Scaling banking with Agentforce in just 4 weeks
Discover how a regional financial institution accelerated AI adoption with Agentforce, boosting sales efficiency, deepening customer relationships, and engaging prospects in record time.
About the bank
A regional financial institution known for its exceptional customer relationships sought to scale its high-touch service model while expanding through strategic acquisitions.
As the organization grew, so did the complexity of maintaining personalized service across a broader customer base.
With an enterprise-wide Salesforce transformation already underway, the leadership team saw an opportunity to accelerate customer-centric growth through AI.
Scaling personalized banking in a growing enterprise
Amid growth and increased complexity, the organization set out to scale its high-touch service model. As part of its Salesforce transformation, it aimed to unify data and deliver more consistent, personalized engagement across the business.
To support this effort, a dedicated AI workstream was launched to complement the Salesforce rollout. The initiative focused on four core goals:
- Empower teams with insights for more informed customer interactions
- Streamline routine tasks so teams could focus on building relationships
- Enhance personalization without sacrificing efficiency
- Create a seamless customer experience across customer touch points
The Zennify Solution
Agentforce live in just 4 weeks
Zennify implemented Agentforce in just 30 days, delivering powerful AI capabilities without disrupting existing workflows.
Client Insight Agent
AI-generated client summaries that aggregate Salesforce data, equipping teams with critical insights before every interaction.
Reengagement Agent
AI-crafted, personalized re-engagement emails to reignite dormant relationships and drive conversions.
Third-party applications
LivePerson Connector, Cisco CTI Connector
Faster engagement, deeper relationships
The bank quickly began realizing tangible results across sales and relationship management. With Agentforce in place, teams were equipped to engage smarter, faster, and with greater personalization at scale.
The early success proved that AI wasn’t just a promising concept, it was a powerful tool for relationship-led growth and competitive advantage.
"AI allows us to move faster, anticipate needs, and compete with larger institutions without sacrificing what makes us unique."
