Financial ServicesAgentic AIDocument IntelligenceConversational AI
CaixaBank unifies customer data with Salesforce Data 360 and Agentforce to cut support response time
CaixaBank, Spain's leading bank with over 20 million customers, deployed Agentforce and Data 360 on the Salesforce Platform to unify customer profiles, product data and interaction history across channels for its more than 38,000 employees. On its remote support team of 300+ employees, Agentforce streamlines call preparation with on-demand insights so managers can connect customers with a manager within two minutes, and intelligent document processing that previously took three to four months to build on another platform took about half an hour to build with Salesforce's Prompt Builder.
CaixaBank· Spain
Agentforce · Salesforce Data 360 · Prompt Builder