offers harder to sustain, businesses focus more on improving customer service and digital experiences.

Salesforce AI agents offer a strong opportunity to enhance digital interactions, helping financial service providers meet and exceed customer expectations for speed and personalization.

Here we will go through how to make Financial Institutions (FSIs) adopt AI Agents and its key benefits in FSIs.

Here we go!

Financial Institutions (FSIs) adopt AI Agents

Building trust is essential as financial institutions (FSIs) adopt AI agents. While 54% of consumers trust AI agents, only 10% fully trust them. This hesitation stems not only from a natural caution toward new technology but also from concerns about how financial companies handle personal data.

Many consumers worry about data security and want assurance that their information is protected. Transparency plays a key role in addressing these concerns—73% of global consumers believe it is important to know whether they are interacting with an AI agent.

To build consumer confidence, FSIs must prioritize trust, transparency, and regulatory compliance from the outset, rather than treating them as afterthoughts. They must ensure that both their AI strategies and the technologies they implement are ethical, secure, and worthy of customer trust.

Salesforce AI Agents Are Reshaping Financial Services

Only 41% of wealth management clients are happy with their bank’s customer service, and satisfaction is even lower among banking and insurance customers. AI agents—smart assistants that answer questions without human help—give financial institutions a way to improve digital experiences, work faster, and cut costs.

Half of consumers believe AI will change their relationship with financial institutions more than with any other industry, especially millennials and Gen Z. 65% now expect AI to speed up financial transactions, which is more than 46% in 2023.

However, as AI agents in Financial services become more common, customers need to learn more about their benefits. These agents can act as financial advisors, teach financial skills, and help customers save or earn money.

Digital Self-Service Helps FSIs Attract and Retain Customers

Beyond offering the best pricing, rates, and fees, financial service institutions (FSIs) can win customer loyalty by providing great service and easy-to-use tools. In fact, 46% of consumers—and 55% of high earners in the U.S. (households making over $100,000 per year)—would stay with an FSI that offers an excellent customer experience, even if rates or fees increased.

Today, a great customer experience means digital and self-service options. Most consumers prefer handling their financial tasks on their own—without needing to call or visit a branch—making digital-first solutions essential for FSIs to stay competitive.

Wrap-up

At The Pinq Clouds, we recognize that AI enhances customer experiences, improves decision-making, and builds lasting relationships. With Salesforce’s cutting-edge AI solutions, financial institutions can offer personalized, always-available digital advisors that drive engagement and loyalty.

As your trusted Salesforce consulting partner, we help FSIs implement AI-powered solutions while ensuring data security, regulatory compliance, and seamless customer experiences.

The future of financial services is intelligent, automated, and deeply customer-centric. Are you ready to embrace it? Let’s build the future together with The Pinq Clouds available on AppExchange!