Loading...
Phenoble architects secure, compliant AI agents for banks and wealth management firms using Financial Services Cloud (FSC) and Data Cloud. Automate KYC, onboarding, and service workflows without risking data sovereignty.
The modern financial institution requires speed, but compliance and technical debt create friction. We solve the execution gap with autonomous AI that respects your security boundaries.
Advisors spend 40% of their time manually compiling meeting prep and generating portfolio reports instead of advising clients.
Account opening processes are delayed by manual document verification spread across fragmented back-office systems.
Mortgage, retail banking, and wealth data sit in separate databases, preventing cross-selling and unified client experiences.
Deploy Agentforce on Financial Services Cloud to instantly resolve Tier-1 inquiries (balance checks, wire statuses, account lookups) while remaining fully within enterprise security boundaries.
Automate KYC document extraction and risk scoring using AI. Agents interact with clients directly via portal to collect missing documents and push completed cases to compliance review.
We use Data Cloud to unify retail banking and wealth profiles, triggering proactive alerts when clients hit major life events (mortgage payoff, inheritance, retirement), enabling your advisors to reach out at exactly the right moment.
Every Agentforce action is logged to the Einstein Trust Layer with FSC-specific guardrails. Audit trails are automatically generated for every AI decision.
Autonomous agents extract identity documents, run sanctions screening, and flag high-risk applicants for human review, compressing onboarding from weeks to days.
We build agents that generate personalized meeting prep summaries by pulling holdings, activity, and market data directly from FSC into a concise brief.
Using Data Cloud identity resolution, we configure automated alerts when a client hits a major life event, triggering proactive advisor outreach workflows.
Agents operate within strict data residency boundaries. We configure field-level security and role-based AI access so agents only see what they're permitted to.
Advisors and bankers share a unified client view. When a retail banking customer shows wealth potential, the system flags a cross-sell opportunity automatically.
Compliance-first AI deployment isn't optional in financial services. We embed security, auditability, and data governance into every layer of the implementation.
Get a Compliance AssessmentWe audit your current FSC data model, security controls, and compliance workflows to identify gaps before designing your Agentforce architecture.
We unify retail banking and wealth data into Data Cloud, configuring identity resolution so a single client profile spans all products and channels.
Every agent is scoped to specific data and actions using Einstein Trust Layer controls. We build audit logging and explainability into every AI interaction.
We start with a single use case (e.g., balance inquiry) in production with monitoring, then expand to higher-stakes workflows as confidence grows.
Yes. Using the Einstein Trust Layer and Data Cloud, agents only access data they're explicitly permitted to retrieve. We configure field-level security so agents can answer balance inquiries without exposing SSNs or other PII.
Every agent action generates an audit log. We configure data residency controls, explainability flags, and human-in-the-loop checkpoints for high-risk actions. Our deployments are designed to support your existing compliance framework, not replace it.
At minimum, you need Data Cloud configured and activated. If you don't have it, we implement it as part of the engagement. FSC serves as the agent's CRM context layer; Data Cloud provides the real-time unified profile.
We configure strict confidence thresholds and action boundaries. Agents can provide factual account information and draft content, but all recommendations are routed through human review before being sent to clients.
Agentforce can identify cross-sell signals and draft outreach content for advisor approval. We configure the workflow so AI surfaces the opportunity and drafts the communication; the advisor reviews and sends.
Book a 30-minute technical audit. We'll outline precisely how to connect your core systems to Agentforce while respecting strict data governance boundaries, at no cost.
No commitment required. Certified architects, not salespeople.